Overwriting Fields with New Application Entries

We need more control over what gets updated when considering pending submissions from the new applicant portal. Applicant records should update or be overwritten with the new application information.

  • Melinda Pierre
  • Oct 30 2025
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  • Amanda Phaneuf commented
    November 10, 2025 20:42

    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.