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Author Topic: In Honor of  (Read 5370 times)

tentmakers

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In Honor of
March 18, 2008, 03:21:59 pm
I work with an organization that sponsors children overseas.  We have created contact records for each child.  We have created contribution pages for supporters/donors to donate to/sponsor that child.  How would I ensure that each donation via that particular child's contribution page is always submitted is in honor of that child's specific contact ID?  If we rely upon the donor typing in the honoree first name, last name, and email address, we get inconsistent results.

Thank you for any direction you can give me.

Paul

Kurund Jalmi

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Re: In Honor of
March 18, 2008, 11:36:42 pm
Paul,

Well if you have fixed children, lets say 4 per/year then i guess setting up four Contribution pages for each of the child makes sense. In this way you can easily track sponsorship for each child, etc.

Alternatively you want to use single Contribution page, you might consider setting up "Custom Data" may be "select - dropdown" with children names. Then include this custom field in profile and then add that profile to contribution page. This custom data is just for tracking purpose.

Above ideas might not be the best solution but might work if there are fixed/limited children.

HTH

kurund
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Dave Greenberg

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Re: In Honor of
March 19, 2008, 07:18:30 am
Adding to Kurund's post - the custom field should be in a custom data group "Used For" - "Contributions". Then you can easily search / export from Find Contributions "by sponsored child".
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tentmakers

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Re: In Honor of
March 19, 2008, 02:53:54 pm
Thanks!  I'll give it a try.

Paul

jeff porter

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Re: In Honor of
April 04, 2008, 08:00:30 pm
Speaking of this feature - is there anyway to NOT have civicrm create contact records for entries in the "in honor of" field? 
Jeff Porter
Foundation for Prader-Willi Research (www.fpwr.org)

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Re: In Honor of
April 05, 2008, 12:50:54 am

no. any specific reason you would not want a contact created?

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jeff porter

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Re: In Honor of
April 05, 2008, 07:34:39 am
Yes.  A lot of people want to put someone in the "in honor of" section for our site.  Most of these for FPWR are kids (and we don't know all of them or have all of them pre-loaded into our system).  The system creates a contact record for "Joey Smith" with an email address for their parent ("Fred Smith"), because that is what people will enter in for the honoree email.  Fred is already in our db, but we get duplicate contacts in the sense that we have 2 records (fred and joey) with the same email.  So we have to clean these out on a weekly basis. 

I think it should be a switch - what do you think?  Or, help me come up with a better idea on how to handle it (perhaps look up the email address used, and log it as an activity on that record or something?)




Jeff Porter
Foundation for Prader-Willi Research (www.fpwr.org)

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Re: In Honor of
April 05, 2008, 01:18:25 pm

I dont think we can have it as an option with the current data model since honor_contact_id is an optional foreign key in the contribution table.

I'm not sure what the best course of action is in your case. one potential option is to write a specialized dedupe function for your scenario which cleans up the honor stuff on a regular basis

lobo
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jeff porter

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Re: In Honor of
April 06, 2008, 07:19:40 am
But can't we link the honor_contact_id to the parent somehow?  That is what I was suggesting. So if we could have the user put in information about the child and the parent (if its a child they are honoring), then that would work?

On another note, it seems odd though that you would require this.  What if it was a donation in honor of someone deceased? Why capture contact information for a deceased person?

Jeff Porter
Foundation for Prader-Willi Research (www.fpwr.org)

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Re: In Honor of
April 06, 2008, 11:41:49 am

yes you can, but you will need to go in and hack the code. you can't to do it via a config option (this use case seems a bit too specific to FWPR)

in general with db's you always try to capture information in a similar format and similar objects to make things consistent. There is an is_deceased flag in the contact table :) which is used by a few orgs
lobo
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jeff porter

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Re: In Honor of
April 22, 2008, 08:04:27 pm
The problem we are running into here is that this logic creates a duplicate record every time.  So a user puts in an email address for the parent (who is already in the db), the systems doesn't check to see if that email exists on another record, it just uses it on the new record for the honoree.

We will figure something out.  In the meantime, what portion of the code is adding this record? What I would like to do is have it tag those as "honorees" or something so we can query them and clean them out.

Thanks

Jeff


Jeff Porter
Foundation for Prader-Willi Research (www.fpwr.org)

Donald Lobo

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Re: In Honor of
April 23, 2008, 02:25:12 am

I just skimmed through the code and there is logic in there to detect and reuse a contact if it already exists. If you can reproduce this on the demo server, we will fix it in 2.1

the code is in: CRM/Contribute/BAO/Contribution.php, function createHonorContact (line 614)

lobo
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jeff porter

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Re: In Honor of
April 25, 2008, 11:26:56 am
Reproduced.

Created both a Household record on demo called: Claus
Created an Individual record on demo called: Santa claus

Both have email address for primary of santa@claus.com (it should not let me do this BTW without establishing a relationship between the records, but that is another topic)

Then i did a contribution and set the honoree to be "Fred Claus" with email of santa@claus.com

Demo created a Fred Claus contact with the same email.  So now I have three emails in the db all with the same primary email address.  We consider that to be a duplicate record. 

Jeff

Jeff Porter
Foundation for Prader-Willi Research (www.fpwr.org)

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Re: In Honor of
April 25, 2008, 12:33:35 pm

is your de-dupe rule: 'email' , or is it: 'first_name' AND 'last_name' AND 'email'

If the latter then: Santa,Claus,santa@claus.com is not a duplicate of Fred,Claus,santa@claus.com since the first names dont match

The contact matching rules on demo are the latter: http://drupal.demo.civicrm.org/civicrm/admin/dupematch?reset=1

lobo
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jeff porter

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Re: In Honor of
April 25, 2008, 10:25:12 pm
Bingo - that was the issue for the individuals.  However, if there is a household with that email, it doesn't find it.  That is our biggest problem.  We have an admin who is converting our members into household records.  This logic appears to only be matching against individuals?
Jeff Porter
Foundation for Prader-Willi Research (www.fpwr.org)

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