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  • Ideas (203)

    1. Luminate Connector / Group Sync - ability to see which records were added & removed

    2. Allow matching on fuzzy address formats  ·  under review

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

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

    5. Delete from queue when Ready

    6. NXT to NXT  ·  completed

    7. Add duplicate processing like the address processing

    8. Email and Phone fields in Duplicate Criteria sets

    9. additional -- useful -- logic operators in P2GL

    10. Offer option to only import "extra" address fields (info source, etc.) if completely new

    11. Add a filter option for Classy campaigns.

    12. The ability to update an link existing spouse addresses.

    13. Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"

    14. Speed the entering of record and value types when creating profiles

    15. Check addresses if they are shared

    16. Expand how MergeOMatic can be used

    17. Default Sets for Relationships

    18. Process joint memberships

    19. Advanced address processing screen in the Omatic Cloud is needed  ·  under review

    20. Add ability to append custom text to incoming field  ·  completed

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