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  • Settings for merging when someone renews their membership
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Author Topic: Settings for merging when someone renews their membership  (Read 654 times)

wsamike

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Settings for merging when someone renews their membership
October 26, 2011, 09:35:38 am
I am a novice when it comes to much of civiCRM.

I am having an issue of when people renew their membership the system is creating a new profile.  Where do I find the setting to make sure that just the emails have to match so it merges them?

Thanks!

petednz

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Re: Settings for merging when someone renews their membership
October 26, 2011, 11:04:12 am
HI - look under Contact in your Admin Menu and there is an option for Find and Merge Duplicates - /civicrm/contact/deduperules?reset=1
Then you can add a Strict Rule for Individuals for Email Only.
And p.s. in terms of civicrm terminology, to avoid confusion, the word 'profile' is used for a something else so
Quote
when people renew their membership the system is creating a new profile
needs to be understood as 'creating a new contact record'
Good luck
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wsamike

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Re: Settings for merging when someone renews their membership
October 28, 2011, 12:08:15 pm
Thanks for your help!   :)
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Settings for merging when someone renews their membership

This forum was archived on 2017-11-26.