CiviCRM Community Forums (archive)

Hi - not super clear to me how one specifies the rules that get applied say, when applying 'duplicate checking' when a profile is being filled out, or during an import.

The "Find and Merge Duplicate Contacts" looks well set up for doing merges etc, but how do you specify which is applied in the above situations? Cheers

Hi Kurund. Sorry that still isn't clear but maybe I have got rusty on the language - I am talking about the Contact Matching. In 2.0 I can specify what rules apply when you import or use Drupal matching

The Contact Matching Rule is used to determine when a new Drupal User record should be matched and linked to an existing CiviCRM contact record. It is also used to alert you of a matching Individual contact record when you create a new Individual. Finally, contact Import uses this rule to determine whether a row in your import file is a duplicate of an existing record.

I knew you were shifting to a much better 'merge' system but presumed we would still be able to specify the rules to be applied when doing an import.

Thanks Kurund. So it is the strict rule that is applied, rather than the fuzzy one?