Add ability to only add certain mapped fields to new records
We would like to be able to decide specific criteria only applicable for new records added, not existing. Similar to applying default settings to new records in Importomatic.
Examples:
-Add addressee/salutation styles to new records
-Only add constituent code to new record
-Only add preferred name to new record
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Robert Hoffman commented
It is unacceptable that Omatic cloud is unable to differentiate between a new and existing records in RE, resulting in a default constituency code being added to ALL records, not just new ones.
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Dallas Moses commented
We were so excited to switch from importomatic to omatic cloud, but the fact that it adds a constituent record to ALL records, instead of just new records, is such a critical issue for us that it makes the product unusable. It's a huge disappointment to be lacking in such basic functionality that we've been used to with importomatic, and will have to continue using that for the foreseeable future until this gets fixed.
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Aubrey commented
This one is very important for my org because we have a lot of VIPs who may have very specific ways of wanting to be addressed, or we want their name in our database in a very particular way. I was frustrated to realize today while creating a new formula that there is no way to selectively add this information, and therefore it will write over the data we already have. This could cause some major problems for us down the line when sending acknowledgment letters or other mailings.
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Margot Rankinsburd commented
I would love for OIC to only add the default Individual constituency code to new records, not add it to existing records. Our corporate, organization, and foundation records keep having an Individual constituency code added to them.