Please don't update the Organization and Contact details during application consideration.

If a new application is linked to an existing record in our BBGM environment, it should NOT change the Organization and Contact information in our environment. That's our environment and our information shouldn't be changed on those records.

  • Carol Greco
  • Feb 13 2025
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  • Amanda Phaneuf commented
    November 10, 2025 20:27

    I support this - we should have basic control of what fields are overwritten. The number of times an applicant misspells their org name, lists a different address, or lists their contact details slightly different (with a middle name or with an abbreviated name) is very high. Your solution of telling customers to 'create new' org and contact records instead of associating at consideration (to avoid the overwrite), then merging duplications at a high volume of 200 per day is (1) poor data integrity (2) incredibly risky and (3) needlessly time consuming.