More intuitive relationship matching
Relationship matching and routing works great IF the primary constituent mapped is already in RE.
If the constituent is BRAND new then you are forced to go through the entire data flow for relationships even if the relationship is already in RE and is a 1:1 match. Meaning many unnecessary and inefficient additional clicks.
13
votes
We're thrilled to announce enhanced routing for relationship records. Please visit our release page for more details: https://omaticsoftware.com/blog/new-features-for-omatic-cloud-december-2025/