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  1. CiviCRM
  2. CRM-1147

Inconsistent Duplicate Matching Behavior for Organizations (Import vs. Manual Add)

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.5
    • Fix Version/s: 1.5
    • Component/s: None
    • Labels:
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      Description

      Import for Organizations contacts uses organization_name for duplicate matching. However, "New Organization" (contact/add?ct=Organization) doesn't do any dupe check (as far as I can tell). We should be consistent .... so...

      • Modify postProcess on add organizaiton form to dupe check on organization name.

      Also - please check Household Import / New Household behaviors and implement the same rules using household_name if it's not already in place.

          • Matches s/b case-insensitive in all cases. ***

      NOTE: We will add configurable dupe-checking rules for Organizations and Households in a subsequent release.

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            • Assignee:
              anil Anil Kokitkar
              Reporter:
              dgg David Greenberg
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