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← Customer Feedback for ImportOmatic
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  • Ideas (234)

    1. Pull Tribute Data from the Encompass Transactions

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

    3. Email and Phone fields in Duplicate Criteria sets

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

    5. Export the List of Possible Duplicates

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

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

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

    9. Create static query option using Omatic cloud or connector imports like in Classic imports.

    10. Allow updating/changing the phone type

    11. Add default data difference option to Ready  ·  completed

    12. Enforce Default Data Differences Selection During Setup

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

    14. Ability to ignore already existing constituency codes

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

    16. ability to use 'if / then / else' logic for mapping fields  ·  completed

    17. Customize CSV header/data row separators for Data File Export Connector

    18. Add a scoring deduction for deceased records

    19. Match financial institutions more intelligently

    20. Allow for email campaigns to be excluded from data push to database of record

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