We need more control over what gets updated in the duplicate check process when considering pending submissions in the new portal.
When checking for duplicate organizations and contacts in the Consider process for pending submissions, BBGM identifies potential matches but doesn't show what information is being matched and what will get overwritten when the request is Considered. I would like to see a tool similar to the Tax status verification. Show us the fields side by side and let us decide field by field what gets updated. As it currently stands, we run the risk of matching with incorrect organization or contact records or of overwriting information that we don't want to overwrite. I suggested to Blackbaud support that I may need to create new records for all organizations and contacts when considering pending submissions and then go in and merge the duplicate records when I can have more control of them, and they said that is an appropriate workaround that other clients use. This is a very cumbersome solution and will create so much unnecessary work when considering the hundreds and hundreds of applications that we will receive in the coming months. Please, Blackbaud, solve this issue as soon as possible.
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Abigail Lorber
- Mar 11 2025
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I am completely appalled by this - applicant data should not be overriding the data protected by database managers. It's a complete DEGRADATION of the system. I cannot believe that this is coming from a system that previously allowed you to select which data would override. Not knowing this is how it works, intaking new applications we are required to use in the system by August has rewritten important organization data including tax IDs that are used in the audit and 990 process. This is not a tenable solution for any customer.
Admin permissions and rights are set by organizations. They decide who can view or make changes to its Blackbaud database. What this update essentially does is allow every person using the online portal to overwrite and change existing database information. If the update goes through as is, we cannot risk the integrity of our data and will go back to using paper applications.