Primary Org. on Contact Record Should Update w/ New Application

Per BBGM support, "when it comes to the Primary Organization listed on a contact record, because only 1 organization can be listed, it's going to show you the first organization that was associated with that contact. As organizations fill out different forms, the organization will remain the same on the contact record unless you go to the contact record and manually change it. According to our BBGM dev team, this is working as designed."

However, as we all know, development folks at nonprofits change jobs frequently. In our case, they often move to another one of our grantee organizations. If a contact change on a new application doesn't automatically update the contact's record with their new organization, there is a HIGH likelihood that mistakes will be made, as we may not be able to manually catch every change and make the update ourselves.

  • Anna Bosak
  • Sep 25 2025
  • Attach files