What happened
What this says
Current to 11 Oct 26Priti 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.
Details
Updated 9 Oct 26Trail
- internal_note · Callie Brennan 1 Mar 2024 11:06Expecting this from Priti. Field mapping issue during onboarding, name standardisation rule needed on the connector.
- created · Priti Marsden 1 Mar 2024 13:13We'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?
- public_reply · Callie Brennan 1 Mar 2024 15:08Thanks 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?
- status_change · 8 Mar 2024 23:59