When MOM moves to RENXT Unified View - Please consider additional functionality
When MOM moves to Unified View - Please consider additional functionality
Hello,
These additional functionalities would be very helpful during duplicate merge review:
-Ability to SORT COLUMNS (e.g. we may want to sort and look for a specific donor name or Gift Date for review)
-Capture Phone/Email history in survivor record note
-Display non primary phone/email types
-Select multiple possible matches to move to 'Duplicates to be Merged' queue simultaneously
-EXPORT option to CSV format to review possible duplicates outside of the merge review screen (we could copy/paste IDs into a query for other review purposes if needed)
When matching to non-constituents we need the ability to open record that contains the non-constituent relationship (currently we have to copy the phone and or email, leave MOM or have another RE window open and use Constituent look up to find potential matches)
Duplicate exclusions screen
Option to find by ID only and/or Name to remove from exclusions list
Option to export into CSV
Option to clear all results (with warning! prompt)
I've used this functionality in IOM for possible duplicates MOM didn't identify but were identified by RENXT or REDB https://support.omaticsoftware.com/s/article/HowToUseImportOmatictoFlagDuplicatesinMergeOmatic. Do current Omatic Cloud formulas support this Functionality?
Thank you