Classic Products
438 results found
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1 vote
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Have an API Connector for OneCause
We would love to see a cloud based connector for OneCause. This would facilitate us getting our event gifts in quickly and easily. We've moved some of our events there from Luminate, and would love to know if this will ever be in the works.
4 votes -
Have a search function within all aspects of IOM (Dictionaries, inside Profiles, among all profiles, etc.)
As the number of import profiles and dictionaries has grown, it would be great to be able to search which profiles contain certain fields mapped or which dictionaries are used in which profiles. Also, within a specific import profile, it would be great to search for a specific mapped field to know if you've already mapped to a specific field and find where it has been applied quicker and easier. This would help manage our dictionaries and profiles better as our RE coding change and we need to update all relevant profiles, etc.
9 votes -
Tag a record for follow-up
During an import, there are records that I want to go back to after the import is completed. Instead of "Send Row to Exceptions", I'd rather have a "Flag Record for Follow-up" button. This could either add an attribute for me to search on, or could add the tagged records to a separate query.
1 vote -
Notes about the profile
The description gives a brief description. We could do with a notes field to record more bespoke information about the profile. This could include changes need to import file before running import or any detailed information about the profile. We currently do this outside of ImportOmatic
2 votes -
Add the ability to import multiple Gifts with 1 profile
We have a .CSV file which splits Gifts out Merchandise Sales from Donations in different columns. It would be great if we could use the #number to add more than one gift on a single import. Then we could then assign a different Fund and an Appeal to each gift. At the moment we manually do this by creating separate spreadsheets and the use more than one profile, even though it arrives in one spreadsheet. Painful!
2 votes -
Auto-Save Functionality in Profiles
Please!!!!!
5 votes -
To have additional matching educational relationships when importing degreed records
We have a scenario where a constituent received two BS or two MS degrees from the same School/College Name on the same Graduation Date but for two different majors. We want these degrees to be imported into Raiser's Edge as two individual degreed records. With the current available options, we could only base on the option of matching "School Name, Degree and Graduation Date". However, with this option, ImportOmatic creates only one single degreed record with two different majors in Raiser's Edge. It will be very helpful if Omatic can add another option for matching "School Name, Degree, Graduation Date,…
1 vote -
benefit note
Add an import field for Benefits Notes. We use this field for text to include on tax receipts explaining the benefits received. This is especially useful since the total benefits given cannot be greater than the gift amount, which is complicated for auction purchases.
4 votes -
Allow duplicate Organisational Relationships without them being non-constituent
Raiser's Edge allows manual addition of relationships between the same constituents, with the same relationship and reciprocal types; this is useful for when people move within the same organisation as employees but have different positions. However, Importomatic does not allow this, either letting you import with a non-constituent as the link, or overwriting what it assumes is duplications.
https://iom.uservoice.com/forums/18118-importomatic/suggestions/4960907-duplicate-search-matching-results-add-add-as-new suggested a similar solution - I recently had to import historical data for student association memberships linking alumni to the organisation (so you can view the relationship from either side) with each cohort being recorded separately as the council is dissolved…
2 votes -
Is there a way to enter Corporation individual relationships into the event so we don't have to individually type each person in as a guest
I am wondering if there is a way to enter corporation individual relationships into eventomatic, we are not inviting the corporation we are essentially inviting the individuals that work for the company. Other wise I have to individually type each person in as a guest, when they are already in RE.
1 vote -
Right-click on Dictionary from within profile to edit dictionary
When creating a profile and adding a dictionary, it would be good to be able to right-click on a dictionary and be able to Edit / View the contents without having to exit the profile and go to Dictionaries. This would would be much more efficient
1 vote -
Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"
When IOM throws an exception, it is a pain to go back and edit a file then run a re-import process for something small like a mis-typed zip code. More critically, the new error that ignores an import line if there are over 100 matches is particularly frustrating because it forces the user to use less complex matching options (bad when importing/matching lots of records), or have to spend lots of time after the import manually making entries for records that have too many false matches. It would be better to allow the user the option to manually search for…
7 votes -
1 vote
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Updates to functionality for Mac users
Unable to remove dictionary options or use Find O'Matic in connection with List Management using an Apple computer.
1 vote -
Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria
An added option to create an exception if a constituent record exists in the VIP query would be incredibly useful - especially when trying to avoid processing certain constituents (ex. Board Members) based on information that is in RE, but not in the incoming import data.
2 votes -
2 votes
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Possibility in a profile not to overwrite addresses if they have a certain source - such as AddressFinder
We have a large amount of education data and we don't want to overwrite our addresses if the source is AddressFinder (or any specific source) with an older address from their student application. Currently this is unavailable as a standard function in IOM and has to be done through a customization at a cost.
1 vote -
Include phone and email info in the notepade record of the merge
MergeOmatic keeps a nice record of the incoming merge data in the surviving record by creating a notepad record of the non-surviving record data. The record is very detailed (almost every constituent field is records) but surprisingly it omits phone and email information. This would be a valuable addition.
5 votes -
Ability to Update Consent Fields
We would love to be able to update the fields in the consent section of RE via import. Attributes are a workaround but we would like to update consent when that becomes an option.
3 votes
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