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← Customer Feedback for ImportOmatic
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  • Ideas (203)

    1. Be able to export to QCB transactions (non-opt ins) from RE to EN

    2. Ability to skip a cell if it is blank and not import a blank attribute or prospect rating

    3. ability to use 'if / then / else' logic for mapping fields  ·  completed

    4. Tag a record for follow-up

    5. New Formula Types  ·  completed

    6. add import ID routing  ·  completed

    7. Add Ability to import Tributes to RENXT  ·  completed

    8. Fix Bug with RE Exports

    9. Classy Attendee Connector  ·  under review

    10. Populate More Example Rows from Luminate Surveys

    11. Allow Deduplication to check List Management records

    12. Allow import or update of gift reference on existing gifts

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

    14. When merging - SSN should be saved as encrypted value in the note field, rather than unencrypted, when using MergeOmatic

    15. Include phone and email info in the notepade record of the merge

    16. Move old phone number to next sequantial number

    17. Ability for a better Export Function in List Management

    18. Turn on the Engaging Networks QueryResult connector  ·  under review

    19. Import a Recurring Gift Notepad

    20. Make Key Indicator and Last Gift Amount Fields Column Options

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