Omatic Support

Is there a good way to get IOM to check against a record's educational relationship? Right now you can check against the School Name, Degree, Graduation Date or some variation combo of the three.

It would be nice to be able to get a similar process to the address checker, where you can pick an education relationship to match if there's two very similar, and or edit on the fly.

Unfortunately the information we get from our University isn't exactly the cleanest file in the world. I'm sure we're not the only ones. So to be able to sift through the educational relationships like IOM sifts through addresses would be phenomenal. Perhaps its possible already? Is there work arounds? Any help?

Otherwise I'll gladly make a feature request (or vote on a similar one if it exists already).

Thank you,

JWay

Hi Jordan,

The current functionality of Import-O-Matic supports searching for Education Relationships by the following criteria:

School Name
School Name and Graduation Date
School Name and Degree
School Name, Degree and Graduation Date

You can also opt to have incoming education relationships import as new relationship records.

If you would like to see an enhancement to the current functionlity, you can post your suggestion on the Import-O-Matic User Voice page on our website.  

Please let us know if you have any additional suggestions and thanks for posting to our forums.

Best,

Callie