Search
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Advanced address processing screen in the Omatic Cloud is needed · under review
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Export the List of Possible Duplicates
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Email and Phone fields in Duplicate Criteria sets
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List Management- Globally add, change, delete and import
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Add ability to move data from BBCRM to Omatic Cloud using Export Definitions
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Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria
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Setting Formatting for Primary Addressee & Salutation for New Constituents Only
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Allow updating/changing the phone type
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Add default data difference option to Ready · completed
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Ability to ignore already existing constituency codes
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ability to use 'if / then / else' logic for mapping fields · completed
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Include phone and email info in the notepade record of the merge
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Match financial institutions more intelligently
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Customize CSV header/data row separators for Data File Export Connector
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Add a scoring deduction for deceased records
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Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"
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Organize formula's in a way that makes sense to me
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Speed the entering of record and value types when creating profiles
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Ability to skip a cell if it is blank and not import a blank attribute or prospect rating
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Sample Data (not enough of it)