Prevent Referral Processing to wrong client

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    Alexandra Dunne

    Hi Jan Barton,

    Thank you for your feedback and very clear explanation and reasoning - this is amazing context and I will definitely take it to the Product team for consideration. I'll also speak to our Data team for guidance on a DE report.

    Alex

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    Anne Lee

    Hi Jan,

    Thanks for posting this as we too had the exact situation, where out clients had the exact same names, and the one of their info was overwritten. Looking forward to resolutions from AC's end to address this matter.

     

     

     

     

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