Classic Products
438 results found
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Ability to Change Existing Email Type to a Specified Type (i.e. Email 1, Email 2, Email 3)
Either change the "add existing phone/email as attribute to: **" option to "Add existing email as email type: **" and let us choose the appropriate email type OR allow users to do the inverse of "assign to next available number" and put the option as "Add the new value as new with the type identified and change existing email type to next available number."
2 votes -
IOM Address Processing: Duplicate Criteria: Turn off Zip+4
We would love to be able to have a checkbox that allows us to match duplicate addresses based off of 5-Digit Zip Code VS. Zip +4 (maybe even in the "Go Faster" Options
1 vote -
Please allow mapping of Attribute Import IDs
Please allow mapping of Attribute Import IDs in Importomatic. Using a deterministic scheme for these is a great insurance policy for fixing imports gone awry as they're then easy to update or delete.
3 votes -
Add the card token field to Gift Amendments not just the main gift fields
We currently use card tokens and masked cards via ImportOmatic to setup Recurring Gifts.
However when it comes to updating the card on the gift the amendment option in importomatic only has Card Number and not the accompanying card token to make the amendment. Meaning although we can set up RGs with tokenised cards we can't change the card on an existing RG.
3 votes -
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 -
The ability to update an link existing spouse addresses.
I know that you can select the option to link NEW Spouse addresses during import - but I need the same thing to happen when I am updating existing Spouse addresses. In other words import a spreadsheet with both Main ID and Spouse address data and tell IOM to not only copy the address from the Main record to the spouse but also link them. It is such a common problem in RE where this needs to be cleaned up to make sure they both have the same address and are linked to keep them the same for the future.…
1 vote -
1 vote
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Add ability to export from the grid in List Management
Would love the ability to export information from the grid in List Management - specifically the column showing which lists a record lives in if multiple lists, and the column showing the number of lists someone appears in.
1 vote -
Allow adding Benefits to existing gifts via IOM import
Currently, IOM doesn't allow you to update gifts with an import. I understand this for the core data on a gift (amount, fund, etc), but I think there should be an ability to update the "Benefits" section of an existing gift.
2 votes -
Fix Bug with RE Exports
I am wanting to use RE Exports for Export profiles in IOM, but it doesn't like it when you want to add/remove columns in the Export and then try to refresh the profile mapping.It causes an error.
Steps to follow:
1) Create Export Profile that uses RE Export.
2) Modify RE Export to add a column.
3) Go back to Export Profile, and refresh the source using RE Export > Match existing fields by name. And you get this error:
"There was an error showing the source configuration: Object Reference not set to an instance of an object"No updates…
1 vote -
Add annotation (alert) to a number of records
There are a number of occasions when we want to add an annotation (or Alert in webview) to a large number of records. We would also want to be able to select the "Display Annotation Automatically" checkbox.
1 vote -
Add "Classy Mode %" and "Is Classy Mode" Fields to Import Profile
When importing transaction details from Classy to RE, it's important that service fee details (percentage rate and opt-in) are available to be added to the import profile.
If a client wants to track whether or not constituents opted to cover service fees and the percentage in service fees they covered in future RE reports, they are unable to do so because these import fields are unavailable.
2 votes -
Match on notepad type
Match on existing notepad type. If a note with a specific notepad type is already existing on a constituent, do not add it again.
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 -
Add on to comments during imports
When an import matches with an existing phone or email, add the possibility of having comments add to the end of existing comments instead of overwriting the comments completely.
2 votes -
Allow functionality to import discounts that apply to event registration fees
We are setting up a new website and will be able to apply discounts to ticket prices as incentives to get supporters to sign up. We will be importing all of the supporter information from the website into RE NXT via importomatic, but there is not currently any mapping for the discount fields in the events module.
1 vote -
Ability to remove date entries in Job Assignment records.
IOM has the ability to remove certain field entries using the ^ character in the import file. Please also add this functionality to the date fields in Job Assignment records (on Constituent records).
1 vote -
Allow filter and sort options for Emma IOM connector
There is currently no way to filter/sort by a campaign in the Emma IOM connector. As a result, we have a myriad of drafts, sent, and archived emails listed. The campaigns are not sorted in any way either, and as a result, a lot of time is spent searching for the appropriate campaign.
Filter/sort options would allow users to quickly and easily identify the campaign they'd like to import.
1 vote
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