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Include phone and email info in the notepade record of the merge
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When merging - SSN should be saved as encrypted value in the note field, rather than unencrypted, when using MergeOmatic
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Ability for a better Export Function in List Management
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Move old phone number to next sequantial number
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Import a Recurring Gift Notepad
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Add option for formulas to consider null vs non-null a match · planned
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Make Key Indicator and Last Gift Amount Fields Column Options
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Create PremiumOmatic
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Improve the information in the pop-up after the import is complete.
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Allow you to import a file without a header row.
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Convert ZIP to city and state
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Turn on the Engaging Networks QueryResult connector · under review
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Select mapped fields in transformations · completed
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Ability to map Action Notepad Type
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List Management ID
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Review specific fields that don't match the source destination · under review
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Reprocess without Re-matching · under review
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Setting Formatting for Primary Addressee & Salutation for New Constituents Only
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Output Most Recent Appeal
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Include other name fields besides FN, LN in matching to Salesforce · completed