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Ability to Override in Formula Exceptions

There should be an option other than Delete in the Formula Exceptions bucket. We should be able to Override it, especially if we know that person IS in Raisers Edge but for some reason the server dropped when looking for the record. This would help so that we aren't relying solely on the ability and capability of the servers to connect records.

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Diana Bronsema shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminAnonymous (Admin, Omatic) commented  ·   ·  Report

    Hi Diana,

    Thank you for your suggestion. I'd like to ask a few questions to get a better understanding of desired behavior. This suggestion has quite a few votes, so anyone is welcome to answer the below questions!

    - Today, how do you handle those records in the formula exceptions bucket?
    - Do you mostly find records end up in that bucket because of a connection issue?
    - What happens if you reprocess that record (from the exceptions bucket)?
    - Do you often find that the source record in the formula exceptions bucket is different than the target record in the destination? Or is it the same record that would have otherwise been matched if not a connections issue?

    We appreciate your feedback!

    Chanel
    Omatic Product Manager

Omatic Cloud

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