Art Bryman

My feedback

15 results found

1. Link to Omatic Data Service status page from ImportOMatic plugin

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman shared this idea  ·  Aug 18, 2020

2. if a new last name is found in a data file, there should be a setting to copy the former last name to Alias.

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   4 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman commented  ·  Jun 29, 2020  ·  Delete…

   A "Last name>Maiden Name" button would also be useful, as that's a vast majority of last name changes.

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   Art Bryman supported this idea  ·  Jan 21, 2020

3. Tag a record for follow-up

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman shared this idea  ·  Jan 31, 2020

4. Add exception folder browser to Import Processing screen

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   2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   under review  ·  AdminOmatic Software (Product Manager, Omatic) responded

   Hi –
   We are currently evaluating how we can improve the experience and workflow around multiple pass imports. We would like to have a conversation to better understand your needs, what scenarios required multiple pass imports, and other pain points. You will have the opportunity interact with prototypes and shape the user experience for this feature. If you would like to talk with our Product Development team about this, please email: darinc@omaticsoftware.com

   Thanks,
   Darin Cavanaugh
   UX Designer | Omatic Software

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   Art Bryman commented  ·  Jan 31, 2020  ·  Delete…

   This is definitely something I would love to have. I'm importing lots and lots of old data, so I use splitomatic to break up the import files into 500-record chunks. It would be great if IOM created a folder, named same as the import file, that had the updated full file, updates, exceptions, and performance log. Considering that IOM keeps track of which folders the files go into already, this would be a fantastic addition.

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   Art Bryman supported this idea  ·  Jan 31, 2020

5. Move old phone number to next sequantial number

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   5 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman supported this idea  ·  Jan 31, 2020

6. Allow choosing of email/phone type when matching records

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   6 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman supported this idea  ·  Jan 31, 2020

7. Email and Phone fields in Duplicate Criteria sets

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   2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman supported this idea  ·  Jan 23, 2020

8. allow for the importing of soft credits. Currently IOM does not allow soft credits to be imported on their own.

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   2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman supported this idea  ·  Jan 23, 2020

9. create "If...then...else" enabled fields to choose between values from different fields

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   2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Art Bryman supported this idea  ·  Jan 23, 2020

10. Allow easy removal of duplicate addresses on the fly

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    3 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Art Bryman supported this idea  ·  Jan 23, 2020

11. Add the ability to pause an import

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    6 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Art Bryman supported this idea  ·  Jan 23, 2020

12. Alias Duplicate Searching

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Art Bryman supported this idea  ·  Jan 21, 2020

13. Duplicate Search Matching Results-add "Add as New Record and Link as Relationship" button

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Art Bryman supported this idea  ·  Jan 6, 2020

14. FindOmatic

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Art Bryman supported this idea  ·  Sep 12, 2019

15. Relationship Flag on Non-Constituent records via FindOmatic

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    1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Art Bryman supported this idea  ·  Jan 31, 2020
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    Art Bryman commented  ·  Sep 12, 2019  ·  Delete…

    I agree! Finding a relationship doesn't help if I can't open the constituent record.
    Also, I think this idea should be renamed to "Open Constituent When Relationship is Found in FindOmatic."

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