Classic Products
438 results found
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Scoring Deductions
Please add scoring deductions for different:
* Spouse Names
* Email Addresses10 votes -
Please add an option to control the type of matches to view.
When viewing the list of possible duplicates please add an option to control the type of matches to view. Choose between matches of full constituents to other full constituents; full constituents to non-constituents and/or non-constituents to other non-constituents.
5 votes -
Not Exact Address - PO Boxes
I'm getting many possible matches because the name is a common one and they have an address with a PO Box. It seems that having the similar text "PO Box" or "Box" is making them appear to be similar addresses when in fact the Box # is different and they are not similar addresses at all. Can you please adjust your address matching algorithm so that addresses with key words like "PO Box" score lower.
1 vote -
Add Membership information in the Review Possible Duplicates window.
We want the record with the most recent membership to be the surviving record. If a membership is purchased as a gift, the constituent won't have a gift record so the "Last Gift Date" column is not a reliable indicator of when the constituents most recent membership expires.
I've adjusted the survivor scoring to give "Membership Transaction - Added Last" a lot of weight, but it would be so reassuring to be able to double check memberships on duplicates without having to open the records.
It'd be great if the columns in the Review window could include the fields:
Current…2 votes -
Customize CSV header/data row separators for Data File Export Connector
When exporting data meant for iModules Encompass using the Data File Export connector, their platform apparently cannot read the CSV produced by IOM because the header row fields are separated by quotes. They need the header to be separated by commas only with no quotes. The data fields still need to be separated by commas and quotes.
This could be generalized to customizing how both header and fields output.
1 vote -
Add a scoring deduction for deceased records
I want to reduce the score when one record is deceased, but the other isn't. Right now the only way to avoid deceased records is by an exclusion query - but it takes too long to load such a large exclusion query.
4 votes -
Have a connector to Bidpal
Have a connector to Bidpal
1 vote -
Update monetary heirarchy terms to match Raiser's Edge terminology
Examples: Change "Highest" to "Greatest" and Change "Last" to "Latest"
2 votes -
1 vote
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1 vote
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MergeOmatic
Find duplicates for Tributes who may have no address by searching individual relationships. My database contains a ton of duplicates that I found manually by comparing the names & address of relationships.
If you find matches then merge I would like an option to merge relationships and tributes (of the same type)
2 votes -
2 votes
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Allow custom SQL database queries in segmentation
When creating query hierarchies, allow the user to choose either Raiser's Edge queries (as they can now) or create their own custom queries using SQL. The user-defined SQL query would always start with "SELECT ID from Records WHERE" and the user would be able to finish the query.
1 vote -
Add a connector to Madmimi
Create an email connector for Madmimi!
1 vote -
Create a connector for Senior Systems
To further support independent school clients, a connector would be super! http://www.senior-systems.com
1 vote -
Build a Connector to Banner
Many educational institutions use Banner as their Student information system. Getting a connection from Banner to The Raiser's Edge is something I think many higher education institutions would be in favor of, including ours.
1 vote -
Connector for Magento ecommerce platform
We have a "gift shop" online via the Magento ecommerce platform. We currently download and import those files using ImportOmatic. It would be great if there was a connector that did this for us automatically.
1 vote -
Grant the ability to import DCF ('Data Capture Form') advocacy activities from Engaging Networks to RE via the connector
A ‘data capture’ action is used when you want to collect information from your supporters, for example a survey.
They are different from petitions in that they are not used for campaigning purposes and so won’t be recorded in the advocacy reports. However the process of making them is exactly the same as petitions.
Links below with more info: https://docs.google.com/spreadsheets/d/1UiErSnraClI7d5Jy1zQRZK614_RXiF0xOTKtiSKnnbA/edit#gid=2088896580
https://www.engagingnetworks.support/knowledge-base/data-capture-step-by-step/
https://www.engagingnetworks.support/knowledge-base/public-data-services-using-a-token/
0 votes
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