Questions tagged [duplicate-contacts]

Use this tag for questions about preventing, finding, and merging duplicate contacts. This includes composing duplicate matching rules, using the dedupe system, strategies for preventing false matches, and merging a pair of contacts.

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2
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0answers
13 views

Batch marking 'not a duplicate'

Just wondering if it's possible to batch mark multiple contacts as 'Not a duplicate' through the dedupe rule menu. I've tried selecting all the contacts via the checkmark and using 'not a duplicate' ...
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1answer
19 views

How to enable multiple bulk email address just for organizations?

The question is about the seeting Enable multiple bulk email address for a contact. in /civicrm/admin/setting/preferences/mailing The problem is that in I have many organizations that have multiple ...
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26 views

Datatables Warning in Find and Merge Page

This issue is similar to this one. The only difference is that we are on CiviCRM 5.22.1. Problem The following error pops-up when use the 'Find and Merge Duplicate Contacts' page (civicrm/contact/...
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0answers
37 views

Membership issues when people have two different emails

Given how difficult it is to merge two contacts, each with memberships (as detailed in How can I merge two memberships in the same contact (without losing contribution info, etc)?) we are anxious to ...
1
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1answer
18 views

What is the best option to merge duplicated membership?

We have some members using similar names to register a membership at different years. What is the best way to merge their membership? Thank you.
1
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1answer
31 views

Why is my phone only dedup not working?

I created a dedup rule "Phone only", and set the only criteria to Phone, weight 30, and threshold 10. (I also tried 1 and 1). It fails to find duplicate contacts that clearly have matching ...
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0answers
18 views

Error when trying to run Find and Merge Duplicate Contacts

I'm trying to run Find and Merge Duplicate Contacts. After I choose the rule, then choose the group, I get to the main merge screen and an alert pops up that reads, "DataTables warning: table id=...
1
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1answer
21 views

DataTables warning: table id=dupePairs - Ajax error

Getting this error when running any merge rule in Civi 5.10.4. I tracked it down to a 502 ajax request failure triggered by this post: admin.php?page=CiviCRM&q=civicrm%2Fajax%2Fdedupefind&...
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0answers
24 views

What happens to Wordpress user accounts after Civi contact merge?

If you have 3 duplicate Civi contacts each linked to a WP user account, how does a contact merge effect the related WP user accounts, if at all?
2
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2answers
64 views

Merge contacts deletes left hand user in Wordpress

I'm working with a new membership site and have migrated the data. When members renew, if the email address is different, it creates a new contact, as expected. So I have been merging a few contacts ...
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0answers
9 views

Dedupe error when merging records with custom values

I have a set of records where participants have registered for some events, with additional booking info, using different email addresses so have created duplicate records. When merging these I ...
0
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1answer
26 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 ...
3
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2answers
125 views

Moving contribution from individual to organization

I have a contact in CiviCRM that is of contact-type Individual in CiviCRM. In real life, this is an organization. I want to convert this contact from an Individual to an Organization. How do I do that?...
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1answer
17 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 ...
2
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2answers
25 views

Cannot merge certain contact pairs - 503 error

I have a few pairs of contacts for which merging fails with an immediate 503 page. For these contacts, merging always fails, while for almost all contacts, it works as expected. A couple errors are ...
0
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1answer
30 views

Dedupe based on custom fields?

My organization contacts can sometimes share the same email address but I have one custom field that is unique to each organization (registration number) and I want to add this custom field to enhance ...
1
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0answers
35 views

Contacts Duplicated on Login for Wordpress

We have been facing a recurring issue where Civi is duplicating contacts. We were able to test and confirm that it happens whenever a person logs in, and then another duplicate contact is created ...
1
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2answers
30 views

Merging only records in a Group

i wanted to just merge records that are in a Group. But the documentation seems to indicate that the records that will be flagged as duplicates will be from where at least 1 of the record is within ...
0
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0answers
25 views

Merge CiviCRM data from D6 to existing D7 database

I need to merge CiviCRM data from a Drupal 6 site into a Drupal 7 site that has an existing CiviCRM installation. The sites are running under Aegir. In both cases the Drupal and CiviCRM tables are in ...
0
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1answer
9 views

dedupe rule using birth date is not working using drupal

A dedupe rule using birth date is not working with drupal CMS. I receive the message "unknown error, please contact your administrator". The rule is working well in WordPress
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0answers
25 views

Repeated data entry

I work on a volunteer resource office and we use a CIVICRM to manage our organizations and their volunteer opportunities. The organizations post "activities" in the database, however, those have ...
0
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1answer
26 views

What message triggers can be found in the dedupe process?

We a deduping a lot of records, many of which were imported from sources prior to using CiviCRM. Apparently, at least one merged record triggered a change of email notification. Can I kill those ...
7
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3answers
63 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 ...
0
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1answer
50 views

How to trouble-shoot 'critical error' while merging duplicates?

Using civicrm-5.21.2-wordpress.zip, (and also 5.20), I get a 'crash' ('There has been a critical error on your website. Please check your site admin email inbox for instructions.') for any attempt to ...
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3answers
123 views

Issue field DEDUPE "0 Argument 1 passed to"

After upgrading to civicrm version 5.21 we detected a problem in one of the fields of the form linked to a custom profile. For some reason, every time you try to insert that data from the form in the ...
5
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1answer
53 views

Where does CiviCRM store Merge 'history'?

After Merging Contacts -> dig up a Contact in the Trash bin and you'll see something like: Where does CiviCRM store this information? How does it track which Contact is merged with which Contact?
0
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1answer
23 views

Automated New Individual Merge

I am entering "CContacts > Find and Merge Duplicate Contacts > Add Rule for Individuals". I'm adding rules to prevent creating new individual records for both phone and email. However, no matter how ...
1
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1answer
44 views

Merging contacts not working

I am trying to merge 2 contacts (individuals). I search for the contact, select both contacts and select merge. Go through the options. A message saying: Contacts Merged, Name has been updated. ...
2
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0answers
44 views

Batch "Not a duplicate"

Within Civi's UI, there is an option to mark "not a duplicate" when you go through the "Find and Merge Duplicate Contacts" process. I can mark not a duplicate one by one, but I would like to check off ...
2
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0answers
39 views

Why is my Unsupervised Individual Deduplication rule failing to stop duplicate creation?

I've seen a number of questions on this site suggesting that there may be problems with the deduplication rules, e.g.: Why am I getting duplicate contacts for contributions? My individual ...
2
votes
2answers
88 views

Add dupe check parameter to an API call - Contact Form 7 plugin

I've installed the Contact Form 7 CiviCRM integration plugin, and it works fine. I'm just wondering how to add a dupe_check parameter. If I try something like: contact_type=Individual&source=...
1
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1answer
51 views

Dedupe Rule - blank matches

We have a custom field - 80% of our contacts have this custom field in their profile - the rest are blank. We setup a rule - if 7 characters or more of the custom filed are a match - it meets the ...
3
votes
1answer
51 views

Unique custom field - contact creation

I want to add a custom field that we use as an ID from a 3rd party. I need to ensure this value is unique as a way to prevent duplicates. What is the best way to do this?
3
votes
2answers
70 views

Deduplicate by name AND surname (or vice versa)?

I'm just starting to use CiviCRM. So I realize that this could be a very dumb question. I'm trying to deduplicate contacts by name AND surname. When I create a new deduplicating rule using name and ...
0
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1answer
38 views

Preventing duplicate entries from online profile form

We currently have an online profile form in place where new charity members complete their details - This then creates a new charity group on Civi. We are having instances where new members are ...
0
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1answer
25 views

How to include validation fields to find user for a contribution page to avoid duplicate?

Although we have taken many different approaches, it was always been an issue with duplicated contact records. What I thought is, if I could include few fields like First Name Last Name Email Post ...
1
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1answer
32 views

Auditing Who Merged Contacts?

Is there any way to audit which admin merged duplicate contacts? I'd like to know who performed the merge, if possible. Thanks.
1
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1answer
26 views

Deleting duplicate contact

How do you delete a duplicate contact on CRM please? I have looked at the various fields but can't find any deletion button. Kind regards Amanda
3
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1answer
63 views

What causes this error on importing email addresses?

I'm getting some (maybe 5%) email address imports rejected with the message "Matching this contact based on the de-dupe rule would cause an external ID conflict" The email addresses in question can be ...
0
votes
1answer
47 views

DB Error when using dupe_check in rest API

On version 5.6.0, using api v3. Not sure if something recently changed in our environment, but as of a couple of days ago, running the contact create api (via rest or the explorer) causes a "DB Error: ...
0
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0answers
34 views

If I exclude an address from a bulk email is it rational to assume that the mailing won't go to that address?

It seems rational to me to assume that if a mailing is set up where a group (or past mailing) is excluded, then any records that share the same email address as an excluded record, should also be ...
0
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0answers
40 views

Mailmerge contact of same address & print directly from Civi

There was an extension from vedaconsulting for wordmailmerge extension. But seems its broken in 5.x. Just wondering if anyone can give me a alternative suggestion of how I can achieve the same result ...
1
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0answers
18 views

Deduplicate fails on inherited address

I am running CiviCRM 5.11.0. I have an Unsupervised Rule which matches Individual Contacts on First Name, Last Name and Postcode, BUT the Contact Address is inherited from an associated Household, not ...
2
votes
1answer
52 views

Anonymous user filing out a profile unintentionally remove themselves from groups

When an anonymous user fills out a contribution or other form with a profile that includes the ability to select groups, the user may leave those checkboxes blank, like so: If the anynomous user ...
2
votes
1answer
49 views

Dedupe using postcode match - DB error - Array

We have a similar error to this post, but with Joomla 5.9.2 and CiviCRM 5.12.0. Error happens when trying to merge two contacts with Postcode match. Backtrace is below. Any ideas what could be causing ...
4
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2answers
45 views

Alerting admins when certain fields are changed via profile & checksum?

Drupal 7, CiviCRM 5.10 I'd like to send out an "update details" email to contacts - a profile with checksum. It will include some other custom field questions but i want to be alerted specifically if ...
3
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2answers
147 views

Reserved de-dupe rules

I'm wanting to refine the de-duping rules, but first of all I'd like to find out exactly what the predefined rules are before I create my own. They are reserved, so you can't edit them, which is fine, ...
3
votes
1answer
46 views

Dedupe contact subtype field?

All volunteer detained migrant visitation and advocacy organization running Civi 5.10.4. under Wordpress 5.1.1. ICE uses an A# to identify people and we'd like to use this number to track folks as ...
3
votes
1answer
28 views

How to search for individuals with duplicate partners

We have a data import error where a large number of individuals have two partners, instead of just the one they should have. This causes errors with another system we use that is linked to civicrm. I ...
0
votes
1answer
102 views

Error when merging accounts

When attempting to merge accounts, I receive this message: CiviCRM_API3_Exception: "You have requested a non-existent service "prevnext.driver.". Did you mean one of these: "prevnext.driver.redis", "...