{ts}Organization{/ts}
{/htxt}
{htxt id="id-is_organization"}
-<p>{ts}When enabled, this feature allows users to identify an organization as the donor or member. Logged in users will be given a choice of selecting from a list of organizations that they have a permissioned relationship with OR entering a new organization. Anonymous users are prompted to enter the organization name. If a matching organization is found using your site's configured strict duplicate matching rules for Organizations, the contribution or membership will be linked to that organization. Otherwise a new organization contact record is created.{/ts}</p>
+<p>{ts}When enabled, this feature allows users to identify an organization as the donor or member. Logged in users will be given a choice of selecting from a list of organizations that they have a permissioned relationship with OR entering a new organization. Anonymous users are prompted to enter the organization name. If a matching organization is found using your site's configured unsupervised duplicate matching rules for Organizations, the contribution or membership will be linked to that organization. Otherwise a new organization contact record is created.{/ts}</p>
{capture assign="profileURL"}{crmURL p='civicrm/admin/uf/group' q='reset=1'}{/capture}
<p>{ts 1=$profileURL}The organization data collected from users is controlled by the Organization Profile selected below. You can use the default "On Behalf Of Organization" profile, or any other profile with type 'Contact' and/or 'Organization' (<a href="%1">Administer > Customize > CiviCRM Profile</a>). The profile must include Organization Name and Email Address.{/ts}</p>
{/htxt}
<h1>{ts}Matching Contributions to Contributors{/ts}</h1>
<p>{ts}Contribution import files must contain data needed to <strong>match the contribution to the contributor</strong>. This 'matching' can be handled in several different ways:{/ts}</p>
<ul>
- <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Strict Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
+ <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Unsupervised Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
<li>{ts}If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Contributions will then be matched to contributors using their External ID.{/ts}</li>
<li>{ts}You can include a column with each contributor's <strong>Internal Contact ID</strong>. This is the unique ID assigned by CiviCRM which is displayed at the bottom of the Contact Summary screen - and can be exported.{/ts}</li>
</ul>
{/htxt}
{htxt id="id-allow_same_email"}
<p>{ts}Check this box to allow a user to register multiple participants using the same email address. If you want additional participants to be registered <strong>without requiring an email address to be entered for each person</strong> - check the "Register multiple participants" option, AND include a profile in this registration form which <strong>includes First Name and Last Name fields</strong>.{/ts}</p>
-<p>{ts}You will also need to update the default strict duplicate contact matching rule for Individuals to include First Name and Last Name fields (Contacts » Find and Merge Duplicate Contacts).{/ts}</p>
+<p>{ts}You will also need to set the default supervised duplicate contact matching rule for Individuals to one that includes First Name and Last Name fields (Contacts » Find and Merge Duplicate Contacts).{/ts}</p>
{/htxt}
{htxt id="id-requires_approval-title"}
<h1>{ts}Matching Participant Data to Contacts{/ts}</h1>
<p>{ts}Participant import files must contain data needed to <strong>match the participant to a contact record in your CiviCRM database</strong>. This 'matching' can be handled in several different ways:{/ts}</p>
<ul>
- <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Strict Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
+ <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Unsupervised Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
<li>{ts}If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Participant data will then be matched to contact records using their External ID. Please note that you must use an "On Duplicate Entries" setting of "Skip" or "No Duplicate Checking" to be able to upload using the External ID field.{/ts}</li>
<li>{ts}You can include a column with each contact's <strong>Internal Contact ID</strong>. This is the unique ID assigned by CiviCRM which is displayed at the bottom of the Contact Summary screen - and can be exported.{/ts}</li>
</ul>
<h1>{ts}Matching Memberships to Contacts{/ts}</h1>
<p>{ts}Membership import files must contain data needed to <strong>match the membership to the contact record</strong>. This 'matching' can be handled in several different ways:{/ts}</p>
<ul>
- <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Strict Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
+ <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Unsupervised Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
<li>{ts}If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Memberships will then be matched to contact records using their External ID.{/ts}</li>
<li>{ts}You can include a column with each contact's <strong>Internal Contact ID</strong>. This is the unique ID assigned by CiviCRM which is displayed at the bottom of the Contact Summary screen - and can be exported.{/ts}</li>
</ul>
projects / civicrm-core.git / commitdiff