2

Following recent Events/bookings we have found several duplicate organisations have been created. We used the Name and Email (reserved) Supervised dedup rule and while duplicate individuals have not been created we now have many duplicated organisations.

Any assistance with this issue would be most appreciated as we are due to launch another event which will probably have well over 100 bookings.

Thank you Allison

Hi Allison

Does the settings for the Organisation Name field look like this? profile screenshot

Improve this question
2
  • You can use the same functionality for deduping for organisations as for individuals. The only thing which differs are the rules you use. If you go to Contact --> Duplicate Contacts you can use a rule for organisations such as Name and E-mail address.
    – Jaap Jansma - CiviCooP
    Commented Feb 7, 2019 at 14:43
  • 1
    Hi Jaap Jansma - thank you for responding so quickly. I think you may have misunderstood my question. I am trying to find out if you can create a combined dedupe rule where if you use the Individuals rule you can add in a field for Organisation also - we are running events and while we have solved the issue of duplicate contacts being created, we have found that now duplicate organisations are being created. Do you have any ideas? I look forward to any response you can give to assist us.
    – Allison McAlroy
    Commented Feb 7, 2019 at 15:09

1 Answer 1

Reset to default
5

The short answer is no. Dedupes for individuals and oranisations are handled separately in Civi.

I'm assuming (and feel free to correct me if I'm wrong) you've got an event booking profile for an individual which includes the current employer field.

From Manage events list. Find the event in question. From the configure options at the RH side of the screen select configure, then online registration.

Under the heading Registration Screen you'll find links to the profiles used to gather contact details. Check the Organisation Name field to see how it is configured. Frequently this uses the current employer field from the contact record.

Soenthing like thisprofile screenshot

Civi will apply the specified dedupe rule to the new individual details and match as required.

There won't be a dedupe rule specified for the organisation so Civi will apply the Organisation- Unsupervised Rule (Default setting for any situation where members of the public are adding contact details)

From Contacts> Find and Merge Duplicate Contacts Scroll down to the Organisation, Unsupervised rule. Edit the rule to check how it is configured.

If your organisation- unsupervised rule is anymore complicated than match by organisation name only. Civi will decide there is not enough info to match, and then create a duplicate organisation.

If you have permissions you can edit the rule to match on the Organisation Name only field

If your matching rule is name only, you may still get duplicate organisations in a "Judean People's Front/ People's Front of Judea" scenario. As different users may record their organisation name in a non standard fashion.

Hope this helps.

Improve this answer
11
  • Hi Craig, thank you for responding so quickly - at present our event booking profile does not include the current employer field. It may be that this would resolve our issue. When my colleague returns after the weekend we will look into this. Thank you again for your expertise.
    – Allison McAlroy
    Commented Feb 7, 2019 at 15:19
  • 1
    Hi Allison, Can you give details on how you're capturing the contacts at the moment, please? Are your contacts signing up themselves from a civi registration page? How exactly are you gathering the organisation detail along with the individual detail?
    – Craig Almond
    Commented Feb 7, 2019 at 15:30
  • Hi Craig, our events are set up for contacts to register themselves. The event profile contains a field asking for their organisation name - we use this for monitoring purposes. Do you think this field may be causing the problem? Please excuse my lack of knowledge but I have only been using CiviCRM for a very short time. Any help would be most appreciated - I have screen shots of our set up if you think they may be helpful. Thank you in advance.
    – Allison McAlroy
    Commented Feb 8, 2019 at 9:23
  • Hi Allison, I've added a screenshot to your question of the way we set up a registration profile. Does this match the way your Organisation Name field is configured.
    – Craig Almond
    Commented Feb 8, 2019 at 14:58
  • Hi Craig, apologies for the delay in getting back to you, it has been a bit on the busy side here the last few days. Being quite new to Civi Events could you please point me in the right direction to see where the settings fields are located, have looked around our system but seem to be going in circles. Thank you and I look forward to hearing from you
    – Allison McAlroy
    Commented Feb 11, 2019 at 9:59

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.