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← Customer Feedback for ImportOmatic
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  • Ideas (238)

    1. Add a filter option for Classy campaigns.

    2. Need better configuration options in MergeOmatic for duplicate phones/emails

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

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

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

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

    7. Check addresses if they are shared

    8. Expand how MergeOMatic can be used

    9. Default Sets for Relationships

    10. Custom Routing to send some rows onto another Formula

    11. Advanced address processing screen in the Omatic Cloud is needed  ·  planned

    12. Process joint memberships

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

    14. Matching and Scoring Logic  ·  completed

    15. Allow display of formula notes at the tile level and/or on the record review screen in Omatic cloud

    16. Support for line break character (/n)

    17. Match financial institutions more intelligently

    18. Allow duplicate Organisational Relationships without them being non-constituent

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