Classic Products
350 results found
-
Apply defaults on spouse promotion
When a non-constituent spouse is promoted to constituent record the default settings for new constituent are not applied. In our case that means no default constituent code, salutation, addressee, or nickname. There should be a checkbox with the spouse promotion option to apply a default set.
14 votes -
Use entire address for similarity score scoring
Similarity score only checks the address lines, so even if I have a 100 score, but the city, state, or ZIP are different, I still have to process the address. This slows down the import process too much. Please give us the option to check the entire address.
14 votes -
List Management- Globally add, change, delete and import
List Management is a database, which requires regular maintenance like Raiser's Edge. The ability to update existing data on a List Management only record needs to be enhanced to allow imports- allowing the user to pinpoint the type of clean-up using Import ids for things like Note Import ID (Action, Constituent or Gift), Attribute Import ID, Phone Import ID, and Constituent Assigned Appeal Import ID. There should also be the ability to perform global change and global deletion of coding, as coding and code table change/clean-up within systems will occur and/or a user may import the wrong data and reinstating…
13 votes -
Overwrite Existing Values With Blank/Null
We encounter situations where we need to overwrite existing values with blank/Null.
13 votes -
Allow updating/changing the phone type
Currently it is not possible to change the phone type (for example from phone1 to phone2 or from email to bademail). We would like to be able to specify in the import file when the type should be changed/what it should be changed to. This is needed when you have many data sources providing phone numbers or email addresses and you need to accomodate the BB rule of not duplicating phone types.
13 votesIOM can do this automatically for you, but you need a space between your phone type and the number, like “phone 1”. Unless I"m misunderstanding you.
-
Pledge and Recurring Gift Warnings
When adding a gift to a batch manually RE can warn you if there is an outstanding pledge or recurring gift payment and allows you to link the gift directly. It would be nice to have this functionality with an import as well.
13 votes -
13 votes
Phones and emails from which address?
-
List Management- Ability to merge list member records without promoting to full constituents
It would be helpful if there was the ability to merge list member only records with other list member only records without promoting to full constituents within List Management.
12 votes -
Have an option for the address similarity score to match only against the preferred address.
Since we save our addresses (even after NCOA) there are often a lot of same or similar addresses. Currently the advanced address processing window pops up for each transaction and we click ignore. It would be great if we could choose to base the address only on the preferred address and skip this process.
12 votes -
Match financial institutions more intelligently
Today Sharifa and I spent hours battling against some fairly opaque error messages. In the end it turned out that adding a "branch name" for both the gift and the relationship was enough to push it through, but this has meant that our financial institution table is now polluted by some branch names that are just "branch" - clearly not ideal.
I think this must be because our financial institution table was already quite messy. When I look at the records that caused exceptions, it appears that they were all trying to use banks which either had a branch name…
12 votes -
12 votes
-
Calculate Gift Benefits
Calculate the 'Total Benefit/Value' on the Gift Benefits Button based on the imported values of 'Count' and 'Unit Cost' so that the correct receipt amount will then be calculated on the gift record. Currently the 'Total Benefit/Value' field is left with a value of $0.00 and therefore the receipt amount reflects the full gift amount (see attached screenshots).
11 votes -
Update existing phone/email number to the one on the import and to move the existing matching phone type to a different number
When updating phone numbers and emails, it would be great to have another option to update the existing phone type with the new number/email and to move that old number/email to the next available phone type with a different number (basically doing the inverse of what is offered currently).
11 votes -
Allow users to restrict profile editing
It would be nice to have the option of making your profile unable to be edited by other users. Similar to queries where you can choose if others are able to face changes.
10 votes -
Have a search function within all aspects of IOM (Dictionaries, inside Profiles, among all profiles, etc.)
As the number of import profiles and dictionaries has grown, it would be great to be able to search which profiles contain certain fields mapped or which dictionaries are used in which profiles. Also, within a specific import profile, it would be great to search for a specific mapped field to know if you've already mapped to a specific field and find where it has been applied quicker and easier. This would help manage our dictionaries and profiles better as our RE coding change and we need to update all relevant profiles, etc.
9 votes -
Remove assigned appeals in mass in List Management
when you add an appeal in error, there is currently no way to remove this appeal except one by one. if the list is large, it will take hours to remove it.
9 votes -
Allow import of multiple addresses in one pass
I think it would be great if I could import multiple addresses in one pass (Home, postal, business, overseas home etc). It could possibily use a function similar to the "relationship" function where they could be grouped - like when adding multiple education.
Thanks!9 votes -
Speed the entering of record and value types when creating profiles
Selecting record and value types when creating a profile can be quite time consuming. I have four ideas that could potentially speed this up:
1) Have a button which attempts to guess record and value types based on field names. For instance, if I have a column headed "Gift Amount", it is highly likely that I'll want it to be stored as a "Amount" value within a "Gift" record.
2) Select multiple rows and set them all to one record type. Often data files will naturally be arranged with similar fields adjacent to one another. It would be really useful…
9 votes -
Import Foreign Currency
We would like ImportOmatic to have the ability to import gifts in foreign currency. The following fields would be needed for this:
Gift Currency Amount
Gift Currency Country
Gift Currency Exchange Rate
Gift Currency Receipt9 votes -
allow user to quit import even if you have the side by side bio comparison window up.
The feature to close the import is great but if you are using the side by side comparison window you can't use it. Or you have to be really quick and go from skip row to close before another side by side comparison window comes up. Took me 12 tries!
9 votes
- Don't see your idea?