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  1. CiviCRM
  2. CRM-4414

Ability to select contact from autocomplete list OR create a new contact when adding a contribution, pledge, participant, membership, case or grant

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      Description

      1. Currently you can only create a new contribution by navigating to a contact record first, clicking the Contributions tag and then clicking New Contribution. The purpose of this feature is to provide a streamlined workflow for:

      • Entering a contribution for an existing contact
      • Entering a contribution for a new contact

      When Create new ... Contribution is selected (either from new Shortcuts block or from Contributions menu) - the form will include our jQuery "contact selector" widget (auto-complete). User can select an existing contact and proceed with filling out the contribution form. If they don't find the contact they're looking for they can select "Create new contact" radio button option (or we might imply this when they type in a non-matching value).

      If they choose to create a new contact - inject a reserved profile ("New Individual") which should be delivered in the standard data (and included in upgrades). This profile will contain First, Last and Email fields. It can be extended by the site admin as needed (but it can not be deleted or disabled or re-named). Preprocess code which loads the Profile when "Create contact" link is clicked needs to verify existence of this profile and existence of either Email or First and Last Name fields.

      2. Implement same workflow for new Pledge, (event) Participant, Membership, Case and Grant

      ON HOLD:
      Duplicate Checking: When the profile form is submitted, invoke the default fuzzy contact matching rule (since this profile is operating in a "back-office" context). If one or more matches are found, show a button to "Save Duplicate" AND link or links to Use this contact: $display_name. If a "use contact" link is clicked, then close the profile pop-up and populate the jquery contact autocomplete field with the selected contact.

      Post process creates the contact record (if appropriate) prior to creating contribution record.

      This form should have a Save and New button in addtion to Save - on top and bottom of form.

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              • Assignee:
                sushant Sushant Paste
                Reporter:
                dgg David Greenberg
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