Timeline for Multiple First Names for a Contact - implementing AKA (also known as)
Current License: CC BY-SA 4.0
7 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| May 5, 2021 at 19:59 | answer | added | Rick Cunningham | timeline score: 2 | |
| Dec 18, 2020 at 13:09 | comment | added | Rick Cunningham | Andy, I tried this: - define new dedupe rule name or nickname - 1 point for matching first name, 1 point for last name 2 points for email and 1 point for nickname - when registering using the nickname in the first name field, it is not checked against nickname - so using my contact's nickname in the registration creates a duplicate contact with the first name = the nickname | |
| Dec 18, 2020 at 12:31 | comment | added | Rick Cunningham | Andy, I had never noticed the nickname field. I had planned to just create a new custom field for AKA or something like that. I wonder if some clever person extended the name and email dedupe rule to check the nickname as well as the regular name? I'll do an experiment and see if this resolves the problem. | |
| Dec 18, 2020 at 12:22 | comment | added | Rick Cunningham | Pete - it doesn't solve all our problems, but nonetheless that's a great idea - I vaguely remember that (at least in Drupal) use of the checksum brings the person to the link as though they are logged in. Do you know whether, in the situation where we have a contact but no user account (Wordpress), the trick still works? Is there any such thing as being identified as a contact without actually having a wordpress user account? | |
| Dec 17, 2020 at 18:01 | comment | added | petednz - fuzion♦ | what triggers most people to go to your site and fill in an empty form? is it a link you send out via an email? (if so using checksums would land them on the form with it pre-filled - mentioning just in case that helps reduce duplicates being created) | |
| Dec 17, 2020 at 16:50 | comment | added | Andy Clark | Have you tried using the nickname field as an AKA? | |
| Dec 17, 2020 at 13:12 | history | asked | Rick Cunningham | CC BY-SA 4.0 |