When grantee portal users select an existing contact in their intake form, GivingData users can review the information submitted in the intake form and update the existing contact record in GivingData during the intake process.
In GivingData, contacts can have multiple roles and permission sets and be assigned to multiple organizations. Each contact can interact with all roles and organizations using a single email address.
When a Grantee Portal user is asked to provide contact information, they have two options. They can either select from a list of existing contacts associated with their organization or create a new contact record.
During the import process, if a new contact is created, the system will search the entire database to ensure that the contact doesn't already exist with another organization. If the contact does exist, the system will provide the most recent information. The admin can then create a separate record, update the existing one, or not import it at all. Ultimately, this import process helps prevent the creation of duplicate contact information.
1. Click on Import Data
2. View Existing Contact Record from Import Modal
3. Compare Existing Data with Information Submitted in the Intake Form
4. Update Existing Contact Record from Import Modal
