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Wayne

← Customer Feedback for ImportOmatic

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9 results found

  1. Automatically assign solicitors to gift based on profile solicitor type setting

    7 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  2. Use entire address for similarity score scoring

    14 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  3. Speed the entering of record and value types when creating profiles

    9 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  4. Allow easy removal of duplicate addresses on the fly

    67 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  5. Move old phone number to next sequantial number

    74 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Wayne commented  · 

    I have done this using the API. Let me know if you want the code and I will send it to you. But Omatic should make it built in!

    Wayne supported this idea  · 

  6. Ability to control which users can see specific import profiles

    18 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    under review  ·  AdminOmatic Software (Product Manager, Omatic) responded

    There are a few ways we can address this issue, based on current and planned functionality in ImportOmatic. If you haven’t already done so, we recommend adding Tags to your profiles, which will allow users to quickly filter to the profiles they want to see.

    However, we’re also considering the ability to restrict profiles to specific users. We would love to hear more comments on how your team divides responsibility for different profiles. Do the same people who run a profile also create it? Do multiple people on a team need access to the same profile, but not other teams? What’s your scenario?

    Thanks, and we’re looking forward to hearing more feedback!

    The Omatic Team

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  7. Allow choosing of email/phone type when matching records

    82 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Wayne commented  · 

    What we really need is a WYSIWYG chooser to set hirearchy of email/phones to specify which one is "primary" and what order old phones should be moved to. That way you could customize it to your own list.

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  8. Indicate Honor/Memorial in dupe match for Tribute imports

    3 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  9. Pledge and Recurring Gift Warnings

    13 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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