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Option to include deceased records in the search for BBCRM

Currently Omatic Cloud does not look for deceased records. It would be helpful to have an option to have a formula look for Deceased individuals.


Right now they appear as "New", while we can override this and manually match, it would save us time/steps if the formula matched to deceased individuals as well.

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Hi Michael - Thanks for the suggestion.  Our team here at Omatic has been looking into being able to match on deceased individuals recently and I believe your suggestion lines up with what we were expecting.  We hope to dig deeper into this in the near future to come up with a solution for this.  Keep providing the great feedback and suggestions to us.


Steve Brewer

Product Manager

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