I would like to suggest the ability to bring in constituencies for new records in our BBCRM constituent revenue type.
We appreciate your suggestion! I have a few questions to see how we could most effectively handle constituencies through Omatic Cloud.
- At this point we don't have the constituency in the flat file (that's all we are using currently), but when creating a new constituent in BBCRM, would like to be able to add a user defined constituency, so would choose to define the constituency field in Omatic Cloud.
- We would want to use the Date From and Date To fields in the constituency
- If it doesn't exist in BBCRM we would want it to exception out
- If it already existed on the constituent, we would want to to skip it and not change it, but exception out (option to skip or exception out)
Thank you, Angela! The additional information helps greatly. I'll talk to the team about the effort and we'll see if we can get it into our roadmap.