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  • Ideas (228)

    1. Make BBCRM Data Forms Available with SFTP Connector  ·  completed

    2. Offer option to only import "extra" address fields (info source, etc.) if completely new

    3. Export Duplicates List

    4. Ability for a better Export Function in List Management

    5. Duplicate data checks between columns

    6. Add Custom Fields to the Fundraise Up Connector

    7. Changing address type when new address is found

    8. New Formula Types  ·  completed

    9. Make it so the "Retrieving Data from Luminate" box does not pop up over every other program

    10. Post Salesforce Payments in Post-to-GL  ·  completed

    11. OC Date transformation for D/M/YYYY  ·  completed

    12. be able to define "Run Once" to within hours or minutes - not only days

    13. We would like to set the default value instead of it going to 15 each time (preferably to 100) in the data queue pages.  ·  completed

    14. Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.

    15. Allow clients to point more than one csv file to one IOM profile during import process

    16. Ability to ignore a record  ·  started

    17. Rearrange grid columns & save column order

    18. Ability to map Action Notepad Type

    19. Select mapped fields in transformations  ·  completed

    20. Omatic data Service needs to follow Canada post standards too

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