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  • CiviCRM Community Forums (archive) »
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  • Developer Discussion (Moderator: Donald Lobo) »
  • CRM and UF user and contact integration woes
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Author Topic: CRM and UF user and contact integration woes  (Read 678 times)

ccowens

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CRM and UF user and contact integration woes
April 27, 2010, 04:55:46 pm
Here's my scenario

I've preloaded a bunch of contacts with the last known good e-mail address for each. So let's say Joe Contact has an e-mail address of 'joe@xyz.com'

I tell everyone to visit the site and create an account for himself.  Joe enters his e-mail address, sets up his account, the drupal user id is automatically connected to the contact, and all is well.

But lets say my e-mail address for joe is wrong. When Joe creates a new Drupal account using his e-mail address joe2@xyz.com, it doesn't match any existing contact, so it creates a new one.  But that contact doesn't contain any of Joe's history or data. Fail.

So what I need to do as site admin is:
  • Delete the bogus 'joe2@xyz.com' contact (Does this also remove the corresponding record in uf_match?)
  • Visit joe's real contact and change the e-mail address to joe2@xyz.com
  • Do something to untangle the uf_match table.
This happens often enough that I'd like to automate the process so that an admin can handle it.

Thoughts?  Advice?  I'm not even sure of the UI I want -- I'm imagining that when an admin changes the e-mail address on a contact, and the e-mail matches an existing contact, you get a screen that says, "The e-mail you entered matches an existing contact. click here to:
  • Delete the other contact
  • Set the e-mail as requested
  • massage uf_match to link this contact to CMS user x

Eileen

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Re: CRM and UF user and contact integration woes
July 28, 2010, 05:33:58 pm
HI,

This is a bit out-of-date so maybe too late but I think you're talking about this screen


http://sandbox.civicrm.org/civicrm/admin/deduperules&reset=1
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This forum was archived on 2017-11-26.