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Planned

Option to add contact information to the source system on line-by-line basis

Currently there is no option to “edit” billing information and often, donors make typo mistakes. It would be nice to have an option to manually pick-and-choose when to send billing information to our source system, CRM, on a line-by-line basis. This would be a time-saving enhancement.

1 Comment

Hi Melisa!


Good news! This work is planned and will be availble in our updated Omatic Cloud platform later this year. 


Let me know if you have any questions.


Chanel 

Product Manager - Omatic Cloud

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