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  1. CiviCRM
  2. CRM-2001

Modify Forms and Functions to Use New Dedupe Rules

    Details

    • Type: Task
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.8
    • Fix Version/s: 2.2.0
    • Component/s: Core CiviCRM
    • Labels:
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      Description

      The following forms and processing flows need to be modified to use the new dedupe rule(s):

      • Add / edit Individual - dupe check on Individuals
        + Also "Use Household Address" >> "Create new Household" option - dupe check on Household (include form values for HH name and address)
      • Add / edit Organization and Houshold (replace hard-coded duplicate checking on HH and Org name)
      • Profile create / edit (notably with reference to processing of civicrm_uf_group.is_update_dupe flag)
      • Online Contribution form - create vs. update contact based on dupe match
      • Event Registration form (I think the logic is the same here ??)
      • Import Contacts (individ, hh and org - processing relative to dupe handling mode - skip, update, fill, ignore)
      • Import Contributions, Memberships, Participants - code used to match input columns (e.g first, last, email...) to the contact to whom wel assign the contrib, membership or participant record. (e.g. the "Match to Contact" fields which are dynamically defined based on the dupeRules for the selected Contact Type).

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              • Assignee:
                sunil Sunil Pawar
                Reporter:
                dgg David Greenberg
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