Hi Michael,
It's certainly possible to build a customization do this into an IOM profile, but the level of effort to do so would likely be pretty high. If you'd like to get a price estimate I can have your account rep reach out to you to discuss options.
Thanks,
John
Hi John, that'd be good to know please. Thanks.
Michael Bidmead
Hi all,
I'm trying to replace an old Access system our charity use to pre-process data files before importing them into RE. The bit I'm stuck on having a better solution for is that the Access app takes a csv, highlights any gift appeal or campaign codes that aren't in RE, then provides a drop-down for a user to choose the correct campaign/appeal. Once it's all done then they export a csv file and it loads into RE with no problems. Is there any way to replicate this correcting of missing campaign/appeal data through Importomatic in some way? Some kind of interactive screen when no matches are found for a gift campaign appeal.
Cheers,
Michael