bizarre contact merge: part two

[sgroganb@…]

ok, this is weird.

I made the mistake of entering Jackie Smith's registration information without logging myself out of the community site first. Now it has replaced all of my info with Jackie's, and when I log in as "sha" it is tracking changes I make and attributing them to Jackie Smith.

Two things I think need to happen but I'm not sure how to make them happen:
1) Re-connect my "sha" administrator login to my "sha" contact record in civicrm.
2) Keep Jackie's registration info intact.

The funky record in question is CiviCRM ID#: 7728 -- the pending contributions are test ones I did, and the completed contributions are Jackie's.

Can I get some help please?

[https://id.mayfirst.org/jamie]

Ack. We discussed the option of auto logging out anyone who lands on the page just to avoid this kind of situation. Perhaps we should revisit that option!

As for fixing the existing data - I think the real Jackie is here:

 https://community.ussf2010.org/en/civicrm/contact/view?reset=1&cid=7764

And she's currently linked to this Sociologists without Borders:

 https://community.ussf2010.org/en/civicrm/contact/view?action=view&reset=1&cid=1004

And the real sha is here:

 https://community.ussf2010.org/en/civicrm/contact/view?reset=1&cid=7728

Who has data filled out matching Jackie and who is linked to another Sociologists without Borders:

 https://community.ussf2010.org/en/civicrm/contact/view?action=view&reset=1&cid=10265

I think we need to:

• Merge the two Sociologists without Borders records (I think we can do this automatically)
• Ensure that the "real" Jackie is linked to it (as a registration record).
• Move any jackie related records and info from the sha record to the jackie record
• Fill out the sha record with your real info

Does this sounds reasonable? I can work on this tomorrow, but wanted to make sure the plan is the best we have.

jamie

[sgroganb@…]

Ack is right! thanks for your help sorting this out, i know there is a lot going on.

And yes, I think everything you said above is correct, with one exception.

the original "sha" record is the one you listed above.

the most up-to-date record with my correct info is this one, which reflects my organizational affiliation and my registration info, but not my contributions:
 https://community.ussf2010.org/en/civicrm/contact/view?action=view&reset=1&cid=10267

so if there is a way to link that record (id# 10267) with my "sha" login and transfer the related contributions, then once we pull apart the info in the record with id# 7728 we could delete it altogether.

[https://id.mayfirst.org/jamie]

Ok. Sounds like a plan. Working on that now.

jamie

[https://id.mayfirst.org/jamie]

Hi all,

I took the following steps:

In the Drupal database, I updated the user account (uid 67, username sha) to se the proper email address (it was set to jackie's email addres, now it's set to sha's email address).

In the civicrm database, there were no records linking sha's email address to his drupal account, however, there was a record linking jackie's email address to sha's drupal account. I updated this table so that sha's drupal account is linked to his civicrm acdcount (id 10267) and email address.

Then I removed sha's email address as a "billing email" from Jackie's.

Then, I used the Merge Duplicates tool ( https://community.ussf2010.org/en/civicrm/admin/deduperules?reset=1), first using the Strict individual check, to merge the two Jackie Smith records into one.

Then, I ran Merge Duplicates on Organizations (there are a lot more to merge) and merged the two Sociologists without Borders records into one.

I think the only remaining piece on this ticket is to move the contributions currently assigned to Jackie ( https://community.ussf2010.org/en/civicrm/contact/view?action=view&reset=1&cid=7728) that should be assigned to sha ( https://community.ussf2010.org/en/civicrm/contact/view?action=view&reset=1&cid=10267).

Before doing that I wanted to confirm - I think I should leave the Event Fee contribution of $420. Is that correct? Are the rest of the contributions ones that should be moved?

jamie

[sgroganb@…]

thanks jamie!

yes, that's correct. all the small contributions are mine, and the $420 event fee is the registration that jackie paid by check and that I entered for her when I entered her registration info.

given this bizarre incidence, I wonder if it does make sense to implement that change of logging anyone out who lands on the register page...

