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16 results found

1. Match financial institutions more intelligently

   12 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  Jan 10, 2019

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.

   54 votes

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   4 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  Jan 10, 2019

3. Move old phone number to next sequantial number

   74 votes

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   5 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  May 8, 2018

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

   82 votes

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   6 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  May 8, 2018

5. Ability to ignore already existing constituency codes

   7 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  May 8, 2018

6. format phone number

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   3 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  May 8, 2018

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  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  Jul 21, 2017

8. Ability to move profiles and heirarchy templates in the list

   13 votes

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   3 comments  ·  Classic Products » SegmentOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  Jul 21, 2017

9. Add "Copy Existing Last Name to Maiden Name" button

   4 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Ricky Tillson supported this idea  ·  Oct 25, 2016

10. Update former employer relationship and reciprocal fields

    26 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Oct 21, 2016

11. Allow easy removal of duplicate addresses on the fly

    67 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Oct 21, 2016

12. Update monetary heirarchy terms to match Raiser's Edge terminology

    2 votes

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Oct 21, 2016

13. Allow option to search segmentation for specific record

    6 votes

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Oct 21, 2016

14. Allow n number of people to be assigned

    1 vote

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Jul 21, 2017
    Ricky Tillson shared this idea  ·  Oct 21, 2016

15. Add option to export segmentation counts to Excel file

    7 votes

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    1 comment  ·  Classic Products » SegmentOmatic  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Oct 21, 2016

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  ·  Delete…  ·  Admin →
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    Ricky Tillson supported this idea  ·  Oct 21, 2016