Product: Omatic Cloud
Description: Information on searching for records in RENXT
Environment: All
Version: All


When searching for matches in RENXT with Omatic Cloud, the following fields are searched:
First Name and Last Name
Email (includes active emails only)
Constituent Lookup ID

If any of these searches return a match, Omatic Cloud will return the record as a possible match. Triage settings are then applied to filter the most accurate matches. 

What if I use List Management within database view?
When running an import through Omatic Cloud, List Management records will be included in the search results, as long as you aren't excluding non-constituents in your formula settings. These records, if matched to, will be promoted to full constituents, if RENXT only allows the incoming data on full constituent records.