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Ricky Tillson

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16 results found

  1. Match financial institutions more intelligently

    12 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  2. if a new last name is found in a data file, there should be a setting to copy the former last name to Alias.

    55 votes

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

    74 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  4. 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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  5. Ability to ignore already existing constituency codes

    7 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  6. format phone number

    3 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  7. Add an option to "Create A Relationship" between potential duplicates, not just Mark as not a duplicate

    9 votes

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    1 comment  ·  Classic Products » MergeOmatic  ·  Admin →
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  8. Ability to move profiles and heirarchy templates in the list

    13 votes

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    3 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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  9. Add "Copy Existing Last Name to Maiden Name" button

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  10. Update former employer relationship and reciprocal fields

    26 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  11. 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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  12. Update monetary heirarchy terms to match Raiser's Edge terminology

    2 votes

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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  13. Allow option to search segmentation for specific record

    6 votes

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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  14. Allow n number of people to be assigned

    1 vote

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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  15. Add option to export segmentation counts to Excel file

    7 votes

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    1 comment  ·  Classic Products » SegmentOmatic  ·  Admin →
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  16. Add option to load an appeal and all appeal packages in one step

    16 votes

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    2 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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