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← Customer Feedback for ImportOmatic
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  • Ideas (220)

    1. OC Date transformation for D/M/YYYY  ·  completed

    2. Option to keep the show inactive phones and emails checked at all times

    3. Export the List of Possible Duplicates

    4. Show Other Phone Types in Duplicate Matching Search Results

    5. Upload source files directly from Integrations/Formulas page

    6. Summary Fields grid update  ·  completed

    7. Deceased indicator

    8. Omatic Cloud Encompass Transactions Merchant Account Filter

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

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

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

    12. Allow adding Benefits to existing gifts via IOM import

    13. Never replace First Name with an Initial

    14. Raiser's Edge - ImportOmatic Packages

    15. Child object matching on address in Salesforce

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

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

    18. Ability to ignore already existing constituency codes

    19. Adding Revenue Solicitor as mappable field.  ·  completed

    20. Rearrange grid columns & save column order

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