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Author Topic: Trivial change to clarify profile matching  (Read 541 times)

sonicthoughts

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Trivial change to clarify profile matching
November 18, 2013, 05:25:47 pm
It took me and a few users a while to realise that when selecting profile matching for an existing contact, the option "Issue warning and do not save " actually means link to contact if event registration, contribution, etc.  This is not clear at all and link on match is IMO the preferred selection to avoid duplicates or worse - overwriting the wrong contact.  I thought something like this might be better: http://screencast.com/t/YyZQxGzr - a checkbox with a label "if embedded, link to contact record".  This would also create the option to prevent matching entirely.

I would code it myself if I could, but alas, this is my contribution to the cause ....

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Trivial change to clarify profile matching

This forum was archived on 2017-11-26.