Jennifer Watson
My feedback
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3 votes
An error occurred while saving the comment Jennifer Watson
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2 votesJennifer Watson
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An error occurred while saving the comment Jennifer Watson
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Not just email comments but phone comments. We often times include the source on the email or phones and some sources over ride others. So we need to be able to add a comment. It would be great if we had the choice to override an existing comment or append.
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13 votesJennifer Watson
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24 votesJennifer Watson
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22 votesJennifer Watson
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185 votesJennifer Watson
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An error occurred while saving the comment Jennifer Watson
commented
I am finding that there are some benefits of using cloud over some of my previous pre-processing of data and then using IOM to now using Cloud where it will check to see if the address already exists on the record. However, I am finding that I need to run at least one other import or manually update records to update the "former" information on records because of the lack of any possibility to do that in cloud. Therefore I am not really saving any time by using cloud for that functionality. We keep all addresses on record, even if there is a slight change in the address for history purposes.
In IOM, I can match on alias without updating the bio 1 fields (ie name). One has to have a name and or constituent id mapped in the first constituent section of the formula. I get several large files that I need to import and all I get is a certain alias value in the file from the other system. I do not get a constituent id. I would have to export all records from RENXT and then match up the alias value in order to add the REID to the new data file. This is time consuming and something that requires more time and thus not really saving me overall time by using cloud. If I add a name to the first section of the formula, then it will update the name field(s) and I do NOT always want the name updated. Yes, there some work arounds to this but it is still as much or more work than my current processes with IOM.