Questions tagged [dedupe-rules]
Dedupe Rules is for question focussed on the construction of the rules used for deduping and finding matching contacts
6
questions
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votes
2answers
14 views
Weight Threshold error when creating a Deduplication Rule
This is on CiviCRM 5.36.
I try and create a rule with, say, First Name and Last Name, both having a weight of 10. If I set any Threshold greater than 10 so as to require both to match, I get the ...
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votes
0answers
18 views
Multiple First Names for a Contact - implementing AKA (also known as)
We continue to generate duplicate contacts in situations where an individual uses different variants of their first name. E.G. (Robert, Rob, Bob, Bobby) or (William, Bill, Billy) or (Rick, Rich, ...
0
votes
1answer
22 views
Dedupe rule to reject record rather than creating new record
i understand that you can use the dedupe rule to identify matching record to merge a new record or to create a new record altogether. Is there a means to reject the new record altogether if a match ...
0
votes
1answer
13 views
Modify unsupervised dedupe rule to ignore whitespace?
I have noticed in many occasions, duplicate contact is created just because there’s an extra space in names or a missing one.
Just wondering is it possible to setup the unsupervised dedupe rule in a ...
4
votes
1answer
59 views
Webform creating duplicate contact
The snippets below show the duplicate contacts, the webform CiviCRM tab, and the matching rules. If I fill in name & a matching email the form updates the contact, does not create a dup. If I ...
7
votes
3answers
61 views
Dedupe rule ignores the location type for Email/Phone but does not ignore for Addresses. Should we make this consistent
per the title, what do others think is the better behaviour
a/ ignore Location Type for Email, Phone, but use Location Type for Address (status quo)
b/ change so Location Type is never taken in to ...
