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Create grant affiliation records when a match activates

Create grant affiliation records when a match activates

Match records activating without grant tags leave contacts unsegmented and outreach delayed. It creates affiliation records so coordinators see correct tags same day.

Create grant affiliation records when a match activates

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Overview

When match records flip to Active without attached grant tags, outreach and reports fall out of sync; this flow creates affiliation records automatically and keeps contact tags accurate. Program coordinators and grant admins will see correct tags the same day, reducing missed outreach windows.

Create grant affiliation records when a match activates