Ability to review all data being imported
Any field that might be touched through the Omatic import should be displayed on one screen to be approved by the importer. The current data difference grid only shows a couple fields. We should have the ability to see the two side by side (current BBCRM data & new Form Data) and decide which to keep untouched, and which to update with new data, and also have the ability to make edits to the new data before import.
Kate
shared this idea
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Kevyn Barnes
commented
This would be great, especially since we can't do much conditional matching on the non-biographical data. For instance, I may have the formula set up to add a certain Raiser's Edge attribute/custom field for all new constituent records that are created or to add that attribute if the matched constituent doesn't already have one, but I may or may not want to overwrite/update the field if it is already present. Having the side-by-side of what is coming from the formula versus what is already on the record -- just like with the constituent matching criteria -- would be useful to knowing whether I need to edit or remove the data that is about to be uploaded