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Custom Setting to relax Contact matching from first name, last name, and email #89

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fychan opened this Issue Nov 27, 2013 · 1 comment

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@fychan

fychan commented Nov 27, 2013

Hi David,

It was nice to meet at #df13, and thanks again for all your work on VfS.

Currently, from what I can gather from src/classes/VOL_SharedCode.cls, Contacts are match by first name, last name, and email. I know there are already Custom Settings for fields containing alternative names.

We would greatly appreciate some ability to relax this to match just by last name and email or just email. (Last name and email is how we match Contacts for memberships and donations.)

As a data point, in the past half year, we've had 800 successful shift sign-ups but roughly 50 duplicates created as a result of VfS. We're hoping this would cut down on them. We understand that if more than one Contact matched just an email, the match might be arbitrary. Perhaps the query could order by volunteer hours to just pick the one with the most.

Thanks for considering,
Frank

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fychan commented Dec 8, 2014

Hi David,

So many thanks for doing this! We are using Contact Matching Rule = "Lastname;Email" now. Here's to fewer dupes!

Thanks again,
Frank

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