Frank Ortiz
My feedback
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4 votes
An error occurred while saving the comment Frank Ortiz
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3 votesFrank Ortiz
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168 votes
An error occurred while saving the comment Frank Ortiz
commented
We "need to be able to update a new address while saving the old address as a former address." OR
at least an option to add all addresses when creating a new donor record, but NOT to update and overwrite an address for existing records.
-Unfortunately we have events where donors do not enter their entire address to register or give through an event, and while the match is found for the donor's record via name & email, I do not want the BLANK address to update over the existing address in our CRM, but I would still like the address to be added from Omatic when creating new records. Thank youFrank Ortiz
supported this idea
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3 votes
An error occurred while saving the comment Frank Ortiz
commented
Adding the override button to the "ready bucket" of transactions would be crucial to allowing us to have records go into the right record. It becomes much more needed with events where a donor used their personal name, but also indicated it was with a company card and the gift is from the company NOT the donor individually. It becomes cumbersome to have to stop and enter in information manually when a button to override would be of great value.
Frank Ortiz
supported this idea
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28 votes
An error occurred while saving the comment Frank Ortiz
commented
Very important, especially as things change with NXT and taking things away from dbase view.
Frank Ortiz
supported this idea
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(We use Omatic cloud to import transactions from GoFundMePro (Classy) daily) - In the grid comparing records, if the ORG name was added to both the Classy info box and the RENXT box, the org name will show making it easier to make the connection. If there is no Org name, then it will be blank and that is completely fine. Yes it may add a line creating a longer grid, but It is more important to see the information to more easily verify data, than not have it in there.