Karen C
My feedback
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7 votesKaren C
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23 votesKaren C
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26 votesKaren C
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54 votesKaren C
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99 votes
Hi, Omatic here! After reviewing this request, we think we may have misunderstood Joan’s initial request when we responded quite awhile back. We’ve corrected the suggestion’s status, but we also included the initial response below for context. Please feel free to continue to vote on the idea and add your comments!
Previous response – Hi Joan, IOM already matches on any email address. We already have phone number matching scheduled for the next big release, but you can have it now simply by mapping your phone numbers as email addresses in your Import-O-Matic profile (RE treats phones and emails pretty much the same).
Karen C
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51 votesKaren C
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74 votesKaren C
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166 votesKaren C
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14 votesKaren C
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38 votesKaren C
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This would be really helpful for us too. I have to manually set the primary addressee/salutation every time I promote a spouse. It would be nice to be able to set a default set that I could just apply instead of spending so much time doing it one by one.