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← Customer Feedback for ImportOmatic
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  • Ideas (253)

    1. Allow matching on fuzzy address formats  ·  under review

    2. Pull Tribute Data from the Encompass Transactions

    3. Advanced address processing screen in the Omatic Cloud is needed  ·  planned

    4. Setting Formatting for Primary Addressee & Salutation for New Constituents Only

    5. Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria

    6. Email and Phone fields in Duplicate Criteria sets

    7. Export the List of Possible Duplicates

    8. List Management- Globally add, change, delete and import

    9. Add ability to move data from BBCRM to Omatic Cloud using Export Definitions

    10. Add ability to export membership data out of RENXT

    11. Enforce Default Data Differences Selection During Setup

    12. Changing address type when new address is found

    13. Creating Lists for records imported in Omatic Cloud

    14. Allow updating/changing the phone type

    15. Add default data difference option to Ready  ·  completed

    16. New Records Duplicate Creation

    17. Ability to ignore already existing constituency codes

    18. Include phone and email info in the notepade record of the merge

    19. Add a scoring deduction for deceased records

    20. Organize formula's in a way that makes sense to me

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