Add Coding Sheets as updatable fields in Duplicate Check

•Current Function: Currently, when performing Duplicate Check during the Application Consider process, users can update Organization and Contact details such as address, phone number, etc.

•Desired Function: Recently, a client inquired about the possibility of having Coding Sheet details update from new Applications through Duplicate Check>Update as well

•Reason for Function: The reason for this function is due to the coding sheets containing details about the Organization that may shift over time - updating the Organization record with the latest information from applicants would keep their records up to date.

 

 

  • Guest
  • Feb 10 2016
  • Reviewed: Voting Open