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How can we improve Omatic Cloud?

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Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.

In Import Omatic we have this option but not in Omatic Cloud.

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Brenda Schelling-Biggs shared this idea  ·   ·  Report…  ·  Admin →
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  • Aura Lopez-Alvarez commented  ·   ·  Report

    Yes, we have to have the ability to NOT automatically promote the spouse record to a full record. That's just creating duplicate records in our instance as we don't create separate records for spouses.

  • Anna Scholten commented  ·   ·  Report

    When matching to a non-constituent spouse record, we would like the ability to NOT automatically promote the spouse record to a full record. We would like to add the non-biographical data to the head of household record.

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