Export contacts action: Merge Households option can produce export of households that should be excluded by privacy setting
Overview
The good old "export contacts" action offers the nice features 1. to merge household members into their households and 2. to exclude "do not mail" / no address / deceased contacts. However, mixing the two can lead to probably unwanted exports.
Reproduction steps
- Create a household No-Mail-Household with individual Mail-Me-Person and individual Deceased-Person as household members, make sure all contacts do have an address.
- Set privacy setting "do not mail" for No-Mail-Household.
- Set "deceased" for contact Deceased-Person.
- Apply "export contacts" action to a search result with all three contacts and look at some possible combinations...
Current behaviour / Expected Behaviour?
Contacts selected for export | Merge option | Exclude "do not mail" etc. | Current behaviour | Expected behaviour |
---|---|---|---|---|
No-Mail-Household | Do not merge | checked | no contact in export | no contact in export |
Deceased-Person | Do not merge | checked | no contact in export | no contact in export |
Mail-Me-Person | Do not merge | checked | only Mail-Me-Person in export | only Mail-Me-Person in export |
No-Mail-Household, Deceased-Person, Mail-Me-Person | Do not merge | checked | only Mail-Me-Person in export | only Mail-Me-Person in export |
No-Mail-Household, Deceased-Person, Mail-Me-Person | Do not merge | not checked | all three in export | all three in export |
No-Mail-Household, Deceased-Person, Mail-Me-Person | Merge Household Members | checked | No-Mail-Household in export | ? |
No-Mail-Household, Deceased-Person, Mail-Me-Person | Merge Household Members | not checked | No-Mail-Household in export | No-Mail-Household in export |
No-Mail-Household, Deceased-Person | Merge Household Members | not checked | No-Mail-Household in export | No-Mail-Household in export |
No-Mail-Household, Deceased-Person | Merge Household Members | checked | no contact in export | no contact in export |
No-Mail-Household, Mail-Me-Person | Merge Household Members | not checked | No-Mail-Household in export | No-Mail-Household in export |
No-Mail-Household, Mail-Me-Person | Merge Household Members | checked | No-Mail-Household in export | ? |
Summary
I can create an export with a household that should explicitly not appear in an export according to the export setting - this is obviously not a good idea. But what would be a better behaviour? No contact at all or Mail-Me-Person as an individual? Perhaps the latter makes more sense?
Environment information
- CiviCRM 5.69.alpha1 on D10 and CiviCRM 5.64.4 on WP6.4.1