Donor Advisor id Import does not link to profile information

We use the 'Import Record Updates' to add the Donor/Advisor id's to grants (this is the second step in our grant import process). The problem is that our users then need to go into each grant and manually trigger the linking. 

Apparently this is a known issue and a programming oversight.  When the Advisor ID is added or updated on a grant the additional advisor information should be displayed on the grant without intervention from the staff.

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  • Apr 28 2016
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