Search

  1. Allow updating/changing the phone type

  2. Add duplicate score weighting to the Auto-Pick configuration  ·  completed

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

  4. Copy existing phone / email to new RE address record  ·  completed

  5. Luminate Connector / Group Sync - ability to see which records were added & removed

  6. When skipping a row, allow user to input a note for the Exceptions file

  7. Ability to edit dictionary when processing stops for user confirmation

  8. Add duplicate processing like the address processing

  9. soft credit different amounts to multiple soft credit recipients  ·  completed

  10. Ignore addresses that meet or exceed the similarity score  ·  completed

  11. Email and Phone fields in Duplicate Criteria sets

  12. Add ability to clean up/standardize addresses prior to importing i.e. running a CASS certification  ·  completed

  13. Offer option to only import "extra" address fields (info source, etc.) if completely new

  14. Allow multiple participant registrations to the same event ID for the same constituent record  ·  completed

  15. Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"

  16. Speed the entering of record and value types when creating profiles

  17. Expand how MergeOMatic can be used

  18. Default Sets for Relationships

  19. Importing only new contacts/subscribers in MailChimp

  20. Process joint memberships

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