Option to select fields that get updated when pulling in new applications (in new system)

In the previous application system, there was an option when downloading applications to select/deselect which fields were updated when the applications were pulled into the system.
In the new application system this function no longer exists. Additionally, it now updates the Organization record name, even if we don't want it to. For example, the record name (and legal name for the 501c3) is XYZ University Foundation. If the XYZ College of Education submits an application and types "XYZ College of Education" it changes the name on the record to XYZ College of Education. We do not want the Organization name updates to automatically happen.

  • Marissa Flynn
  • Mar 5 2025
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