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Merge Households interface #270

Open GoogleCodeExporter opened 9 years ago

GoogleCodeExporter commented 9 years ago 
In my org, we frequently get a situation where multiple contacts who should be 
in households actually each have their own household.  While it's possible to 
go into each contact, edit the household lookup and search for the new 
household, this workflow should be simplified.

I'd like users to be able to search for contact or household names, and then to 
choose contacts who should be in the same household.  Then the code would merge 
those households and delete the orphans.

With some refactoring, it should be possible to reuse some of the code from the 
ContactMerge interface (esp. because households is an add-on to 
contactsandorgs, so it can assume that any provided classes will be there)

Original issue reported on code.google.com by benj.k...@gmail.com on 18 Jul 2011 at 9:05

GoogleCodeExporter commented 9 years ago 
Happy to help work on refining this request and implementing it.

Original comment by benj.k...@gmail.com on 18 Jul 2011 at 9:05

GoogleCodeExporter commented 9 years ago 
Great idea, happy to help integrate it into the next release if you have some 
time to work on it. Otherwise, I'll put it on the roadmap for Households 2.4. 
If you do decide to tackle it, let me know if/how I can help

Original comment by kbro...@gmail.com on 18 Jul 2011 at 9:10

GoogleCodeExporter commented 9 years ago 
Realistically I won't have time until late august.  Also, before jumping in to 
the implementation, I'd be interested in fleshing out with some others what 
this should really look like and do, and maybe to talk to whoever build the 
ContactMerge.

Original comment by benj.k...@gmail.com on 18 Jul 2011 at 9:20

GoogleCodeExporter commented 9 years ago 
hello - did this happen? We have duplicate household records and need to dedup 
them. 

Thanks
Sdavis@shf.org.au

Original comment by sda...@shf.org.au on 27 Feb 2012 at 10:55

GoogleCodeExporter commented 9 years ago 
No, not yet, we're still in release 2.3 -

In the interim, you can move members between Households by simply selecting the 
new Household record to move them to at the Contact level, the old one will be 
deleted. However, this doesn't 'merge' the information a la the Contact merge 
screen.

Original comment by kbro...@gmail.com on 28 Feb 2012 at 2:37