CRM-11067 Missing info from merging and depupe section of the book

    Details

    • Type: Sub-task
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.2.1
    • Fix Version/s: 4.4.0
    • Component/s: None
    • Labels:
      None

      Description

      I don't have a very good understanding of dedupe, but I am aware that the section in the book is incomplete. It only seems to talk about using a rule to 'run' a dedupe and merge on existing contacts in the database. I think there is info missing on how dedupe rules are automatically referenced when, for example, a non logged-in user signs up for an event - to check if a similar contact already exists in the database - and updates that contact if there is a match.

        Attachments

          Activity

          [CRM-11067] Missing info from merging and depupe section of the book
          Jamie Novick added a comment -

          Have updated the content but there seems to be a bug with uploading images for the new "supervised" and "unsupervised" rules screen.

          Jamie Novick added a comment -

          Dedupe rules landing page image to be added to book

          Peter Petrik added a comment -

          New image uploaded.

          Peter Petrik added a comment -

          Reviewed the full book and replaced references to "strict" and "fuzzy" rules.

            People

            • Assignee:
              Peter Petrik
              Reporter:
              Katy

              Dates

              • Created:
                Updated:
                Resolved: