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  1. CiviCRM
  2. CRM-15182

on behalf of: preloaded org is not preserved

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.4.6, 4.5
    • Fix Version/s: 4.5
    • Component/s: None
    • Labels:
      None
    • Documentation Required?:
      None

      Description

      to replicate:

      • alter the unsupervised org matching rule to require match on org name, email and city
      • create a contrib page with on-behalf of enabled using a profile that only includes two of the three fields
      • for your logged in user, add a current employer and permission the indiv to modify the org

      now visit the contrib page. the org profile will be prefilled with the orgs details. but if you save the form, a duplicate contact is created.

      since we're logged in and are prefilling the form with the org details, we should be "locked" into that org record (if the indiv has multiple permissioned employer relationships a select box allows them to choose the correct one; and there is a link to create a new org – so we clearly are intending to interact with a specific org). instead, the org record is being run through the matching rule which may or may not result in a match.

      further, it doesn't allow the user to modify the org's record. for example, they can't update the org's email or it will fail the match and create a new record.

      this is particularly problematic for membership forms, as it results in the membership being attached to a new, duplicate org, rather than renewing with the existing org.

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            • Assignee:
              lcdweb Brian Shaughnessy
              Reporter:
              lcdweb Brian Shaughnessy
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              Dates

              • Created:
                Updated:
                Resolved: