CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Additional help for profile update on duplicate match
Pages: [1]

Author Topic: Additional help for profile update on duplicate match  (Read 2060 times)

Michael McAndrew

  • Forum Godess / God
  • I live on this forum
  • *****
  • Posts: 1274
  • Karma: 55
    • Third Sector Design
  • CiviCRM version: various
  • CMS version: Nearly always Drupal
  • MySQL version: 5.5
  • PHP version: 5.3
Additional help for profile update on duplicate match
March 06, 2009, 03:37:53 am
Hi there,

Small addition to the inline help which I think will be useful for users:

The current help field for "Update contact on a duplicate match?" reads

"If enabled, the contact record is updated if a matching existing record is found. Note that if there are multiple matches, the first match found is updated."

I think it should also include a definition of what happens when it isn't checked (I took this from the wiki).

"If not enabled, the user will get a "duplicate record" warning and their input will not be saved."
Service providers: Grow your business, build your reputation and support CiviCRM. Become a partner today

Michael McAndrew

  • Forum Godess / God
  • I live on this forum
  • *****
  • Posts: 1274
  • Karma: 55
    • Third Sector Design
  • CiviCRM version: various
  • CMS version: Nearly always Drupal
  • MySQL version: 5.5
  • PHP version: 5.3
Re: Additional help for profile update on duplicate match
March 06, 2009, 05:21:43 am
Also thinking about it, some information on the context in which this applies.  Will it apply if this profile is used on an event registration page, for example.
Service providers: Grow your business, build your reputation and support CiviCRM. Become a partner today

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: Additional help for profile update on duplicate match
March 06, 2009, 04:30:49 pm
Michael - good suggestion. I've updated the help for 2.2 as follows:
****
If you are using this profile as a contact signup and editing form, OR in an online contribution page, OR in an event registration page - this option controls what happens if the data matches an existing contact record. If this option is enabled, the matching contact record is updated. Otherwise the user will get a "duplicate record" warning, and their input will not be saved. Contact matching is based on your configured "Strict" rule for matching duplicate contacts. (learn more...)

NOTE: If there are multiple matching contacts, the first matching found record is updated.

****

More info is a link to http://wiki.civicrm.org/confluence/display/CRMDOC/Find+and+Merge+Duplicate+Contacts

(If you start finding a lot more places where the help needs improving - might be best to submit a set of patches - or at some point get you added to SVN :-) ).
Protect your investment in CiviCRM by  becoming a Member!

Michael McAndrew

  • Forum Godess / God
  • I live on this forum
  • *****
  • Posts: 1274
  • Karma: 55
    • Third Sector Design
  • CiviCRM version: various
  • CMS version: Nearly always Drupal
  • MySQL version: 5.5
  • PHP version: 5.3
Re: Additional help for profile update on duplicate match
March 13, 2009, 06:51:22 am
Will do once I get my SVN server set up :-)
Service providers: Grow your business, build your reputation and support CiviCRM. Become a partner today

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Additional help for profile update on duplicate match

This forum was archived on 2017-11-26.