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jksmth

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  1. 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  ·  Admin →
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    jksmth commented  · 

    This would be really helpful!
    We receive an excel list of current employees each month. The excel sheet features updated addresses and names. The sheet features their employee id as well. When someone gets married and their name changes, we can see it is the same person because of the employee id. Currently with importomatic we have to manually go in and add the former name to the alias.
    This would be a nice option!

    jksmth supported this idea  · 

  2. 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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    jksmth supported this idea  · 

  3. Import comments for Major/Minor fields

    43 votes

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    11 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  4. Allow import of multiple addresses in one pass

    9 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    jksmth commented  · 

    Good idea!

    jksmth supported this idea  · 

  5. Have the ability to share phone numbers between linked relationships who share an address.

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    jksmth supported this idea  · 

  6. Add exception folder browser to Import Processing screen

    3 votes

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

    Hi –
    We are currently evaluating how we can improve the experience and workflow around multiple pass imports. We would like to have a conversation to better understand your needs, what scenarios required multiple pass imports, and other pain points. You will have the opportunity interact with prototypes and shape the user experience for this feature. If you would like to talk with our Product Development team about this, please email: darinc@omaticsoftware.com

    Thanks,
    Darin Cavanaugh
    UX Designer | Omatic Software

    jksmth supported this idea  · 
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