Allow you to choose which fields will be checked in the Bio Compare window (or only check if modifying existing)
I would love a way to stop Import-Omatic checking whether I want to import a date of birth, middle name etc. where none already exists.
It is helpful to know where this info differs from what we already have on Raiser’s Edge, but if it’s blank then I definitely want to just import it. I have one import which tends to have a lot of rows like this, and it’s also pretty big, so it can be quite time-consuming clicking through them.
It would be nice if we could customise this for each import profile in the settings.
Sophia Turner
shared this idea
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Alex Wong
commented
Yes, I would like to be able to see this too. My problem is spouse name, the import file MAY have the spouse name on the same field as the donor name, which I won't be able to see quickly if i can't see the current RE record's spouse name. I will have to click on the record and open the record to check, it is way too time consuming for large import.