[https://id.mayfirst.org/jamie]

Done at last. For the record, I switched the contributions with a simple SQL statement:

UPDATE civicrm_contribution SET contact_id = 10267 WHERE contact_id = 7728 AND id != 480;

I also opened #511 to handle the auto logout.

Thanks Sha for your help in getting this resolved!

jamie

[sgroganb@…]

thanks jamie!

[bloewe@…]

hey all,

Sha notified me that my contact has been merged with Kwodwo Ababio in Columbus. He used my computer to register when I did an info session there.

We know that multiple people and groups will be using the same computer to do so (at info sessions, etc).

Do the fixes above address that or are they just focused on the records listed above?

[sgroganb@…]

looks like someone will need to go through the same process of extracting and separating Kwodwo Ababio's information from B Loewe's information. I don't think I understand what needs to happen fully enough to do it myself.

Hopefully this will be resolved this weekend during the ICT work session by addressing ticket #511 -- setting the register page so it automatically logs people out before entering information.

In the meantime, B, we should make sure we log out of civicrm before entering anyone's registration info.

[https://id.mayfirst.org/jamie]

Crap - ok, thanks for the heads up. Let's keep this ticket open to fix the merged contact (hopefully this weekend). We'll get #511 fixed this weekend as well.

Also - even after #511 is fixed - be sure to log out of a public computer when you get up from the computer. It's hard to remember - but really important for security.

jamie

[http://josephlacey.myopenid.com/]

This is the same workflow of corrections that is need to sort out the problems on ticket #440. I think if we sit down with this full list, we can knock these out pretty quickly.

[bloewe@…]

hey all,

thanks for looking at this. I just want to make sure that the fix is not just case by case on the merges we've seen but,

recognizing that groups are using the same computer to register multiple individuals and multiple organizations, there is a registration in place that ensures new registrations are made and not written over whoever was right before them.

At info sessions groups are putting out banks of laptops and inviting people to register on the spot.

Thanks
B

[http://josephlacey.myopenid.com/]

B,

This shouldn't be a problem. This has only happened, as far as we know, in two discrete cases, the first of yours and Sha's when you were logged in and registered someone else. Only admins should fall into this logged-in case. (something to keep in mind if you're helping folks in the future). The registration process doesn't automatically log you in after registration, so the banks of laptops during the info sessions shouldn't have this problem.

The other case of this merged records problem is ticket #440 where an organization registerer used the same email address for multiple registrants. The system ran the registrants through the deduping system and merged them. We've fixed the source of this problem, and are planning to sort the records out by the end of the weekend.

I looked through all the registrations as of two weeks ago, and this ticket, the above ticket and #476 were the only cases I found of multiple registrations for a single contact, i.e. merged/duplicate records. I'll take another look at the full list, but if you've found any others, let us know.

Joseph

[https://id.mayfirst.org/jamie]

See related #538 (just de-merged B).

jamie

[sgroganb@…]

hey there,

it appears that B's contact is still merged with Kwodwo Ababio's user account...

B's user profile (username bloewe) is linked to the wrong contact record. It's linked to Kwodwo Ababio (7911), but it should be linked to B Loewe (612). I discovered this when I tried re-setting the email connected to B's user account.

I can't figure out how to make that change -- it's preventing B from logging in, which needs to happen today so we can get this email blast out this afternoon.

Seems like 2 things need to happen:
1. link username bloewe to B Loewe's contact record (612)
2. create a new user account for Kwodwo linked to Kwodwo Ababio's contact record (7911)

Please get back to us ASAP on this. Thanks ~ Sha

[https://id.mayfirst.org/jamie]

Uggg. this is the problem that refuses to get fixed.

I think it should now be working.

I took the following steps:

• Updated the Drupal users table (by hand):

  update users set mail = 'bloewe@onpointconsortium.org' where uid = 63;
  

• Updated the CiviCRM uf_match table:

   update civicrm_uf_match set uf_name = 'bloewe@onpointconsortium.org', contact_id = 612 where id = 85;
  

Can you try to login/reset B's account now?

Thanks!

jamie

[https://id.mayfirst.org/jamie]

I'm assuming this is all straightened out - so I'm going to close it. Sha/B - if this record is still merged in weird ways, please re-open. Thanks!

jamie