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Author Topic: Duplicate Matching for Profiles  (Read 3010 times)

Sarah

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Duplicate Matching for Profiles
March 14, 2008, 11:37:39 am
I have been trying to configure a profile and  I wanted to test out duplicate matching turned on and off. I checked the contact matching rules and it is set to check on first name, last name and email. The duplicate matching settings are set to First Name 5 Last name 7 email 20, Weight threshold 20. It still seems like no matter how I check the box in the profile settings  it creates a duplicate contact. Ideally when it is checked it should replace the first duplicate contact, and when it is not checked it should add a new contact. Is there a setting that I am missing?
Thanks.

Dave Greenberg

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Re: Duplicate Matching for Profiles
March 14, 2008, 06:12:06 pm
The "Contact Matching" rules are what is currently used to determine whether newly submitted contact info is a "duplicate". The "Duplicate Matching" settings are only used by the "Find Duplicate Contacts" function at this time. (We plan on merging these in a future release.)

Assuming "Contact Matching" is set to the default (first, last, email) as you've noted, the expected behavior when a Profile form is submitted by an anonymous user is as follows:
* If the Profile Setting - Update contact on a duplicate match? - is checked, and the form values for First Name, Last Name and Email match an existing contact - that contact is updated.
* If the Profile Setting - Update contact on a duplicate match? - is NOT checked, and the form values for First Name, Last Name and Email match an existing contact - an error message is returned ("An account already exists with the same information.") and the values are not saved.

I just retested this on a 2.0 install - and it worked as stated above. If it's not working that way for you, please try and recreate the case on the 2.0 demo (http://drupal.demo.civicrm.org).
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Sarah

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Re: Duplicate Matching for Profiles
March 16, 2008, 01:26:14 pm
I believe that works ok, but if you just set it to match on email, you should get the error message if the updating is disabled, and it should update it if it is enabled correct?
So far I have not been able to reproduce these results on the demo.  It seems no matter which settings I use it adds a new email when I submit the information. Try using the test profile (id 3) on the demo and see if you get the same results.
thanks for your help.

Kurund Jalmi

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Re: Duplicate Matching for Profiles
March 17, 2008, 12:20:17 am
Sarah:

This is a bug, filed and fixed the issue. http://issues.civicrm.org/jira/browse/CRM-2856

thanx,

kurund
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ctarascio

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Re: Duplicate Matching for Profiles
March 17, 2008, 08:13:59 am
Hi,
   Is 2.0 rev 13684 available for download somewhere? We'd like to install that version, with the fix, if possible.

Thanks,
Cynthia

Kurund Jalmi

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Re: Duplicate Matching for Profiles
March 17, 2008, 09:07:04 am
Cynthia,

Check : http://biryani.osuosl.org:8181/viewrep/CiviCRM/branches/v2.0/CRM/Core/BAO/UFGroup.php?r1=13584&r2=13684

kurund
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ctarascio

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Re: Duplicate Matching for Profiles
March 17, 2008, 09:20:30 am
Hi Kurund,
   I tried the link twice and get the "page cannot be displayed" message. Can you help?

Thanks,
Cynthia

Kurund Jalmi

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Re: Duplicate Matching for Profiles
March 17, 2008, 10:16:58 am
Cynthia,

Fisheye is working correctly for me. alternatively you can get the file from svn: http://svn.civicrm.org/civicrm/branches/v2.0/CRM/Core/BAO/UFGroup.php

kurund
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ctarascio

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Re: Duplicate Matching for Profiles
March 17, 2008, 12:59:26 pm
Hi again,
    We were able to get the latest code and install it, but the behavior is still the same: With the profile setting box checked to "update contact on match", I changed the Contact matching rule to be just the email address and even though the email address I entered in the profile matched a pre-existing contact, a new contact was added instead of being updated.
   I have 2 questions:
1. How can I be sure we actually installed revision 13684? All I see at the bottom of the CiviCRM home page is "2.0.1"
2. Is this "patch" installed on the demo site? If so, I will test there.

Thanks for your help,
Cynthia

Kurund Jalmi

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Re: Duplicate Matching for Profiles
March 17, 2008, 01:05:48 pm
Quote
1. How can I be sure we actually installed revision 13684? All I see at the bottom of the CiviCRM home page is "2.0.1"
You need to apply following patch: http://biryani.osuosl.org:8181/viewrep/CiviCRM/branches/v2.0/CRM/Core/BAO/UFGroup.php?r1=13584&r2=13684

Quote
2. Is this "patch" installed on the demo site? If so, I will test there.
Yes, demo is running on latest code. Please try to replicate it on demo.

kurund

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ctarascio

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Re: Duplicate Matching for Profiles
March 18, 2008, 06:00:47 am
Hi Kurund,
   I will try on the demo and the  post the results.

By the way, the links to " http://biryani.osuosl.org..." do not work for us here. We get a message that says the page cannot be displayed.

Thanks,
Cynthia
 

Donald Lobo

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Re: Duplicate Matching for Profiles
March 18, 2008, 07:03:17 am

most likely your network is blocking port 8181 (which quite a few networks do)

we will move fisheye to port 80 by end of week
 
lobo
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ctarascio

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Re: Duplicate Matching for Profiles
March 19, 2008, 08:33:20 am
Hi,
  On the demo site: I tried the duplicate match using just the email address and it worked fine. More specifically:
I changed the "contact Matching Rule" to just "email"
Created a profile with firstname, lastname and email and checked the box to "update contact on match"
Added contact Jane Doe with jane@test.org
Using the profile I entered Peter Smith w/email-jane@test.org

Jane Doe's first and last name were changed to Peter Smith respectively.

So apparently we do not have the correct code release "13684". Any ideas?

Thanks,
Cynthia

Donald Lobo

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Re: Duplicate Matching for Profiles
March 19, 2008, 03:50:42 pm

you might want to get aaron to do an svn update for your code base and ensure that this works

thanx

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Duplicate Matching for Profiles

This forum was archived on 2017-11-26.