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Therese Morris

← Customer Feedback for ImportOmatic

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6 results found

  1. 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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    Therese Morris commented  · 

    Different people create and run different profiles based on their job.

    Therese Morris supported this idea  · 

  2. Update former employer relationship and reciprocal fields

    26 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Therese Morris supported this idea  · 

  3. Match on the actual phone number (not just type) when importing phone numbers

    99 votes

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

    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).

    Therese Morris supported this idea  · 

  4. Add the ability to pause an import

    166 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Therese Morris supported this idea  · 

  5. Apply defaults on spouse promotion

    14 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Therese Morris supported this idea  · 
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    Therese Morris commented  · 

    This should be applied to any non-constituent relationship that is promoted to a full constituent. We add parent relationships to our students and then promote them to constituents. It would save a lot of time/clean up to be able to apply the default set.

  6. 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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    Therese Morris supported this idea  · 

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