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Author Topic: CRM and CMS users management and synchronization issues  (Read 2484 times)

Alan.Guggenheim

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CRM and CMS users management and synchronization issues
April 13, 2010, 05:57:11 pm
Now that our site is up and running, we are running into all kind of issues related to users/contacts management and synchronization (merge duplicates, delete invalid or multiple entries, correct email or other information,...)
1- When you merge contacts in CiviCRM, the Drupal users are not merged.
2- When you merge contacts, you don't see or know if one or both have a CMS record, and might lose the link
3- When you delete a user in CMS (Drupal), it does not delete it in CRM
4- When you delete a Contact in CiviCRM, it is not deleted in Drupal

Is there a way to setup this so that it works? If not, what are the solutions? We thought that CiviCRM and Drupal were integrated, which was a big part in our decision to use them.

Donald Lobo

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Re: CRM and CMS users management and synchronization issues
April 13, 2010, 07:12:29 pm

Both CiviCRM and Drupal are FOSS (FREE and OPEN Source Projects). We rely on the community to help improve the codebase, documentation etc. Both are also extensible systems via hooks.

1 and 2 are current limitations. A patch to address them would be great. Alternatively sponsoring a developer to improve the code would help

You can accomplish 3 and 4 via hooks. You can learn more about hook in drupal docs and civicrm wiki

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Re: CRM and CMS users management and synchronization issues
April 13, 2010, 10:37:28 pm
Hi,

I think it depends on your use case, but in my cases, it makes sense that you don't automatically destroy the user when you delete the contact (eg. for user 1 super admin).

You are right that user info should be visibles on the merge screen. Shouldn't be too complex to add. Do you have (or inhouse have) coding competencies to develop it ?

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Alan.Guggenheim

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Re: CRM and CMS users management and synchronization issues
April 19, 2010, 09:41:02 am
user 1 should be the exception, not the rule! We have selected a powerful CMS and CRM to be able to manage thousnds of users. Here in America, people change a lot, are very mobile, so on a 10,000 subscriber base, you have about 200 to 1,000 errors and duplicates and about 10 changes a day (moves, name change, email change, death, deletions,...)

We need to get our system stable enough so that I can spend some time on improvements, and that our users are less frustrated and agree to contribute to some development. I like the concept of FOSS, Lobo, and I want to contribute and sponsor, but we have a catch 22 right now with too many integration problems with Drupal and users very frutrated by the registration/login/password and profile issues.

CiviMail is working pretty smoothly (except from being spamed to often)
CiviEvent has worked well for us for event registration and payments (one or two urgent improvement request here: recurring events, multiple choice for attendee type, and multiple choice for payment processing on the same event page)
CiviContribute is working, eventhough the widget is giving us some display issues)

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Re: CRM and CMS users management and synchronization issues
April 20, 2010, 03:57:16 pm
We solve (2) by opening both contacts and checking. If you use Firefox with an addin that allows you to see a preview of the tab, you can quite easily hover over the tab without opening it to see which one has a Drupal account.

I've personally found that checking records before you merge gives you a lot of indicators as to why they are appearing in the first place, which helps evolve the site and processes.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • CRM and CMS users management and synchronization issues

This forum was archived on 2017-11-26.