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Author Topic: Merging Duplicate Contacts & Events  (Read 1870 times)

emilyf

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Merging Duplicate Contacts & Events
January 22, 2010, 08:04:06 am
I'm on Civi 3.0.2 (will be upgrading to 3.0.4 once that's out).

When merging contacts, if I check the 'events' box to move events over, if duplicate contact a had registered for the same event as duplicate contact b, then after the merge it shows that event twice on their contact page.

my organization staff is telling me this did not use to be the case, and that it's a bug, although i don't have a recollection. obviously, it'd be good if it didn't duplicate the same event if the merged contact had 2 of them.

ideas on if this is actually a bug or if it's technically the correct behavior and needs an improvement?

emilyf

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Re: Merging Duplicate Contacts & Events
January 26, 2010, 11:01:14 am
anyone?

Piotr Szotkowski

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Re: Merging Duplicate Contacts & Events
January 26, 2010, 11:15:49 am
Well, it does seem to make sense conceptually; merge, in general, tries to be as simple as possible, so it most probably simply assumes that the resulting contact’s events are the ones of A + the ones of B (without special-casing the events that A and B share).

It’s definitely a bug, but I’d be surprised if it was working correctly before. I filed CRM-5720 to track/fix this.
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petednz

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Re: Merging Duplicate Contacts & Events
January 26, 2010, 09:47:02 pm
isn't there a risk here that the two event regos may not be exactly the same and running the merge may cause you to lose the info they put in the most valid registration?
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Piotr Szotkowski

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Re: Merging Duplicate Contacts & Events
January 27, 2010, 03:46:14 am
Hm, very good point.

I’m thinking what would be the good path here – whether it should be the safe one (i.e., keep doing what we’re doing now and let the admin sort out the double participations), the unsafe one (i.e., assume that double participations are to be merged – and use the later one, chronologically?) or can we do some heuristics to choose either path based on the given case…

Emily, Peter – any comments?
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emilyf

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Re: Merging Duplicate Contacts & Events
January 27, 2010, 04:49:26 am
All good points. I'm going to talk to my staff and gather more information about this. I'll post back as soon as I can.

kmarkley

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Re: Merging Duplicate Contacts & Events
February 27, 2010, 06:23:14 pm
Just saw this is the issue queue.  Merging participant records would be very bad for me.  We allow multiple registrations for a single contact and just treat it as one person holding multiple tickets.  Merging participant records would effectively mean we would no longer know how many tickets have been sold or when an event is full. 

If event registrations are a special case, they should maybe be an extra-special case with a clear and obvious choice when merging contacts as to whether to merge or move the participant records.

Piotr Szotkowski

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Re: Merging Duplicate Contacts & Events
March 01, 2010, 08:10:26 am
Quote from: kmarkley on February 27, 2010, 06:23:14 pm
We allow multiple registrations for a single contact and just treat it as one person holding multiple tickets.

Ok, this use-case makes sense. AFAIR, this is a per-event setting (whether a participant can register multiple people), so at least for these events the participant info definitely shouldn’t be merged.

I’m wondering whether merging it in other cases will actually be that popular; I can see how it doesn’t matter when you’re tracking past participation in free events, but as soon as there’s any related contribution I’d be at least cautious to make CiviCRM merge the participations for me. Hm, I guess I need more user stories… (To clarify: I do agree providing participation merging as an option makes sense.)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviEvent (Moderator: Yashodha Chaku) »
  • Merging Duplicate Contacts & Events

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