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← Customer Feedback for ImportOmatic
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  • Ideas (161)

    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. Remove possible duplicates based on a query.

    4. Add the ability to pause an import

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

    6. Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria

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

    8. Make column order in data grids "sticky" per user  ·  under review

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

    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. Move old phone number to next sequantial number

    13. Parse part of the incoming data  ·  completed

    14. Dynamic dictionaries based on queries

    15. Allow users to restrict profile editing

    16. Allow import of gift specific data on existing gifts

    17. Sample Data (not enough of it)

    18. Export the List of Possible Duplicates

    19. Email and Phone fields in Duplicate Criteria sets

    20. Sync Entire RENXT List to Data Source

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