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Select query category for output queries · completed
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Allow data to be removed from records · completed
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Create pre-merge queries of records selected as duplicates
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IOM should have the ability to import data to records defined with a query, instead of using the whole database. · completed
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Allow LM export to return multiple rows for one record if that record has multiple relationships defined in the RE query.
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Add the ability to pause an import
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Update existing records with Default Set data, optionally · completed
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Remove possible duplicates based on a query.
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Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria
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create static queries for new/updated gifts/constituents · completed
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Append data into a the notes field of a pre existing Notepad record.
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We have observed that Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).
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Allow custom SQL database queries in segmentation
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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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Move old phone number to next sequantial number
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Dynamic dictionaries based on queries
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ability to show name of source data file in the profile · completed
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Allow users to restrict profile editing
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Allow import of gift specific data on existing gifts
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Email and Phone fields in Duplicate Criteria sets