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Alexandria Russell

← Customer Feedback for ImportOmatic

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15 results found

  1. Increase number of search scenarios

    2 votes
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    1 comment  ·  Omatic Cloud » Salesforce  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Hannah - Thanks for your idea. One thing you may not be aware of is that with Salesforce if your object has more than 1 email address field then you can choose each of those email address fields when you create an Email or Name and Email match scenario. Thus instead of creating a match scenario for each of your email address fields in Salesforce you can create one match scenario and choose all of your email fields in that single match scenario. There is an implied OR between each of the email addresses when performing the search.

    For example, suppose I have 3 email address fields (per your description) in Salesforce: Work Email, Personal Email and Alt Email. Suppose my incoming email address is steve@myorgname.org. I then add an Email match scenario and choose each of those email address fields in my match scenario. When Omatic Cloud attempts to match on email address the query…

    Alexandria Russell supported this idea  · 

  2. tabs

    2 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Alexandria Russell supported this idea  · 

  3. Review menu scrollbar

    2 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Alexandria Russell supported this idea  · 

  4. Add individual system Record ID as a match option when importing a Relationship

    3 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Alexandria Russell supported this idea  · 

  5. Support for line break character (/n)

    5 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell supported this idea  · 

  6. Match on preferred name in NXT !

    3 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell supported this idea  · 

  7. Shopify Connector

    1 vote
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Alexandria Russell shared this idea  · 

  8. Update email address type when importing new email

    24 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell supported this idea  · 

  9. Advanced Name Processing for Omatic Cloud

    38 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell supported this idea  · 

  10. Add ability to only add certain mapped fields to new records

    91 votes
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    6 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell supported this idea  · 

  11. Pull the correct names for a tribute match

    1 vote
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell shared this idea  · 

  12. Matching on middle names and birthdates

    5 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Alexandria Russell supported this idea  · 

  13. Indicate Honor/Memorial in dupe match for Tribute imports

    4 votes

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

  14. Allow Access to RE Tribute Gift Acknowledged Field

    2 votes

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

  15. Tribute Matching Adjustments

    4 votes

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

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