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← Customer Feedback for ImportOmatic
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  • Ideas (224)

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

    2. Adding Revenue Solicitor as mappable field.  ·  completed

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

    4. Rearrange grid columns & save column order

    5. Display spouse first and last name next to the constituent name in the first row of the Duplicate Search results screen

    6. Ability to ignore a record  ·  started

    7. Import from One system of Record into the Same System of Record  ·  completed

    8. More intuitive relationship matching  ·  under review

    9. Possibility in a profile not to overwrite addresses if they have a certain source - such as AddressFinder

    10. Only do side by side comparison if there is a change in text, not if text is replacing a blank

    11. Autocorrect empty fields instead of needing "Is Not Blank" Replacement

    12. Map Custom ID Fields

    13. Add percentage of match results to ready buckets

    14. Ability to map Luminate online cross references via API in the Omatic Cloud

    15. Add Salesforce Production to Salesforce Production option to Formula Setup  ·  completed

    16. Ability to send multiple values to "select multiple" contact field in Emma

    17. Changing address type when new address is found

    18. Portion Subject to Tax Bug

    19. HubSpot additional Properties under Email Information Group

    20. After an import, prompt us to import the exceptions

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