Joan Shofner
My feedback
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101 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).
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How exactly do I do this? I'm mapping the phone number to the "constituent email - address" in the field map but it is not affecting the number already in RE. If I have the number 501-450-3421 listed in RE with 'business' as the phone type, I need IOM to match 501-450-3421 in the import file to the record in RE and change the phone type in RE from 'business' to 'wrong number'. The phone type is not listed in the import file; therefore, I need IOM to match on the actual number - not the phone type.