Currently when manually processing a Wealth Screening if a field is blank in the Blackbaud CRM database but the field exists in the Biographical wealth screening information the field will automatically be updated in CRM. The business user is not given any chance to review, disregard or confirm the information. For example if the middle name is blank in CRM during a manual wealth screening the middle name will be populated in CRM. This often creates a problem for us due to our naming standards.
|Organization Name (Please enter full organization name)||The University of Iowa Center for Advancement|