Author Topic: Soft Credits - How to determine which contact to choose from multiple same names (Read 757 times)

madronemedia · May 19, 2009, 02:33:58 pm

Here's the scenario. I'm in a individual's record. I'm entering a contribution and want to soft credit "jane jetson". I start to type, "jestson, j", and the auto complete function of the soft credit field finds three "jane jetson" records. How can I tell which one lives on 123 Main street in order to soft credit the correct individual?

Is this a bug? Any ideas greatly appreciated.

I've attached a JPG file of an example to help clarify.

Kurund Jalmi · May 19, 2009, 03:17:01 pm

Quote

Is this a bug?

IMO it's not a bug. I think we should consider appending address details to the name so that it is easily distinguished. We do similar thing for Current Employer check: http://drupal.demo.civicrm.org/civicrm/contact/add?ct=Individual&reset=1

So can you file an feature request for this.

Kurund

madronemedia · May 19, 2009, 03:42:47 pm

I think that would solve it! I've created the issue, http://issues.civicrm.org/jira/browse/CRM-4508

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Author Topic: Soft Credits - How to determine which contact to choose from multiple same names (Read 757 times)

madronemedia

Soft Credits - How to determine which contact to choose from multiple same names

Kurund Jalmi

Re: Soft Credits - How to determine which contact to choose from multiple same names

madronemedia

Re: Soft Credits - How to determine which contact to choose from multiple same names