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Advanced address processing screen in the Omatic Cloud is needed

We need an advanced address processing screen in the Omatic Cloud. Right now my choices are to import addresses without knowing if they are valid, or ignore addresses We also need to be able to update a new address while saving the old address as a former address. Why? People enter their addresses online incorrectly and sometimes on purpose. (I've seen people who don't include their house number or apartment number, or enter "nowhere" street.") If I allow address information to come in that doesn't match to their current address I could be overwriting good address info in RE with incomplete or false data from LO. Also the web view cloud overwrites the existing address instead of saving the current address as former. This is important to track when an address was changed, especially when trying to identify why a tax receipt was mailed to a former address. Or in a situation like I described above, I can go back and select the former address if the new information was incorrect or invalid.

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Sarah Martin shared this idea  ·   ·  Report…  ·  Admin →
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  • Frank Ortiz commented  ·   ·  Report

    We "need to be able to update a new address while saving the old address as a former address." OR
    at least an option to add all addresses when creating a new donor record, but NOT to update and overwrite an address for existing records.
    -Unfortunately we have events where donors do not enter their entire address to register or give through an event, and while the match is found for the donor's record via name & email, I do not want the BLANK address to update over the existing address in our CRM, but I would still like the address to be added from Omatic when creating new records. Thank you

  • Christine ELChiekh commented  ·   ·  Report

    We need this feature for our imports as we can't make use of the Omatic Cloud as long as it's not there.
    Thank you!

  • Risa Shiff commented  ·   ·  Report

    We need this to be done! Correct addresses are critical.
    Thank you.

  • Rachel Bailey commented  ·   ·  Report

    If I'd known that OC couldn't match on fuzzy addresses, use a partial find-and-replace address standardization transformation, OR have Advanced Address Processing options, I wouldn't have upgraded our organization from IOM until at least one of these features was available! Now I'm just paying extra for OC waiting for features that should have come standard while still doing everything through IOM. Blargh.

  • Karyn (Foundation, Australia) commented  ·   ·  Report

    This development should be top priority. The current limitations in Omatic Cloud's address processing are causing significant inefficiencies and additional clean-up work for our organisation. We need advanced address processing to address data integrity concerns, enable historical tracking, and eliminate manual workaround. Additionally, for Australian customers, the ability to process AUS/NZ address formats is essential to ensure accurate and reliable data handling

  • Anonymous commented  ·   ·  Report

    Without this implemented, we will not be able to utilize the most importing with Omatic Cloud and we will not be able to implement using the Donor Drive connector for our biggest event of the year. Moving to the cloud should be more efficient for our data needs, not less. Not having the functionality with the regular expressions dictionaries, or something better, is not an option for our needs.

  • Kris Proctor commented  ·   ·  Report

    I need the option to select what address or information is in NXT over what is in the data file or what is in the data file over NXT and have that be my decision and not have what I've selected be over written

  • Cecilia Ramos commented  ·   ·  Report

    I have to manually enter addresses for all new records which is super time consuming.

  • Kiana commented  ·   ·  Report

    I second what Ellie said- We need to be able to add new address and move old to a designated prior address type and add end valid date.

  • Ellie Stair commented  ·   ·  Report

    Yes! We also keep track of all former addresses and I have been looking to find a way to mark other addresses as Previous and mark a valid date to field. When importing via Address Updated in RE, it has that capability.

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