View Calendar Tab

The rules for matching keywords from a specific source can be found below with examples.

Matching Criteria

1. Event Title
   1. If a card title is contained in the event title
   2. If one or more of the synonyms of the card is contained in the event title
2. Description/Notes
   1. If a card title is contained in the description/notes
   2. If one or more of the synonyms of the card is contained in the description/notes
3. Event Attendees
   1. If a card title is an exact match of the attendee
   2. If a card title is an exact match of one or more of the synonyms of the card
   3. If one or more of the synonyms of the cards is an exact match of the attendee's email

Examples

The lists of matching of matching and non-matching cards are non-exhaustive. The following table is meant to provide a better understanding of how the matching functions.

Event Title	Would Match	Would Not Match
Company XYZ Sales Pitch	XYZ Company XYZ Sales	XYZ Company Company Sales
XYZ Sales Pitch	XYZ Sales	Company XYZ XYZ Company

 

Description/Notes	Would Match	Would Not Match
Bring the sales documents. John Smith (Company XYZ) is eager to sign.	John Smith John Smith Company XYZ XYZ Sales	Smith, John (If Smith, John was not configured as a synonym)

 

Event Attendees	Would Match	Would Not Match
John Smith (john.smith@email.com)	John Smith	Smith, John (If Smith, John was not configured as a synonym)
john.smith@email.com	John Smith (If john.smith@email was configured as a synonym)	Smith, John (If Smith, John was not configured as a synonym)