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Author Topic: Email only contact being duplicated via profile despite Contact Matching  (Read 1867 times)

petednz

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Email only contact being duplicated via profile despite Contact Matching
September 24, 2008, 09:41:00 pm
Hi - can I get some clarification on what the Profile 'update contact' applies to?

I assume it operates under the rules of Contact Matching in 2.0 and earlier (i know 2.1 changes all this)

Here is the scenario.

Someone who is not on database signs up for a Newsletter via Subscribe to Mailing List. So we end up with a record for them with just their email address.

They then come to a Profile that asks for email + First + last

I had been thinking that if Contact Matching Rules were set to 'email only' as the match that the profile would therefore add their First and Last to the existing record.

This is not happening, a duplicate record is being created.

Is there a setting I am missing, or a logic I am ignoring?

Also is there a way of adding First and Last to the Subscribe to Mailing List option? We could just use profiles but are dealing with a bit of an existing hybrid (who isn't!)

Thanks
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Kurund Jalmi

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Re: Email only contact being duplicated via profile despite Contact Matching
September 24, 2008, 10:14:29 pm
For profile if "Update contact on a duplicate match?" is enabled, then we use "Strict" (Individual) rule for finding duplicate.
Check http://drupal.demo.civicrm.org/civicrm/admin/deduperules?reset=1

Hope you have correctly configured: http://drupal.demo.civicrm.org/civicrm/admin/deduperules?action=update&id=4

Kurund
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petednz

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Re: Email only contact being duplicated via profile despite Contact Matching
September 24, 2008, 11:11:53 pm
Kurund. thanks for responding. This is a 2.0 set up. Yes I have 'update contact' set in the Profile. So in 2.0 does this enforce the email+first+last regardless of how i have 'contact matching' or 'duplicate matching' set?
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Kurund Jalmi

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Re: Email only contact being duplicated via profile despite Contact Matching
September 24, 2008, 11:45:43 pm
Quote
So in 2.0 does this enforce the email+first+last regardless of how i have 'contact matching' or 'duplicate matching' set?
I don't think so. If you change your Contact Matching to only "Email", it should work fine.

Kurund
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petednz

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Re: Email only contact being duplicated via profile despite Contact Matching
September 25, 2008, 12:25:11 am
Tried that and no luck.

For example, see attached. The profile has Update contact on a duplicate match?" enabled.

The upper record was just created by using a profile even though it has exactly the same email - and yes had only 'email' set in the Contact Match rule - but will verify that it does it even if rules is returned to email+first+last.

Is it possible that the Contact Match only applies when one uses a 'create' profile rather than an 'edit' profile?

Ie this is using civicrm/profile/edit?reset=1&gid=40 which we have made available to the public so that it works for people who are logged in (avoids them setting up duplicate records) and random visitors.
« Last Edit: September 25, 2008, 12:27:13 am by peterd »
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petednz

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Re: Email only contact being duplicated via profile despite Contact Matching
September 25, 2008, 01:44:15 am
In an effort to get to the bottom of this I thought I should test the demo site.

So created Profile that requires First+Last+Email and also asks for nickname - Profile GID=2

Profile is set to 'check for duplicates'

Individual Duplicate rules for Strict to First (5) +Last (5) +Email (5) and 12 as threshold

Used profile to create an Individual = Pete Davis testing@fuzion.co.nz

Went to unlogged in browser and entered profile url = http://drupal.demo.civicrm.org/civicrm/profile/edit&gid=2&reset=1

Filled in form as = Pete Davis testing@fuzion.co.nz - plus NickName = Eagle

And got a

Please correct the following errors in the form fields below:
An account already exists with the same information.


Not that any fields were highlighted to indicate where the errors were.

I was expecting it to recognise this as a duplicate and update the field.

What am I missing either in terms of understanding or technique? Thanks
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Email only contact being duplicated via profile despite Contact Matching

This forum was archived on 2017-11-26.