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← Customer Feedback for ImportOmatic
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  • Ideas (193)

    1. Export the List of Possible Duplicates

    2. Change the mapping of phone/email attribute

    3. Creating Lists for records imported in Omatic Cloud

    4. Upload source files directly from Integrations/Formulas page

    5. Summary Fields grid update  ·  completed

    6. Do not promote non-constituent records

    7. Deceased indicator

    8. Omatic Cloud Encompass Transactions Merchant Account Filter

    9. Import combined gifts from one line into sepearate gifts in batch.

    10. Allow adding Benefits to existing gifts via IOM import

    11. Add fields to Altru connector (particularly Volunteer)  ·  under review

    12. Add the ability to change the Error.txt file to an excel file

    13. Child object matching on address in Salesforce

    14. Never replace First Name with an Initial

    15. Raiser's Edge - ImportOmatic Packages

    16. Ability to ignore already existing constituency codes

    17. List Management- Globally add, change, delete and import

    18. Allow clients to point more than one csv file to one IOM profile during import process

    19. Adding Revenue Solicitor as mappable field.  ·  completed

    20. Show Run Schedule in History and current last run date

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