Possible addition to the deduper tool?
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Description

@Eileenmcnaughton Donor services has been helping up dedupe some of our large groups. Because we might go to these groups at a later date to prospect for larger gifts we like to make sure we've captured all of the information we might need.
We come across a lot of donors that might have used a combination of their name and their spouses name for 1 of their donations (maybe not the most recent). We'd like to keep that extra name and retain it in the partner field.
Is it possible to add the Partner Field to the fields you see in the deduper and make it editable for someone to add an extra name before merging?

Details

	Subject	Repo	Branch	Lines +/-
	Add previously ignored files	wikimedia/fundraising/crm	master	+655 K -1

Customize query in gerrit

Event Timeline

NNichols created this task.Aug 6 2019, 1:31 PM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptAug 6 2019, 1:31 PM

• DStrine moved this task from Triage to Q3 2021-2022 on the Fundraising-Backlog board.Aug 6 2019, 2:47 PM

This would be a really helpful feature!

Change 528955 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Add previously ignored files

https://gerrit.wikimedia.org/r/528955

gerritbot added a project: Patch-For-Review.Aug 7 2019, 10:03 PM

Change 528955 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Add previously ignored files

https://gerrit.wikimedia.org/r/528955

Maintenance_bot removed a project: Patch-For-Review.Aug 7 2019, 11:10 PM

Eileenmcnaughton added a project: FR-Civi-Dedupe.Sep 4 2019, 8:39 PM

Eileenmcnaughton moved this task from Backlog to Nex on the FR-Civi-Dedupe board.Oct 30 2019, 9:26 PM

@MBeat33 @NNichols @LeanneS @RLewis we had a poke at this form in fundraising backlog today and added Partner (and nickname actually) to the editable fields on the deduper sub-form

@Ejegg @Cstone @AndyRussG I took another look at this & it was that Partner.Partner needed quotes because of the dots - the other field names didn't hence copy & paste didn't win the day

Eileenmcnaughton added a project: Fundraising Sprint A Wrinkle in Timezones.Nov 18 2019, 11:12 PM

Eileenmcnaughton moved this task from Backlog to Deployed on the Fundraising Sprint A Wrinkle in Timezones board.

Eileenmcnaughton moved this task from Nex to Doing on the FR-Civi-Dedupe board.

@NNichols have you tested this? Good to close?

@MBeat33 @NNichols I think we can close this

Eileenmcnaughton removed Eileenmcnaughton as the assignee of this task.Oct 27 2020, 7:58 PM

Eileenmcnaughton closed this task as Resolved.Mar 30 2021, 10:20 PM

Eileenmcnaughton claimed this task.