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← Customer Feedback for ImportOmatic
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  • Ideas (234)

    1. Expand how MergeOMatic can be used

    2. Add individual system Record ID as a match option when importing a Relationship

    3. Make "Change Data Source" into a button

    4. Highlight data differences in 1:N data grids  ·  completed

    5. pull pledge payments on pledges with multiple payments  ·  completed

    6. Include other name fields besides FN, LN in matching to Salesforce  ·  completed

    7. Add Delete button to "Multiple matches & data differences" queue  ·  under review

    8. I was importing an email for a nonconstituent spouse and the email was not imported. Is there a way to capture this for the spouse?

    9. Link to Omatic Data Service status page from ImportOMatic plugin

    10. Add fields to Altru connector (particularly Volunteer)  ·  under review

    11. Allow adding Benefits to existing gifts via IOM import

    12. Import from One system of Record into the Same System of Record  ·  completed

    13. Add Salesforce Production to Salesforce Production option to Formula Setup  ·  completed

    14. Extend date range to allow for pulling data older than 30 days when MailChimp is the data source

    15. Delete from queue when Ready

    16. Only add Consent if doesn't already exist

    17. add the ability to edit/remove alias name

    18. Would like the ability to freeze 1st 4 columns ; Without these frozen, they are losing sight of data point information.

    19. Update ECS Transaction Type for Engaging Networks

    20. We would like the ability to sort data in the Needs attention bucket. This is the way they used to be ordered.

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