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  • How to avoid duplicate contact creation while renewing membership
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Author Topic: How to avoid duplicate contact creation while renewing membership  (Read 950 times)

shashikant

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How to avoid duplicate contact creation while renewing membership
January 07, 2013, 01:17:32 am
Hi,
I want to configure membership in such way that it dont create the duplicate contacts.
As mentioned here http://book.civicrm.org/user/current/membership/setup/
it uses same url for membership signup and renewal.
Because of this if user is not logged in and user is makes payment for his membership renewal then it creates new contact and add membership in new contact.
which i dont want.

How can i include requiring log in to view membership signup and renewal pages, to avoid duplicate contacts

Thanks.

Tony Horrocks

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Re: How to avoid duplicate contact creation while renewing membership
January 20, 2013, 07:35:59 am
Your online membership renewal will have a contribution page. In Drupal you can then remove the make contributions permission for the anonymous user. This means users will need an account to log in.
When they are presented with the access denied page in Drupal you might want to customise that as well and point the user to registration.
Tony Horrocks
Author of the CiviCRM CookBook https://www.packtpub.com/web-development/civicrm-cookbook

shashikant

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Re: How to avoid duplicate contact creation while renewing membership
February 01, 2013, 12:09:08 am
Hi, Tony
Thanks for reply.
We have disabled the permission for anonymous user for the contribution Pages, so that user must log in while renewing the membership.
Hope this method works and no one creates new membership and contact while renewing the membership.

Regards,
Shashikant

Max Hunter

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Re: How to avoid duplicate contact creation while renewing membership
February 20, 2013, 06:17:28 pm
Hi Shashikant,

Restricting access to the renewal page isn't the approach that I would take -- after all, we want the process of renewing to be as simple and streamlined as possible. 

Instead, I would head over to Administer > Manage > Find and Merge Duplicates to change the rules that Civi uses to detect duplicates.  Tweak the "Strict" rules -- these are the ones used to whether the renewing member already exists in your database. 

It's true that you'll get more duplicates this way than if you were to require login, but you'll also get more members renewing.  When you weigh the increased member renewal income against the moderate staff time for deduping, you'll probably find that it's a net gain for your end user organization.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • How to avoid duplicate contact creation while renewing membership

This forum was archived on 2017-11-26.