Classic Products
438 results found
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Allow importing of batch description inside an import file or allow scripting to define batch description
We have a naming convention for batch description where the date is the first and then the description. However, in IOM you must append the date on the end. This request is to allow either a scripting option to set batch description, or to allow it to be set inside an import file.
2 votes -
Change the format of the email which is sent upon completion of import
The email which is sent when an import completes has the same subject line for every email "File Import Complete". This is not is helpful when scanning your emails. It would more helpful if the template name (profile processed) was contained in the subject line along with some indicator specifying whether the import processed without errors or not. For example:
Subject: IOM Lockbox Import File Completed 139 rows added/updated 0 constituents and 139 gifts.
1 voteGood call Zackary, we’ll see if we can get this in!
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move dictionary entries up and down
Since dictionaries are processed from top to bottom it would be great to be able to reorganized them (not just alphabetically). I would like to keep some generic matches at the bottom of the list so that they are only processed if all of the other matches fail.
5 votes -
Ability to create a Import ID file with Proposal ID
IOM has the ability to make Import ID files for the majority of record types. It would be nice to have the ability to export the Proposal ID when importing so that you can link the Proposals to Actions.
2 votes -
See gift history from Membership Import screen
I would love to be able to see a full record when importing gifts and memberships from within the membership import screen. Right now we can see a record, but no gifts or membership information, and that is really useful to be able to see. That or be able to switch out of IOM into RE to see a full record, without opening a new seat on RE.
2 votes -
1 vote
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view phone fields in advanced address processing
need to compare current phones to new without opening address during advanced processing
1 vote -
Include RE aliases as part of the duplicate criteria
We have a number of aliases in RE such as 'Celebrity Name' and 'Professional Name' and it would be useful to use these to help identify duplicate records.
5 votes -
Improve the information in the pop-up after the import is complete.
The current contents of the pop-up only tell you total successfull and total exceptions. The results should indicate how many records were processed, how many resulted in an actual update (a change of some kind to a record) and how many resulted in no updates because all the incoming data already matched the data already on file so no update was needed.
4 votes -
Add Reset Button to Profile Configuration
When editing an IOM profile, add the functionality to reset the current configuration pane. Place Reset button oppsite Save and Cancel buttons.
Would reset to an "internal" defaults profile, in case the default changes with a existing feature reworking or a new feature is added which affects how a new profile is initially created.
2 votes -
event seating groups
add the ability to add/import event seating groups as part of an event participant import
4 votes -
3 votes
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Add birth date to auto-pick criteria
We have several imports that do not include a unique identifier. "Birth date" is included in these files so it would be very helpful to have this available. This additional criteria should include "First name, Last name, and Birth date".
7 votes -
Process joint memberships
The new membership processing feature is great, but needs more development on second cardholder processing: since the only option is to add ALL individual relationships as Joint Members, it creates a duplicate cardholder if the relationship is already a joint member, or adds an additional joint member even if it exceeds the maximum number of members allowed in the membership setup.
Ideally, the import process would first look at existing cardholders on the membership, and if the relationship already exists on the record and is already a joint member, ignore the relationship and update the settings on the joint member…
2 votes -
Offer option to only import "extra" address fields (info source, etc.) if completely new
If my import includes address fields including info source and IOM finds that address is already in RE - Don't change the info source on my existing address! (or at least give me the option to decide to do that or not)
Also if the address I am importing is in on a consituent but it is a former address and I am importing that address with a primary address flag (because someone gave me old data) do not take that old address and make it primary without prompting me. I'd consider that a significant change that I would like.
…
5 votes -
Allow n number of people to be assigned
We regularly have to limit our Appeals to n number of people.
We create Segments and assign Packages based on priority order and may have Packages unused or only partially filled.
In order to maximise utilisation we want to assign only a portion of a Segment to a Package. We currently do this by
selecting all of the Segment
Assign to all > Random
split the Segment between two Packages - one we want and one for dumping into (any of the Packages used for a sifferent Segment)
Unnasign from the dumping PackageIt would be good if there was…
1 vote -
Add the ability to archive bad/old phone numbers without creating a new phone number.
When updating a phone number or email address, if the new phone number is zero or the email address is blank, archive the existing phone number or email address without storing a new zero phone number or blank email address.
1 vote -
Please add major to fields to match educational relationships on.
I would like to see major as one of the fields that I am able to match on besides degree.
2 votes -
Merge RE:NXT data that is lost during RE merge functions.
Merge RE:NXT data that is currently lost during RE merge function.
1 vote -
Split Gift with 2 funds in same row
We have a file that comes with multiple fund designations for the same gift. The way our file comes is with the 2 funds and the amount to go to each fund all in the same row. It would be great if IOM could process gifts like this instead of having to have multiple rows.
6 votes
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