Option to add contact information to the source system on line-by-line basis
Currently there is no option to edit billing information and often, donors make typo mistakes. It would be nice to have an option to manually pick and-choose when to send billing information to our source system, CRM, on a line-by-line basis. This would be a time-saving enhancement.
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Melisa Vuelta
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Good news! This request has been addressed on the upgraded Omatic Cloud platform: https://omatic-cloud.helpdocsonline.com/buckets$inline-editing
We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade