When checking duplicates, we should NOT have to open the application to see what organization address we're looking for and we should not have to search for an organization to confirm the address of an existing matching organization or to search for an existing matching contact.

We need to see more of the applicant input on the Consider screen. It is now not possible to link an application to the correct organization record in our database w/o opening the application during consideration, in the same window it appears, and remembering that address, closing the application, then searching for the organization, in the same window again, and selecting the correct organization based on what we remember from looking at the application. What? There's nothing efficient about this process. Please show us the application values under Applicant Input and the corresponding BBGM values for organization and contacts so we can efficiently do the duplicate check. This takes way too many steps and leaves a lot of room for error.

  • Carol Greco
  • Jan 31 2025
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