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Tom Dickinson

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  1. Add Relationship Attributes

    3 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Emily Dalton responded
    Hi Anna, In RENXT, if you add an attribute to a relationship, it requires that relationship to be a full constituent. This is a bit different than how relationship attributes functioned in RE7. By mapping relationship attributes through RENXT, would you be okay with those records automatically being promoted to full constituents? Best, Kristen
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    Tom Dickinson commented  · 

    This is important to some of our current workflows in ImportOMatic so we would like to see it implemented in Omatic Cloud.

    Our use case is with Org Relationships, and only with a full constituent, so Emily's question from her 2/13/2023 comment doesn't directly apply to us. But I'd think the ideal solution would be to let the user determine when setting the import up how the issue ought to be handled (for instance, whether to promote to constituent or to route it to Needs Attention)

    Tom Dickinson supported this idea  · 

  2. ability to use logic to pick from multiple source fields

    3 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Tom Dickinson shared this idea  · 

  3. Ability to ignore a record

    6 votes
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    started  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Tom Dickinson supported this idea  · 

  4. Advanced address processing screen in the Omatic Cloud is needed

    203 votes
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    under review  ·  18 comments  ·  Omatic Cloud  ·  Admin →
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    Tom Dickinson supported this idea  · 

  5. Add Prospect Status

    3 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Tom Dickinson supported this idea  · 
    Tom Dickinson shared this idea  · 

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