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Author Topic: Lots of duplicate contacts due to "In Memory of" contributions  (Read 1146 times)

SarahG (FountainTribe)

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Lots of duplicate contacts due to "In Memory of" contributions
July 12, 2011, 08:23:02 am
When someone makes an "In memory of" Contribution, CiviCRM will create a new contact record for the person being memorialized, or update an existing contact if there is a match.   This is using the regular dedupe rule for individuals, which currently is set to use email, first and last name.  (This is needed because of event registrations from multiple people who share an email address.)

Unfortunately, whenever someone passes away( eg John Smith) and there are a lot of "in memory of" contributions the result is that each contribution triggers the creation of a new John Smith contact.   50 contributions == 50 John Smiths.

Any suggestions on how to avoid this issue?  The same issue occurs with "in honor of" as well as frequently the person being honored does either not have an email, or its unknown to the donor.
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Re: Lots of duplicate contacts due to "In Memory of" contributions
July 12, 2011, 09:15:41 am
Not familiar with in memory, but for events/profiles, the issue is that if you have 2 john smiths, it won't know which one to pick up and create more duplicates.

I'm not sure if that's the best solution but having a setting in civicrm.settings.php to decide if it's best to create a duplicate or use the oldest contact instead could be an option. Would be good if you can investigate ;)

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SarahG (FountainTribe)

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Re: Lots of duplicate contacts due to "In Memory of" contributions
July 12, 2011, 02:21:48 pm
I would like to investigate, but I am not sure which area of the code to focus on, or what any side affects would be. For example, would the change I make only impact "in memory of / in honor of" dedup logic, or anywhere where CiviCRM cannot decide which record to update.

Another idea I had, is add the ability to have a different dedup( Such as first name and last name only) rule in place for "in memory/in honor" of processing, than the rule used for events.   
 
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Re: Lots of duplicate contacts due to "In Memory of" contributions
July 20, 2011, 01:12:51 pm
Seen this before and the "strict" individual duplicate rule should probably be adjusted to return a duplicate on first + last name match, meaning:

Code: [Select]
First name 5
Last name 6
email 10
threshold: 10

This is because many people do not enter the email for these honorees, so it's best to use first/last matching.

This is how I setup my strict duplicate rule, and I hope it works.  I'll test it soon.

It would be nice if honor/memory could have it's own de=dupe rule, but this is probably an expensive enhancement.
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  • Lots of duplicate contacts due to "In Memory of" contributions

This forum was archived on 2017-11-26.