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.

  • Abigail Lorber
  • Mar 11 2025
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