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Author Topic: Contribution profile is merging contact record based on last name  (Read 1550 times)

jhofer

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Contribution profile is merging contact record based on last name
December 18, 2012, 07:19:16 am
We rolled out a capital campaign last week and its been going great until yesterday when we noticed a horrible problem. 

When someone submits a contribution with the same last name as an existing contact, the information entered into the contribution profile overwrites the existing record. 

I have checked the merge and duplicate rules (for individuals) to make sure the threshold is high enough.  I have also tried to change the dedupe rule on the profile edit page (although I believe contribution dedupe rules are based on the default rules and not based on this profile setting).

Help please!  What am I missing?  We are going to have to stop the campaign and move to another system since each contribution could potentially merge with an existing contact.

Donald Lobo

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Re: Contribution profile is merging contact record based on last name
December 18, 2012, 08:59:24 am

1. can u give more details on what your default strict and fuzzy rules are for an individual contact. i.e. give all the fields and weights and threshold

2. can u check and see if there is a match with more than last name, i.e. last name and email maybe?

lobo
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jhofer

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Re: Contribution profile is merging contact record based on last name
December 18, 2012, 07:31:27 pm
As I was doing the research for answering #1 I discovered there was a 2nd individual strict rule, set to default which had low threshhold for last name. I deleted this and the issue is resolved.

Thanks for the quick response... sorry it ended up just being an oversight.  I'm glad that I learned that the contribute merge behaviour relies on the default individual dedupe rules.

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  • CiviCRM Community Forums (archive) »
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  • Contribution profile is merging contact record based on last name

This forum was archived on 2017-11-26.