Search
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When skipping a row, allow user to input a note for the Exceptions file
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Ability to edit dictionary when processing stops for user confirmation
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Luminate Connector / Group Sync - ability to see which records were added & removed
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Post-to-GL: Create New Journal or Append to Existing Journal
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Post Salesforce Payments in Post-to-GL · completed
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Delete from queue when Ready
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Add duplicate processing like the address processing
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Email and Phone fields in Duplicate Criteria sets
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additional -- useful -- logic operators in P2GL
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Offer option to only import "extra" address fields (info source, etc.) if completely new
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Add a filter option for Classy campaigns.
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Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"
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The ability to update an link existing spouse addresses.
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Speed the entering of record and value types when creating profiles
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Check addresses if they are shared
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Expand how MergeOMatic can be used
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Default Sets for Relationships
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Add ability to append custom text to incoming field · completed
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Process joint memberships
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Advanced address processing screen in the Omatic Cloud is needed · under review