Olivia Grant

Contact records showing mismatched data

Ticketclosed

Vantrell Software: documents logo Vantrell Software: documents · Contact records showing mismatched data

Contact records show names and emails differing from the CRM. Olivia identified cached connector credentials preventing refresh of updated CRM records.

Priority low

What happened

What this says

Current to 11 Oct 26

Contact records show names and emails differing from the CRM. Olivia identified cached connector credentials preventing refresh of updated CRM records.

Problem: Jess Dobson reported contact records in the brain showing names and emails mismatched with the CRM. Customer had updated records months ago but the brain had not caught up.

Handling: Olivia identified cached credentials preventing the CRM connector from pulling updates. A credential refresh and full re-sync was needed. Ticket solved after 16 days.

Watch: Data freshness is critical. The 895-minute first response was slow. Stale data undermines product value.

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

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categorydata_quality
Channelemail
First response (min)895
Helpdeskmade from

Trail

  1. Jess Dobson
    created · Jess Dobson 7 Jan 2026 10:06
    We're seeing contact records in the brain with different information than what's in our CRM. Names and email addresses don't match in several cases. Can you investigate what's going on?
  2. Olivia Grant
    public_reply · Olivia Grant 8 Jan 2026 01:01
    Hi Jess, I can see the mismatches. Can you tell me which fields are showing the wrong data? Are the issues in contact names, emails, or something else?
  3. Jess Dobson
    public_reply · Jess Dobson 9 Jan 2026 09:39
    It's mainly names and emails. Some records are showing contact details we updated in our CRM months ago but the brain hasn't caught up.
  4. Olivia Grant
    internal_note · Olivia Grant 9 Jan 2026 16:49
    Connector sync using cached credentials. Customer's CRM was updated but connector hasn't refreshed. Needs credential refresh and full re-sync.
  5. Olivia Grant
    status_change · Olivia Grant 23 Jan 2026 13:29
  6. status_change · 27 Jan 2026 23:59
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People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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