We would like the ability to Add new from the Ready bucket (currently, can only send the
page or send all).
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.
Below are the questions I sent in the email today. I also wanted to add the information here for tracking: