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Author Topic: Merge Contacts  (Read 1364 times)

Deeze814

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Merge Contacts
April 13, 2013, 12:31:10 pm
Im new to CiviCRM and I am curious if there is a configuration that would allow for the Merge Contacts functionality to be done automatically?

 I have read the documentation about the two rule types "Strict" and "Fuzzy" and it sounded like Strict was exactly what I wanted, since it will automatically run when a new contact is created via an online registration for an event.

I wanted this so that the new contact created from the online registration of an event would be merged with an existing contact that is part of a particular household.

Currently CiviCRM creates a new contact from the information on the online registration of the event but does not merge it with the contact with the same information that the Strict Rule is configured to mark contacts as duplicates.

If I go into the merge rules and run it manually it will find the two contacts and show them as duplicates, so I am wondering why it does not merge them when the new contact is created via the online registration?

Donald Lobo

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Re: Merge Contacts
April 13, 2013, 09:19:27 pm

this does happen automatically in most/all cases.Can you try to reproduce your scenario on our demo servers

lobo
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Deeze814

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Re: Merge Contacts
April 14, 2013, 07:28:28 am
Hi lobo, thanks for replying.

I will try and recreate this on the demo servers today, but I wanted to run this by you to see if there is already a fix for this issue.

While researching the problem I ran across issues.civicrm.org/jira/browse/CRM-12117 , which seems to indicate that my problem lies in the fact that I am still running 4.2.8 and need to update to 4.2.9 in order to get the needed code to make this functionality work correctly.

If I am understanding the post correctly, all that was changed was code inside of the Register.php file so that the Strict rule is applied to more than just email.

If this is the case would it be feasible to just use the Register.php file stoob commited (which is posted on the above linke) to my CiviCRM files overwriting my current version?

Thanks for your feedback.

Donald Lobo

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Re: Merge Contacts
April 14, 2013, 09:56:43 am

oh yes, i forgot about that issue :)

I would upgrade to 4.2.9 since there were a few different commits to that issue. 4.2.9 also has quite a few other important patches

lobo
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dccordell

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Re: Merge Contacts
April 14, 2013, 03:37:17 pm
Lobo, should we just go ahead and upgrade to CiviCRM 4.3?

Michael McAndrew

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Re: Merge Contacts
April 15, 2013, 05:53:09 am
Hey there,

In general an upgrade from n.n to n.n+1 causes a lot more changes (new functionality, etc.) than one from n.n.n to n.n.n+1 (bug fixes, etc.)

For example, we have changed the terms for strict and fuzzy to supervised and unsupervised :)

If I were you, I would do the 4.2.9 upgrade for now, and save the 4.3 upgrade for another time (and do appropriate testing of new functionality, etc.)

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Merge Contacts

This forum was archived on 2017-11-26.