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Tom

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

    188 votes
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    under review  ·  18 comments  ·  Omatic Cloud  ·  Admin →
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    Tom commented  · 

    I would add this - if the Address section, being a Child of the Parent section for Constituent, could differentiate if the Parent object were New or not (Parent match-found), then the logic for Add from Classy could be expanded. If No-Match, but Parent Match, then skip. This would allow us to keep unwanted 'Home' Addresses out of our system where the data difference is only due to Standardized (RE) versus non-Standardized (Classy) address details.

    We're passing the Classy Supporter ID into an RE Alias and making RE Alias the Primary match. Thus, repeat donors are pure 1-1 matches and are Ready records. Would be nice to match 1-1 and not have new Home Addresses popping-up everywhere.

    Tom supported this idea  · 

  2. Allow Custom Routing-Omit to compare Source Fields to Destination Fields.

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    0 comments  ·  Omatic Cloud » Salesforce  ·  Admin →
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    Tom shared this idea  · 

  3. Tom

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

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