CiviCRM Community Forums (archive)

We have a strict rule set up for Individuals that says to match on email address.

Someone registers on the Drupal site and fills out some CiviCRM info like name and city.

CiviCRM does not match this to existing contact. Instead it creates a new contact record.

Why isn't it matching when the email addresses are exactly the same?

The rule obviously works because when I say "use rule", it does indeed recognize they are a match.

Thanks for the help.

I'm trying to. The demo is just so filled with stuff others have added to the Drupal reg page, required fields, etc., it is taking a while to get paired down settings that I can test.

I've tried everything I can think of.

I have tried both with the setting on the profile to update contacts to both on as well as off.

I have only one "strict" rule for Individuals. It only has one thing to check - email, which gives 20 points. Threshold for a match is 20 points.

If I use this rule, it catches the duplicates that should be caught at the time of Drupal registration.

People enter the following when they register for a Drupal account:
Username
Email
First Name
Last Name
City

They should then be matched to their record in the db that has the same email address. That's not happening. Instead, a new record is created.

We have a database of about 350 people. They each have a CiviCRM group (or groups) assigned to them. Those groups match a role in Drupal, which sets their permissions.

Because the Drupal registrations aren't matching up to the CiviCRM record, they aren't getting their role assigned.

I've never had this be an issue before. Normally it matches on email address without issue. This is the last remaining this so I can finally get this project done.

I'm IRC trying to get help, but wanted to put where I am at in here too (copied from IRC)..

[18:25] <Jenni> ok, I just did a clean install of Drupal and CiviCRM 3.1.5
[18:25] <Jenni> I have created the profile to be used as the site reg for Drupal
[18:25] <Jenni> it is set for matching
[18:26] <Jenni> strict matching is set for email (the default, I didn't even change it)
[18:26] <Jenni> There is a copy of the same profile used for site reg. This one is the one they see on their Drupal 'my account' page
[18:26] <Jenni> the difference is in this one you can only view the fields, not change them (they don't want people to edit their info)
[18:27] <Jenni> I added people to a smart group depending on their "primary status" (a custom field - student, alumni, faculty, etc.)
[18:27] <Jenni> I created roles in Drupal to match those smart groups
[18:27] <Jenni> I then turned on CiviGroup Roles Sync and set it up so the Drupal roles and CiviCRM smart groups match
[18:28] <Jenni> I created a fake contact record
[18:28] <Jenni> I then went into another browser and created a new Drupal user account with the same info from the fake contact record
[18:28] <Jenni> they did not match. A duplicate was created
[18:39] <Jenni> It's not smart groups causing it, as I changed them to regular groups. Still no matching.
[18:41] <Jenni> Turned off the CiviCRM Group to Drupal role module. Still no matching?

will also report back on this as is critical problem for a couple of our 3.1.5 sites

I will test an upgrade of the site later today. Between this stupid head cold and the late nights, my body is kicking my butt and I'm slower than usual.

I'll report back what I find out.

Ok, I switched from a "smart group" to just a regular group. Now I get both contact and role matching. Yay!

I'll just have to show the client how to run a quick search and add to group each time they update the database.