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  • Ideas (193)

    1. Dynamic dictionaries based on queries

    2. Allow custom SQL database queries in segmentation

    3. Create a query folder in Raisers Edge so MergOMatic can save for the queries for surviving records and source records

    4. Remove possible duplicates based on a query.

    5. Link to open the survivor & merged record query

    6. Create pre-merge queries of records selected as duplicates

    7. Emma Response API - Mailing ID  ·  completed

    8. Pull All Records Through BBCRM Query  ·  under review

    9. Highlight data differences in 1:N data grids  ·  completed

    10. Ability to filter Salesforce Donations for Posting based on a Salesforce Report (Query)  ·  completed

    11. Customize CSV header/data row separators for Data File Export Connector

    12. Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria

    13. Title part of data differences

    14. Allow gift attributes data to be imported when importing new gift data via ImportOmatic

    15. Sample Data (not enough of it)

    16. Allow LM export to return multiple rows for one record if that record has multiple relationships defined in the RE query.

    17. Option to get user input when incoming data doesn't match existing data for specified fields  ·  started

    18. Parse part of the incoming data  ·  completed

    19. Add ability to move data from BBCRM to Omatic Cloud using Export Definitions

    20. Ability to review all data being imported

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