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  1. CiviCRM
  2. CRM-217

Check for Duplicate Contacts from Add/Edit Form

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.1
    • Component/s: None
    • Labels:
      None

      Description

      Add new form button - "Check for Matching Contact(s)" - to Edit.php/tpl - at lower left of 'Name and Greeting' fieldset. Button posts currently entered form values to dupe checking function.

      If no matches, returns status - "No matching contacts found."

      If one or more matches, returns listing of dupe suspects in table - including display_name, city, state, country, email as available.

      User instructions should include: "If this is NOT a duplicate of the contacts listed above, please modify your input or add additional data which will differentiate this record from the other listed contacts."

      NOTE: This could be a good candidate for implementation via Ajax - since we could invoke a server-side dupe check function w/o actually submitting the entire form.

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            • Assignee:
              lobo Donald A. Lobo
              Reporter:
              dgg David Greenberg
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              • Created:
                Updated:
                Resolved: