Timeline for Bug with Check for Matching Contact(s) button
Current License: CC BY-SA 4.0
11 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jul 25, 2018 at 14:10 | vote | accept | Robin Fenwick | ||
| Jul 24, 2018 at 8:20 | answer | added | Pradeep Nayak | timeline score: 2 | |
| Jul 24, 2018 at 2:53 | answer | added | user4278 | timeline score: 1 | |
| Jul 24, 2018 at 2:53 | comment | added | user4278 | hook looks like ``` | |
| Jul 24, 2018 at 2:49 | comment | added | user4278 | I think Coleman is working on a patch for this - it has been discussed in the dev-post-release channel. Note that under Administer CiviCRM>>Customise Data and screens>>Display Preferences you can opt for Check for Similar Contacts While Typing and they will pop up on name or email match as you do data entry. We also have a hook that adds a link to find matches by rule to the actions on the contact summary screen | |
| Jul 23, 2018 at 22:23 | comment | added | petednz - fuzion♦ | IN terms of duplicates being created - do you need to a/ review your Dedupe rules, b/ confirm which dedupe rules are being applied for each Event | |
| Jul 23, 2018 at 20:58 | history | edited | Robin Fenwick | CC BY-SA 4.0 |
added 12 characters in body
|
| Jul 23, 2018 at 20:55 | comment | added | Robin Fenwick | We do see the pop-up duplicates warning when adding contacts in the admin interface.... BUT The duplicates are actually being created unsupervised, by users booking for events - we then go in and manually de-dupe. This may seem odd, but we have found it is the best way for our organisation. I wonder if the change in this functionality has broken the button, thank you for confirming it doesn't work for you either @petednz-fuzion | |
| Jul 23, 2018 at 19:26 | comment | added | petednz - fuzion♦ | I tested on dmaster at "dmaster.demo.civicrm.org/civicrm/contact/…" by typing 'betty adams' and got "Similar Contacts Found If the contact you were trying to add is listed below, click their name to view or edit their record: Betty Jensen [email protected] Mrs. Betty Adams [email protected]" - but yes if I then click on "Check for Matching Contacts" it just reloads the page without the pop up. Does the pop up not give you the info you need and hence the 'check for matching contacts' is now a bit redundant? | |
| Jul 23, 2018 at 12:14 | comment | added | user4278 | Are you seeing proposed matches pop up as you type? There was a change in this functionality | |
| Jul 23, 2018 at 10:34 | history | asked | Robin Fenwick | CC BY-SA 4.0 |