Classic Products
438 results found
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Only add Consent if doesn't already exist
When importing Consent, ImportOmatic should only add a new Consent record if one doesn't already exist for the Channel, Category and Response. If it does already exist, but Response has changed, add End Date to existing then add new record for the new Response.
1 vote -
add the ability to edit/remove alias name
In RE there is an alias system id assigned to each alias. The field is available in a query, but not in export. It would be nice if that unique id could be used to update or remove an alias name.
1 vote -
Only show Profile Alias, instead of 1st Alias on Constituent Record
Currently the import profile shows the constituents first Alias, when it should only show the Alias selected in the profile. For example, if I have selected "Luminate ID" that the profile should use for matching, then it should only show the Luminate ID on the matching screen for the Alias. The user has to open the LO record and view Alias' to determine if record has a Luminate ID already.
1 vote -
List Management Delete List performance
Deleting a list in LM takes quite some time. To delete 3 lists, I need 35 minutes. Is there any possibility to increase this performance?
(ref support ticket 27965)1 vote -
Addresses for new records - add Date From date = system date
As new addresses are imported for new records, the Date From should be populated with the system date.
2 votes -
2 votes
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Add the ability to update volunteer timesheets
We sync Raiser's Edge with VolunteerHub. Timesheets that sync from VH are incomplete and we'd love to use ImportOmatic to fill them in! Currently Omatic only allows adding of new timesheets, but not updating existing ones. Hoping your programmers might add that little importID field!
1 vote -
1 vote
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Add consent records on relationships
It's not possible to add consent records to relationships. Where the relationships are full constituents, it ought to be enabled. Without this feature, we have to make two passes and mess about creating unnecessary aliases to make sure the consent records get added to the right constituent.
1 vote -
After an import, prompt us to import the exceptions
After we've finished an import, we will often immediately import the exceptions. Perhaps "Skip rows" was checked, and now we want to import the exceptions with it unchecked. Or perhaps we want to import with "Review incoming data" checked.
It can take quite a lot of clicks to locate the right exceptions file. It would be so much easier if IoM prompted us to import it.
1 vote -
Allow supervisors to disable "Validation Mode"
Unfettered use of validation mode can cause judge problems. Because it's designed for testing purposes, in most instances it should only be available to users who have Configuration security rights. Failing that, supervisors should be able to disable this mode for certain users.
1 vote -
Add attendee answers custom questions to Classy imports
In one of our Classy campaigns, we have a series of custom questions and "purchase" options for donors. However, if a donor selects more than one option at a time, we do not get all of the information provided (through the API).We would like to bring in this attendee information.
5 votes -
Add the ability to "Process Split Gifts" when using the Event Attendee Connector
Within the "Gifts" portion of the O-Matic Event profile, make the Process Split Gifts" checkbox an option when setting up the profile. Currently when a donor makes one transaction through Luminiate, but split their gift between multiple event units, there is no way to enter the gift as one transaction. The gift must be entered as multiple gifts in Raiser's Edge. This issue has implications on gift entry and donor acknowledgement procedures.
1 vote -
Create PremiumOmatic
RENXT doesn't support premiums (gifts tied to a transaction such as a DVD). There is a need for non-profits to have a product that can manage premium data:
- Store premium data (premium code, name, fmv, cost, min pledge, etc)
- Use stored data to apply to transactions (gift code look up to add details on the transaction; check inventory restrictions)
- Use reporting to manage inventory and shipping capabilities (mark a premium as shipped, add ship date, tracking number, etc)
Can Omatic create a product that can manage all if not most of these needs?
5 votes -
Link to Omatic Data Service status page from ImportOMatic plugin
If we run out of ODS hits during an import, the rest of the import goes to exceptions. We need a way to check the number of ODS lookups remaining. Can you add the ODS status page to the IOM plugin?
1 vote -
Link to Omatic Data Service status page from ImportOMatic plugin
If we run out of ODS hits during an import, the rest of the import goes to exceptions. We need a way to check the number of ODS lookups remaining. Can you add the ODS status page to the IOM plugin?
0 votes -
Show last updated dates for addresses
When comparing two records to determine which should be the survivor, it's often very useful to compare when the address of each record was last updated. This is especially true if the records have matched on phone number/email address, and the addresses are quite different.
Currently, the only way to do this is to open each record, open the address, and check File/Properties. This is very time-consuming. It would be far easier if the pop-up comparison showed the dates the addresses were last created/updated.
1 vote -
account notes
Add possibility to import Account Notes to the bank/financial relationships. Currently this information is available in TRE, but IOM is not able to import this information.
15 votes -
Option to Stop the Import at any point
Hi. I wish there was an option to stop or abort the Importomatic import at any time and on any pop-up window during the import process. Currently I can only press Escape (ESC) button on the duplicate matching pop up window or I can press the X button on the import process window to cancel the import. When any of the other pop up windows are showing during the import process, for example the “Compare Bio Field Value Changes” pop up window, I cannot press ESC or press the X on the Import Process window to close the import.
I…1 vote -
Luminate Connector - Overwrite Existing Data with Blank or Null
We have been using the Luminate Online Connector for about two years and have recently noticed that when we have a two line address in Luminate that is updated with a one line address, the second line of the address is not overwritten with a blank to make the address correct on export. Only the first line is overwritten and the second line remains. So if we have an address like Line 1: Number 35, Line 2: 123 Sesame Street, and it is updated by Line 1: 567 Cherry Tree Lane, the update in Luminate ends up being Line 1:…
3 votes
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