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Jaclyn

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  1. Changing address type when new address is found

    36 votes
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    3 comments  ·  Omatic Cloud  ·  Admin →
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    Jaclyn commented  · 

    This functionality is so important- without this, we will end up with multiple addresses on a record that appear current, resulting in after the fact cleanup.

    Jaclyn supported this idea  · 

  2. Create static query option using Omatic cloud or connector imports like in Classic imports.

    9 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jaclyn commented  · 

    I am surprised this doesn't have more votes- output queries are a *huge* part of checking the data maintenance. While gift custom fields are easy enough to add, finding a way to easily query on constituents added/modified is difficult with multiple users in and out of the database. It could be added with a custom field, but this would quickly clutter up a constituent/participant record as multiple modifications could be done to any one record over time.

    Jaclyn supported this idea  ·