Author Topic: How does Civi find the donor when not in system? (Read 833 times)

Keith · November 02, 2011, 02:02:15 pm

I have a contribution page which is open to the public (ie. you don't have to log in to donate). It uses a credit card processor. The donation works just fine.

However, when a donor who is not in the system gives a credit card donation, Civi attaches the contribution to an almost random existing individual. (In 2 cases it looked for the first person with the same first name in the system and attaches the contribution to that person.) What is most interesting is that it adds a new billing address to the existing donor.

This is very frustrating (and embarrassing!) because civi is sending out receipts to people who did not donate. (It does list the correct donor name/address under Billing Name and Address.

Is this a bug or a set up failure?

petednz · November 03, 2011, 10:43:06 am

Can you pls confirm what the 'Match Duplicate rules' is that is being used for 'strict individual' - you can find these under 'contact > find and merge duplicates'

Keith · November 03, 2011, 01:24:40 pm

Is this what it uses?

(a custom field - our internal account number) - 20
First Name - 5
Last Name - 5
Email - 10

total 20

So, it doesn't match the account number, it doesn't match the email address as they don't have an account. So therefore, it falls to the First name.

My problem is that I use the rule to import donations from an external system which DOES contain the account number.

Any suggestions?

petednz · November 03, 2011, 01:34:12 pm

If that is your Strict Individual Default set of Rules then yes it will be using that. But that would suggest that if anonymous makes a donation and has the same first name but different last name and email, and the internal account number is not present, then it should create a new contact.
You can set up different sets of Rules and pick which you use for the Import because the Import no longer has to use the default strict.

Keith · November 03, 2011, 01:37:06 pm

That's where I am confused. I assumed that because it does not reach the 20 points threshold, it would consider this a new user.
Yet it is obviously matching the first First Name it finds and adds it there.

Unfortunately I am still using 3.2.1. Haven't had a lot of luck in the upgrade (Drupal 6->7 PLUS Civi 3>4 !)

petednz · November 03, 2011, 01:45:02 pm

It shouldn't be matching if it can't find a match

So something sounds amiss.
Can you add a screenshot of your Duplicate Matching Rules ie civicrm/contact/deduperules?reset=1

Keith · November 03, 2011, 01:49:43 pm

See attached for images

petednz · November 03, 2011, 01:55:05 pm

can't see any probs there. Any customisations you are aware of?

Keith · November 03, 2011, 01:58:08 pm

No customizations that I can think of. I am the only programmer with access to this system.

I think I'll try to delete this rule and recreate another one, perhaps with just email as a key.

They change the default back to the one controlled by the account number when we have to import contributions from our external source.

COuld you think of a way to debug this issue? Unfortunately, it is hard since it happens on donation by non-registered user.

Would it be better for me to remove several of the non-used rules?

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Author Topic: How does Civi find the donor when not in system? (Read 833 times)

Keith

How does Civi find the donor when not in system?

petednz

Re: How does Civi find the donor when not in system?

Keith

Re: How does Civi find the donor when not in system?

petednz

Re: How does Civi find the donor when not in system?

Keith

Re: How does Civi find the donor when not in system?

petednz

Re: How does Civi find the donor when not in system?

Keith

Re: How does Civi find the donor when not in system?

petednz

Re: How does Civi find the donor when not in system?

Keith

Re: How does Civi find the donor when not in system?