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Ability To Not Duplicate Opportunity Contact Role
Hi Ed,
This may be resolvable with some configuration changes in the formula. If you would like, I can convert this idea to a Support ticket to get direct assistance from our team. Just let me know!
Thank you,
Amanda Tetanich
Senior Product Manager | Omatic Software
Hi Amanda,
My consultant, Cody Murray, couldn't figure out how to configure the formulas to avoid this.
Please submit a support ticket to see if we can address this.
Thank you.
Hi Ed,
Will do! Cody is one of many awesome thinkers on our team, so it's worth a try to see if someone else has an idea how to resolve this without updating Omatic Cloud. If it is a flaw in the application's logic that we're able to resolve with a code change, we will take give that a try too. I'll convert this idea to a Support ticket now.
Best regards,
Amanda Tetanich
Senior Product Manager | Omatic Software
Ed Pashkin
I am currently working on a Luminate to Salesforce Team Raiser donations formula and if the external Id for the participant and constituent match this causes duplicate opportunity contact role records.