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Morgan Humphrey

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  1. Match on the actual phone number (not just type) when importing phone numbers

    101 votes

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    7 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    AdminOmatic Software (Product Manager, Omatic) responded

    Hi, Omatic here! After reviewing this request, we think we may have misunderstood Joan’s initial request when we responded quite awhile back. We’ve corrected the suggestion’s status, but we also included the initial response below for context. Please feel free to continue to vote on the idea and add your comments!

    Previous response – Hi Joan, IOM already matches on any email address. We already have phone number matching scheduled for the next big release, but you can have it now simply by mapping your phone numbers as email addresses in your Import-O-Matic profile (RE treats phones and emails pretty much the same).

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    Morgan Humphrey commented  · 

    I agree, the inability to do this causes a large volume of duplicated phone numbers in our database and confusion for our gift officers. This necessitates time-consuming regular clean up - if it's already mapped on a donor record, regardless of the Phone Type, we should be able to avoid re-adding it to the donor record.

    Morgan Humphrey supported this idea  · 

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