You can add up to two string fields, two numeric fields, and one date field to your match criteria. For matching purposes, field values are handled as follows. (Value modifications are internal; visual field values are not modified.)
String fields: All spaces are removed and the value is left-justified. For example, “ abc def ” will be matched as “abcdef”. A maximum of 100 characters per field are used in the match criteria.
Numeric fields: All non-numeric characters are removed and the value is left-justified. For example, “ 99-999-(99)” will be matched as “9999999”. A maximum of 100 characters per field are used in the match criteria.
Date and time fields: Date formats are supported regardless of the order of subcomponents (year, month, day). The time portion of the value is not included in the match value. A maximum of 20 characters are used in the match criteria.
The data type of the Trillium field determines how the data is evaluated. For example, the sample web resource XML file illustrates assigning the CRM field
accountnumber, which is a string field, to
trillium_dr_num_1, which is a numeric field. The data will be
matched as a numeric field, which excludes non-numeric characters, allowing “123-456” to
match “123--456”.