Classic Products
439 results found
-
List Management command line export
We have made good use of the IOM command line capability to schedule and automate some of our Import and List Management processes. We would like to propose that the command line capability be expanded to include the ability to export lists from List Management. The would allow us to send list out for mailings or wealth screenings automatically and on a regular schedule.
1 vote -
Import Magic Folder files to an action record.
Currently you can map files to be imported to Magic Folders on constituent and gift records. I'd like to be able to import files to action records.
1 vote -
Clear Committed Appeals or add an option to commit multiple appeals to the same records in SOM
Once appeals are committed in SOM, there is no way to clear the committed check mark and recommit appeals to the same records without either first removing the original appeal or re-running the SOM profile.
When working with list management non-constituent records, where it is not possible to globally change or delete appeals from records, the only option would be to re-run the profile. If I want to make sure the exact same group gets the appeal committed to their record, there is no way to do this within SOM.
1 vote -
Integration with Blackbaud's NetCommunity
for both importing gifts and the list management tool. we're using list management to help with different non-constituent email lists and it would be great if we could see if some of the non-constituents actually move over to be constituents either through a gift in NetC or and event RSVP.
7 votes -
Indicate Honor/Memorial in dupe match for Tribute imports
When doing a tribute import it would be very helpful to indicate on the dupe matching form whether a constituent is already an Honor/Memorial as it helps to narrow down results when you only know their name.
3 votes -
Allow you to choose which fields will be checked in the Bio Compare window (or only check if modifying existing)
I would love a way to stop Import-Omatic checking whether I want to import a date of birth, middle name etc. where none already exists.
It is helpful to know where this info differs from what we already have on Raiser’s Edge, but if it’s blank then I definitely want to just import it. I have one import which tends to have a lot of rows like this, and it’s also pretty big, so it can be quite time-consuming clicking through them.
It would be nice if we could customise this for each import profile in the settings.
7 votes -
Auto-populate dictionary export filename based on dictionary name
When exporting a dictionary, the filename should be automatically populated with the dictionary name.
For bonus points: if an import option is ever added, the dictionary name should auto populate from the filename.
1 vote -
Remove non-visible characters from addresses when doing a comparison
Currently, if an address record in Raisers Edge contains non-visible characters (or blank lines), this causes Import-O-Matic to calculate a low similarity score, (and therefore causes the advanced address processing screen to be displayed), even though in reality the address on the import file and the one stored in Raisers Edge are identical.
2 votes -
Update dictionary table entries
Ability to update the dictionaries with newly added table entries. Currently the dictionaries do not automatically update the table entries.
51 votes -
Execute ImportOmatic programatically (eg from .NET code)
I realise we can use .NET code to execute IOM.exe (effectively simulating executing it from the command-line), but what would be even better would be to provide a proper .NET-based API for executing an ImportOmatic import profile. This would provide a much stronger automation option than either scheduling IOM.exe or executing it as a separate process - the calling .NET code would control when / how / with what parameters the import was executed, and could receive notification of the results either as a return value from the invoked method, or via the standard .NET exception mechanism - much better…
3 votes -
Upgrade Debug Mode for API
I would like to have a better debugging environment for the IOM API. I really like the IOM API as it is very powerful - if you know what you are doing. I am still a beginning programmer and debugging code in the IOM API can sometimes be a pain. (I do know about the Test Code function). I would love to have the ability to debug the CODE line by line like you can do in Visual Studio etc. So I can observe the values of variables as they change in during runtime. Right now I am using msgboxes…
1 vote -
Append data into a the notes field of a pre existing Notepad record.
Currently IOM is only able to append data to an education note on an education relationship in RE. Can't see why this functionality cannot be used on all notepad types.
7 votes -
Provide better feedback when executed via the command line
When executed from the command line, ImportOmatic doesn't provide a great deal of feedback directly on the command line itself, instead relying on writing any error information to the "Error" file. What would be even better would be if error information was written out to the command line as well, so that if you get immediate feedback on the error. Not sure if this is by design (perhaps to prevent disclosure of potentially sensitive information on the command line), but in particular when executing IOM.exe programmatically, feedback on the command-line would be much more useful than having to search for…
1 voteYou can set IOM to email you the completion status, which includes any errors.
-
IOM API function for RG amendment
It would be great to have an IOM API beforeSave and afterSave function for RG amendment
1 vote -
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 -
25 votes
-
Allow List Management to show spousal links to constituent records
We'd like to use LM as an exclusion tool--to show us when a patient about to be solicited by phone may be a spouse of a board member or employee or, worst of all, someone at that phone number who is already asked for no contact.
2 votes -
Match fund relationships on Fund and Relationship
We have some funds where the same person has two different relationships with a fund. When importing Fund Relationships is would be nice if there was an additional matching option; one that would look for a fund relationship for a constituent that had the same fund ID and the same relationship type.
1 vote -
View Profile Description during Import
In Import we see the ID of the Import profile and the File to import: Could we also see the Description of the Import profile as this has more information than just the ID.
2 votes -
Update existing Ratings using the import ID
It would be very helpful to make this available to allow updaing the source value. We find duplicate ratings and need to change the source value to a different value. Using the import Id allows us to identify the exact record to update. We cannot rely on matching using the source and category.
3 votes
- Don't see your idea?