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  • Ideas (215)

    1. Review specific fields that don't match the source destination  ·  under review

    2. Process joint memberships

    3. Update fields only if new record  ·  completed

    4. Improve CSV Export Format for Web Front-End Exceptions

    5. Allow for adding a new query in the include or the exclude query in the hierarchy template, and in the heirarchy built, in a profile view

    6. Option to keep the show inactive phones and emails checked at all times

    7. Search Functionality in 1:1, 1:Many, New Record Queues

    8. Add the ability to change the Error.txt file to an excel file

    9. Option to add mapped data only if records are new

    10. Never replace First Name with an Initial

    11. Emma Response API - Mailing ID  ·  completed

    12. Ability to ignore a record  ·  started

    13. Ability to send multiple values to "select multiple" contact field in Emma

    14. Possibility in a profile not to overwrite addresses if they have a certain source - such as AddressFinder

    15. Only do side by side comparison if there is a change in text, not if text is replacing a blank

    16. Portion Subject to Tax Bug

    17. After an import, prompt us to import the exceptions

    18. Automatically strip leading/trailing spaces from incoming values/source files  ·  completed

    19. Post-to-GL: Create New Journal or Append to Existing Journal

    20. Show "Incoming Date/Time" of Record During Matching  ·  completed

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