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I am having a problem with custom general rules for deduping. Very inconsistent results that cause me to suspect that there may be significant issues. One strange observation is that at times a general clearing of caches makes a difference. But even that is not consistent and problematic if a rule is being used by a webform, for example.

Are users have success with general rules? Failures? My test case is using First Name, Last Name and birth date. Is this a case where a general rewrite is needed and perhaps a Make It Happen campaign?

Any insights would be appreciated. enter image description here

  • can you clarify your dedupe rule config ie the weighting and the threshold – petednz - fuzion Dec 5 '18 at 19:09
  • sure - added to initial posting – Dave T Dec 5 '18 at 19:27
  • I have now repeated failure > success cycle by clear Civi caches. The need to flush cache is not clear as it is not consistently due to any of the things I have tested. Matching via Webform is not working with this rule thus far even with cache clear. – Dave T Dec 5 '18 at 19:32
  • Further testing - There is some sequence of events (not figured out yet) that seems to cause a need to clear cache to allow dedupe rule to be reset. – Dave T Dec 5 '18 at 19:50
  • is there a reason for having values in the Length field? Dedupe may run faster without values in there – petednz - fuzion Dec 5 '18 at 21:01
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I just used a general rule for org contact type import yesterday and it worked.

Import Contacts creating dupes despite dedupe rules

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I have at least one customer that uses dedupe rules regularly in their processes and they work. They have different general rules like:

  • Last name AND first name AND birth date
  • Last name AND first name AND postal code
  • E-mail OR (First Name AND Last Name AND Birth Date)

Mind you, they do this deduping in the backend, so in CiviCRM. Their CiviCRM is on a different server than their public website.

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