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Marian Ritland

← Customer Feedback for ImportOmatic

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8 results found

  1. Allow Fund Relationships to be deleted

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  2. Match fund relationships on Fund and Relationship

    1 vote

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Marian Ritland commented  · 

    I have a modification to this request. Please add date from and date to as matching options as well.

    Marian Ritland shared this idea  · 

  3. Use entire address for similarity score scoring

    14 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Marian Ritland commented  · 

    I agree that we should at least of the option to include the entire address including the country.

  4. View Profile Description during Import

    2 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Marian Ritland commented  · 

    This is a great idea. That would allow us to give the person running a profile additional guidance and instructions. It would also be nice if the person running a profile could see where the errors and exceptions are going.

  5. Import comments for Major/Minor fields

    43 votes

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    11 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  6. Improve the information in the pop-up after the import is complete.

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  7. Add the ability to archive bad/old phone numbers without creating a new phone number.

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  8. Add another option for upper/lower casing names.

    6 votes

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