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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.

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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.


Product Manager - Omatic Cloud

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