Make unmapped fields used in Record Match Search available in Summary Grid View
address, email, and phone are all helpful in identifying matches, but unless the fields are mapped, we can't access them in Summary Grid View. Please also allow fields used in Record Match Search to be added to grid view for ease in identifying correct matches
Kendal Ferguson
shared this idea
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Jessica Daggett
commented
YESSSSSS! I LOVE this feature in IOM! It is so easy to review multiple potential matches all at one time, in one quick screen, and see all the key biographic data that might make someone the correct match. You even sort them by match liklihood! The amount of clicking into multiple or 1:1 matches and then having almost no data to compare which one is the correct match is currently a really poor roll-out in Omatic Cloud. Why lose the great functionality you built into IOM?? There should be a standard repository of common fields that we can match on (WITH ability to determine the length - i.e. first 2 characters in first name, first 8 characters of address), even when those fields are not contained in the import file mapping for that particular formula. Could you just please replicate what you have in IOM so that we don't lose functionality by "upgrading" to the Cloud?