Classic Products
44 results found
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Don't suppress mailings and emails to surviving record
Currently if the non-surviving record is marked No Valid Address and/or Requests No Email, those boxes get marked on the surviving record even if the surviving record HAS a valid address and/or wants email. I'm choosing the survivor because it has better data and it's time consuming to go into each survivor to update these checkboxes. (This dovetails a bit with some existing requests but isn't mentioned specifically.)
1 vote -
Ability to alter match criteria further in MergeOmatic. Allow to match on first and last name fields only for those without addresses.
Ability to alter match criteria in MergeOmatic. Allow to match on first and last name fields only for those without addresses.
1 vote -
When merging - SSN should be saved as encrypted value in the note field, rather than unencrypted, when using MergeOmatic
When records that have a value in the SSN field are merged through MergeOmatic, the data that is in that field is saved in the note as an unencrypted value - posing a security concern. Please keep the value as an encrypted value or do not save the data in the note.
1 vote -
Allow the ability to identify spouses by coding and not consider them a duplicate match
Allow the ability to identify spouses by coding and not consider them a duplicate match.
1 vote -
Add SSN (social security number) as a display column option
Add SSN (social security number) as one of the column options to enhance comparison and researching ease. We use AlumniFinder for research of records and need SSN to determine if records are duplicates.
1 vote -
SORTING Option
Please add a sort filter to the columns for Merge-O-Matic. Especially the NAME and Email columns. When you have a page with 100+ potential records for review sometimes you're looking for a specific record and a sorting function would Alphabetize this for quicker search. Yes, there's a search field but in the 4 years we've used M-O-M it has never worked even when looking for a name that is clearly showing on the list. Thank you.
1 vote -
Duplicates Exclusions - add ability to search via either ID or name
Apart from the other idea of being able to export list of duplicate exclusions & adding a 'date', it would be really helpful to be able to search via donor ID or name in the Duplicate Exclusions screen. At the moment, you can only display the possible duplicates chronologically via the ID, but when you are dealing with a list of over 1K, it would be so much more efficient to be able to search a 'name' or specific ID so you don't have to scroll through the long list.
1 vote -
Link to open the survivor & merged record query
After merging is completed, the current link to open the Survivor & Merged records in the Merged Queue page does not work. It would be great if the link to the survivor & merged records query work, so it save you extra time of having to return to Raiser's Edge to open both queries. This is currently on the bottom left hand corner of the Merged queue after merging, but when you click on it, it does not open the record.
1 vote -
Allowing different phone types to be displayed
Currently it is only displaying the first phone type recorded on RE. So for a donor that have both a mobile and home phone, and the duplicate record only have a home phone, on the display screen, you will see the mobile for one record and a home phone for another record. Sometimes you do not have address for one of these records, so without opening the record to check if the home phone are the same, you can't be certain it is a duplicate.
1 vote -
Create a query folder in Raisers Edge so MergOMatic can save for the queries for surviving records and source records
It would be really helpful if MergOMatic can save the queries for the surviving records & source records in a specific query folder in Raiser's Edge, e.g. similar to where you can save the ImportOMatic exceptions.
1 vote -
Include phone and email info in the notepade record of the merge
MergeOmatic keeps a nice record of the incoming merge data in the surviving record by creating a notepad record of the non-surviving record data. The record is very detailed (almost every constituent field is records) but surprisingly it omits phone and email information. This would be a valuable addition.
5 votes -
Luminate Exceptions- Record should not Disappear from list
When a record cannot be merged and the error is due to LO, that record dissapears until list is closed and opened again. What a pain. The system should auto file them into another section " Exceptions" for later review. If I'm trying to merge a record and there's an exception, it's not always the case that I can remember the name/ID of that donor record.
1 vote -
Duplicate Exclusions - Add the Date excluded records Added to list
• This list should have a date column of when the two records were marked as “Not duplicates”. Over time you might end up with many in there, perhaps at some point you want to revisit and remove them from that group to be rescanned but not all of them… it would be helpful to have a Date and ability to filter so that the ones removed from group are from a specific date the work was done…
1 vote -
Duplicate Result List - Sorting Headers columns
When reviewing Duplicate Result List The header row should be Sortable. Even if the duplicates list has a score criteria it’s helpful to have the ability to sort everyone within that score in Asc/Desc order by e.g. Name, Constituent Code or Email headers ….
1 vote -
Make Key Indicator and Last Gift Amount Fields Column Options
-Key Indicator field should be included (yes a query could be created just for ORG or IND) but having the option there would be good if you want to work on merges for IND and ORG at the same time and easily identify them in the duplicates list
-Last Gift Amount would also be a helpful criteria to include along with the already existing Last Gift Date field
1 vote -
Unslecet Address and Phone updates
It would be helpful to unselect address and phone info to get around the duplicate phone type business rule that keeps records from being merged.
2 votes -
MergeOmatic should produce an excpetions report with IDs and Error descriptions
it would be nice to have and exceptions file with IDs and Errors to possibly fix Event or Phone issues and re-merge the records
2 votes -
Foreign characters
Please treat special characters, such as in the names André, François, Hélène and Zoë as if they were the English language characters. I want the matches to score much higher than they currently are. Here are some of the characters: à, â, ç, è, é, ê, î, ï, ô, ù, û, ä, ë, ö, ü
6 votes -
Allow opening two constituents side by side
Sometimes (or oftentimes) you need to see more constituent information than is available on the main MOM screen, like constituent or gift attributes, address creation dates, etc.
Thus it would be really helpful if MOM let you open two constituent windows for side by side comparison.
17 votes -
Open constituent record after merge is complete
After two records are merged it is often desirable to open the the surviving record to make additional manual edits. It would be a big time saver to have MergeOmatic do this optionally as the final step of a merge process. For example, add a "right click" menu option like the existing "Merge into survivor..." that includes the open ... something like "Merge into survivor and open..."
5 votes
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