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  • Ideas (231)

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

    2. Ability to ignore already existing constituency codes

    3. Raiser's Edge - ImportOmatic Packages

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

    5. be able to define "Run Once" to within hours or minutes - not only days

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

    7. Adding Revenue Solicitor as mappable field.  ·  completed

    8. Rearrange grid columns & save column order

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

    10. Ability to ignore a record  ·  started

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

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

    13. More intuitive relationship matching  ·  under review

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

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

    16. Map Custom ID Fields

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

    18. Add percentage of match results to ready buckets

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

    20. Portion Subject to Tax Bug

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