Add additional "Actions" to Ready Bucket
Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).
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Frank Ortiz commented
Adding the override button to the "ready bucket" of transactions would be crucial to allowing us to have records go into the right record. It becomes much more needed with events where a donor used their personal name, but also indicated it was with a company card and the gift is from the company NOT the donor individually. It becomes cumbersome to have to stop and enter in information manually when a button to override would be of great value.
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AdminAnonymous (Admin, Omatic) commented
Hi Amanda, thanks for this feedback! I can see where "Add" would be helpful to send one record at a time from Ready - is that the desired behavior behind the request? Can you tell me how Match Override would best be served in the Ready bucket? The intention of Match Override is for those one-off cases where match scenarios within the formula don't find the intended record in the destination, so would love to learn more about the need within the Ready bucket. One reason we didn't initially add Match Override functionality to the Ready bucket is because it slows down the record review process and the Ready bucket should be "low touch."
Thanks again!
Chanel
Product Manager