For new requests, enable primary contact information to be pulled through from what is provided on the application form, rather than default to an existing contact if the organisation is already on Gifts.
When an application is retrieved and the organisation is matched to an existing one through the IGAM duplicate checker, the request automatically affiliates with the organisation’s primary contact, which is not necessarily the primary contact provided on the application form. This causes problems when different people from the same organisation make applications - they all default to the same primary contact.
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Emma Hewitt
- Aug 8 2016
- Reviewed: Voting Open
Related ideas
This is very similar to the new idea I posted - GENERATE PAYMENT EMAIL SHOLD SHOW ONLY CONTACTS/AFFILIATIONS ASSOCIATED TO THE PARTICULAR REQUEST - when working in a emails or letters in a request, it's hard to know the 2 contacts listed on the application. I have to manually go into the application to find the correct contact to address my letter or email.
This is VERY similar to my idea "Generate Payment Email..." I only have organization contact options and don't know which one is for my application. The more LIKES we have on both helps.
This would save a lot of time and confusion