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  • Ideas (215)

    1. New Records Duplicate Creation

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

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

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

    5. 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

    6. New Formula Types  ·  completed

    7. Rearrange grid columns & save column order

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

    9. Changing address type when new address is found

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

    11. Select mapped fields in transformations  ·  completed

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

    13. Tribute Matching Adjustments

    14. Allow records causing exceptions to be edited before resending to destination  ·  completed

    15. More intuitive relationship matching  ·  under review

    16. Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)

    17. Classy Attendee Connector  ·  under review

    18. Add Ability to import Tributes to RENXT  ·  completed

    19. Allow duplicate Organisational Relationships without them being non-constituent

    20. Ability to map Action Notepad Type

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