Automatically delete $0 "donations" when importing
Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."
When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.
Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."
1
vote
Taylor Davidson
shared this idea