Callie Brennan

Organisation names inconsistent between systems

Ticketclosed

Corriemoor Foods: documents logo Corriemoor Foods: documents · Organisation names inconsistent between systems

Priti reported organisation names in the brain not matching the CRM. Callie identified a field mapping issue from onboarding and requested confirmation of the authoritative name field to add a standardisation rule.

Priority high

What happened

What this says

Current to 11 Oct 26

Priti reported organisation names in the brain not matching the CRM. Callie identified a field mapping issue from onboarding and requested confirmation of the authoritative name field to add a standardisation rule.

Problem: Organisation records have name variations between the brain and CRM. Handling: Callie diagnosed a field mapping issue from onboarding and proposed adding a standardisation rule to the connector before the next refresh. The fix requires the customer to confirm their authoritative name field. Watch: Data quality issue affecting reporting accuracy.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categorydata_quality
Channelemail
First response (min)115
Helpdeskmade from

Trail

  1. Callie Brennan
    internal_note · Callie Brennan 1 Mar 2024 11:06
    Expecting this from Priti. Field mapping issue during onboarding, name standardisation rule needed on the connector.
  2. Priti Marsden
    created · Priti Marsden 1 Mar 2024 13:13
    We're seeing organisation records where the name in the brain doesn't match our CRM. A couple of the records have variations of the same company name that need to be consistent. Can you help us sort this?
  3. Callie Brennan
    public_reply · Callie Brennan 1 Mar 2024 15:08
    Thanks for flagging, Priti. This is a mapping issue we can sort quickly. What I need from your side is to confirm which field in your CRM holds the authoritative company name. Once I have that, I'll add a standardisation rule to the connector before your next refresh and the records will map cleanly. Can you reply with that?
  4. Callie Brennan
    status_change · Callie Brennan 4 Mar 2024 16:41
  5. status_change · 8 Mar 2024 23:59
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