Uploaded image for project: 'CiviCRM'
  1. CiviCRM
  2. CRM-20565

Better & more configurable dedupe lookups when adding a contact

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.7.0
    • Fix Version/s: 5.3
    • Component/s: NYSS
    • Labels:
    • Versioning Impact:
      Patch (backwards-compatible bug fixes)
    • Documentation Required?:
      User and Admin Doc
    • Funding Source:
      Core Team Contract
    • Verified?:
      No

      Description

      There is a display preference named "contact_ajax_check_similar" labeled "Check for Similar Contacts". Which affects the "New Contact" form. All this currently does is show individuals with a similar last name via the ajax api.

      Regardless of this setting, CiviCRM will always check for duplicates after saving the form and annoyingly block the form submission if it finds any potential matches.

      Proposed solution:

      • Update the ajax method to do a real dedupe lookup using all available fields.
      • Use this js for all contact types, not just Individual.
      • Migrate the boolean checkbox to a 3-option setting:
        "While Typing" or "When Saving" or "Never"

      Because the improved ajax lookup will be redundant with the form postprocess validation method, we'll do one OR the other, not both.

        Attachments

          Activity

            People

            • Assignee:
              eileen Eileen McNaughton
              Reporter:
              colemanw Coleman Watts
            • Votes:
              0 Vote for this issue
              Watchers:
              2 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:

                Time Tracking

                Estimated:
                Original Estimate - Not Specified
                Not Specified
                Remaining:
                Remaining Estimate - 0 minutes
                0m
                Logged:
                Time Spent - 5 hours
                5h