Merge contacts
Reported by Eric Davis | May 20th, 2010 @ 10:33 AM
I'd like to be able to merge contacts. This would be used to turn two separate contact records into a single one.
Highrise did this by letting me merge one record (the loser) into another (the winner). All of the loser's notes would be added to the winner, and all of the loser's attributes that the winner is missing would be updated (i.e. merge attributes between the winner and loser with the winner having priority if there was a conflict).
This will become even more important once the Dropbox feature is in use because it keys off of email addresses and many people will reply from multiple email accounts.
Comments and changes to this ticket
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Nathan B August 7th, 2010 @ 12:34 AM
- Assigned user cleared.
- Tag changed from “contacts” to “merging fuzzy, contacts”
- Milestone order changed from “0” to “0”
I am currently evaluation Fat Free CRM for our company, and this is one of our required features. My task is to build a simple contact merging plugin, with fuzzy matching as a possible feature. We are also evaluating CiviCRM (drupal/PHP based), and their contact merging is very well done. Will definately borrow some thoughts from there.
I will post the git repo url here when I think the plugin has reached a usable state.
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Nathan B August 7th, 2010 @ 12:35 AM
- Assigned user set to “Mike Dvorkin”
- Tag changed from “merging fuzzy, contacts” to “contacts, fuzzy, merging”
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Nathan B August 19th, 2010 @ 03:56 AM
Hi Mike,
I have finished my (relatively) basic contact merging plugin.
I extended the 'edit' action to render a '_merge.html.haml' partial if a param was given. I've tried to be as DRY as possible, and have only overwritten what was necessary.
If you go to the main 'contacts' index, there is a new 'Merge' link next to 'edit' and 'delete'.
I tested it with the lastest FFCRM source and you should be able to just drop it in and use it:
./script/plugin install git@github.com:crossroads/crm_merge_contacts.git
Please let me know if anything breaks when you try it out.
Cheers,
Nathan -
Nathan B August 19th, 2010 @ 07:07 PM
P.S. Remember to run the plugin migrations:
$ rake db:migrate:plugins -
Nathan B September 21st, 2011 @ 09:53 AM
- Assigned user changed from “Mike Dvorkin” to “Nathan B”
We are now evaluating whether or not merging should become part of core Fat Free CRM. I am in favour of this idea, and would do the work to integrate it.
There are a lot of models in Fat Free CRM, but the basic merging feature will handle: Leads, Contacts, Accounts, Opportunities and Campaigns.
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Ruby on Rails CRM platform for Web 2.0 and beyond
Mike Dvorkin
Nathan B