Search
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Creating Lists for records imported in Omatic Cloud
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Title part of data differences · planned
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Fuzzy Organization Name Matching
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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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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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Pull All Records Through BBCRM Query · under review
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Speed the entering of record and value types when creating profiles
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Add/Update Gift Data as part of PostOmatic Processing
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Import constituents and non-constituents as participants in one import.
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Allow gift attributes data to be imported when importing new gift data via ImportOmatic
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For MailChimp Connector, add ability to load 'Cleaned' list member data
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Add text fields to facilitate documentation of formula configuration background
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Default Sets for Relationships
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allow resolution of exceptions during the Import.
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Allow you to import a file without a header row.
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Create PremiumOmatic
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Add percentage of match results to ready buckets
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New Records Duplicate Creation
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List Management ID
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Add duplicate processing like the address processing