/// <summary>
/// Find a matching Contact in CRM based on the first name, last name, home phone, mobile phone, email address
/// </summary>
private Contact MatchContact(Membership membership, MatchController mc)
{
this._tracer.Trace("Method: MembershipController.MatchContact");
string firstName = membership.Member.FirstName;
string lastName = membership.Member.LastName;
string homePhone = membership.Member.HomePhone;
string mobilePhone = membership.Member.MobilePhone;
string emailAddress = membership.Member.EmailAddress;
this._tracer.Trace("firstName={0}, lastName={1}, homePhone={2}, mobilePhone={3}, emailAddress={4}",
firstName, lastName, homePhone, mobilePhone, emailAddress);
List <Contact> contacts = base.GetContactsByName(firstName, lastName);
Contact match = mc.MatchToExistingContact(contacts, mobilePhone, homePhone, emailAddress);
membership.Member.ContactId = match.ContactId; // need this, otherwise the update fails!
membership.Member.MatchCode = match.MatchCode; // set the match code
this._tracer.Trace("MatchCode={0}", membership.Member.MatchCode);
// create or update contact
membership.Member.ContactId = base.CreateOrUpdateContact(membership.Member, false);
return(membership.Member);
}
private Guid MatchContact(Donation donation, Guid contactId, MatchController matcher)
{
List <Contact> contacts = base.GetContactsByName(donation.Donor.FirstName, donation.Donor.LastName);
Contact contactMatch = matcher.MatchToExistingContact(contacts, donation.Donor.MobilePhone, donation.Donor.HomePhone, donation.Donor.EmailAddress);
// copy the values from the matched contact
donation.Donor.ContactId = contactMatch.ContactId;
donation.Donor.MatchCode = contactMatch.MatchCode;
donation.Donor.IsDonor = true;
contactId = base.CreateOrUpdateContact(donation.Donor, true);
return(contactId);
}
