We would like the ability to Add new from the Ready bucket (currently, can only send the
page or send all).
Below are the questions I sent in the email today. I also wanted to add the information here for tracking:
Ultimately, the risk of committing bad data to CRM is more detrimental than keeping track of the number of instances that the Omatic Cloud mis-matches records. Ideally, we would like the choice of committing a record to CRM based on our review and currently, it's "all or nothing." The tool is mostly reliant on Omatic's matching criteria which does not always align with CHLA's decision/choice.