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← Customer Feedback for ImportOmatic
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  • Ideas (247)

    1. Include other name fields besides FN, LN in matching to Salesforce  ·  completed

    2. Import from One system of Record into the Same System of Record  ·  completed

    3. Add ability to compare one field to another in field mapping and custom routing

    4. Add Salesforce Production to Salesforce Production option to Formula Setup  ·  completed

    5. Extend date range to allow for pulling data older than 30 days when MailChimp is the data source

    6. Delete from queue when Ready

    7. Only add Consent if doesn't already exist

    8. Would like the ability to freeze 1st 4 columns ; Without these frozen, they are losing sight of data point information.

    9. Update ECS Transaction Type for Engaging Networks

    10. add the ability to edit/remove alias name

    11. Be able to export to QCB transactions (non-opt ins) from RE to EN

    12. Ability to Schedule Exports from RE/NXT

    13. We would like the ability to sort data in the Needs attention bucket. This is the way they used to be ordered.

    14. Convert ZIP to city and state

    15. Create a Fields Section for New Donors. This would allow us to map out gender, prefix, addressee, and salutation.

    16. Add UTM fields to GiveCampus connector

    17. Create new data selection  ·  completed

    18. Turn on the Engaging Networks QueryResult connector  ·  under review

    19. Allow formula to always send full list of constituents from Luminate Group

    20. Need someway to determine what data DID NOT flow through Omatic

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