CiviCRM Community Forums (archive)

Hello there,

Trying to understand why the addressee fields and postal and email greeting fields are not populated when I import contacts.  Is there a way to set these fields so they use the default setting on import?

At the moment it seems that once a client has imported a load of contacts (this specific client has an import that he runs regularly every two weeks) he has to then run three bin scripts

sites/all/modules/civicrm/bin/UpdateGreeting.php?ct=Individual&gt=email_greeting
sites/all/modules/civicrm/bin/UpdateGreeting.php?ct=Individual&gt=postal_greeting
sites/all/modules/civicrm/bin/UpdateGreeting.php?ct=Individual&gt=addressee

Not sure that there is a use case for this?  Shall we change it so this happens automatically on import? Or maybe there is a setting or something similar I am missing.

Background research says that greetings and addressee are now set for profiles http://issues.civicrm.org/jira/browse/CRM-5922.  I can't remember what happens with the API, but can investigate if that is helpful.

Cheers,
Michael

OK - but I don't think the current solution is good enough.  It would be OK if the import is just used very rarely, but not in those cases when it is used on a weekly basis.

In the weekly case, asking the clients to call three scripts after each import is really not cool.

And the alternative of setting it up on a cron to be run every five minutes seems a bit of a waste of resources.

How about adding an option (similar to mapping).  Seems that if you can look up mapping then you can populate greetings.

Another thought.  You don't necessarily need to update the greetings one by one.  You could always run those three scripts on succesful completion of the import if that speeds things up.

for now: you can do this as a postProcess hook for your client on the summary page and run the three other urls (or call the needed functions)

I think there will always be a tradeoff as to how much configuration you can/should add to the UI.

lobo