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← Customer Feedback for ImportOmatic
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  • Ideas (194)

    1. Create pre-merge queries of records selected as duplicates

    2. Allow LM export to return multiple rows for one record if that record has multiple relationships defined in the RE query.

    3. Make column order in data grids "sticky" per user  ·  started

    4. Remove possible duplicates based on a query.

    5. Ability to filter Salesforce Donations for Posting based on a Salesforce Report (Query)  ·  completed

    6. Add the ability to pause an import

    7. Append data into a the notes field of a pre existing Notepad record.

    8. We have observed that ​​Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).

    9. Shorten Data Transformation - add ability to shorten from front or back  ·  completed

    10. Allow custom SQL database queries in segmentation

    11. if a new last name is found in a data file, there should be a setting to copy the former last name to Alias.

    12. Parse part of the incoming data  ·  completed

    13. Move old phone number to next sequantial number

    14. Dynamic dictionaries based on queries

    15. Sync Entire RENXT List to Data Source  ·  completed

    16. Option to get user input when incoming data doesn't match existing data for specified fields  ·  started

    17. Allow import of gift specific data on existing gifts

    18. Allow users to restrict profile editing

    19. Pull Tribute Data from the Encompass Transactions

    20. Allow matching on fuzzy address formats  ·  under review

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