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Ability to Send One by One from Ready

it would be helpful to have the ability to send records individually from Ready.
Sometimes a record might need more review while others can be sent to the destination.

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Amanda Allen shared this idea  ·   ·  Report…  ·  Admin →
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AdminSteve Brewer (Product Manager, Omatic) responded  · 

Thanks Amanda.  Can you share a scenario or two why someone would want to be reviewing records in Ready?  We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed.  Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket?   Meaning, is there some other criteria that calls out the need to review?  If so, what might that be?

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  • Allison Bolduc commented  ·   ·  Report

    Sending one record from ready instead being forced to send a full page with up to 15 records would be great for new users who wish to be extra careful during initial formula configuration and testing (not to mention Omatic Support agents who may want to only send one row as a test to confirm issue resolution). Many times, there may be things missing on the first 'ready' data sent that doesn't always cause errors but is important to include. It is much easier to clean up one record than 15 records when the first test of sending from ready doesn't go 100% as anticipated, which is the most realistic scenario. If only one record could be sent, it would be more efficient to make formula changes after sending and reviewing that one sent record than having to potentially correct up to 14 more needlessly.

  • Jessica Cellini commented  ·   ·  Report

    Not sure if Amanda provided you with an example, Steve, but I have one! We use Omatic Cloud to provide contact updates from Encompass. They still require manual review. In order to do that, we have to review an entire page before being able to send the records along. It would be helpful to be able to review and send records one at a time. Hope that makes sense!

  • Natalie Jantoro commented  ·   ·  Report

    hi @steve brewer, you know when we have multiple entries from a same record that's new, Omatic will create 2 new records in destination. One of the reason for this request (in my opinion) is to be able to process one record and reprocess the batch so we don't get duplicate record in database

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