Customise constituent match screen
It would be very handy to be able to choose which fields appear in the constituent match screen. This would enable us to turn off fields we don't currently match on like birth date.
David Aitken
shared this idea
Version 3.3 of ImportOmatic includes many improvements to make reviewing your duplicate search results easier, such as custom columns, a static top row when scrolling, sticky sizing more!
You can download the latest version of ImportOmatic here: http://www.omaticsoftware.com/Forums/tabid/108/aff/12/Default.aspx
4 comments
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Brian Clifton
commented
Yes, I agree with this very much. I am continually getting Exceptions created because I can't tell Mr A Smith from Mrs A Smith on the constituent match screen - and lots of our constituents appear to have the same first name initials. A field which showed the Title would be very useful.
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Nancy Chancellor
commented
Also, it would be nice to see the Primary Business address on the constituent match screen when we are importing Organization addresses to Primary Business for an Individual.
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Melissa Graves
commented
Amen Wayne
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Wayne
commented
Along with this it would be helpful to be able to choose which fields are displayed in the side-by-side comparison utility