Classic Products
350 results found
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2 votes
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Add ability to import Membership Renewal Schedule Information
It would be nice to be able to import pieces of the actual membership record, such as how often to renew, the card status default, and membership dues for the category
2 votes -
Avoid Accidental Matching
Add the option to only allow selections by mouse and therefore ignore keyboard entries during an import.
With a dual monitor set-up, I often check and respond to emails while running an import. If I happen to hit enter in my email when a match-selection window pops up on the import, it will automatically select whatever was highlighted. This has caused some accidental matches.
2 votes -
Add ability to direct output files to a different location.
Currently if you use the option to create Output files those files are written to the same location specified as the default, or to the location specified in 'Exception Files:". It would be helpful if these different file types could be written to different locations.
2 votes -
Expand options for joint membership card status
Please expand the options for membership card status to be imported or updated as Printed or Not Printed. The primary adult’s membership card is always changed to Not Printed when processing a renewal. Also the spouse and other relationship joint membership cards are being added as new cards and set to Not Printed, even though those cards already exist on the membership. We need all cards added and automatically set to Not Printed only if it’s a new membership. And we need to option to add new cards only if they do not exist and as Not Printed, but leave…
2 votes -
I was importing an email for a nonconstituent spouse and the email was not imported. Is there a way to capture this for the spouse?
I was importing a record with an email for a nonconstituent spouse and the email was not imported. Is there a way to capture this data for the spouse without overwriting the constituent's record?
2 votes -
Allow clients to point more than one csv file to one IOM profile during import process
When using other products like Sphere, the Sphere reporting is limited and may require clients to use mutiple data files (csvs) to build a single csv for IOM. It would be nice if IOM would allow clients to point more than 1 csv file to one IOM profile.
2 votes -
Dynamic dictionaries based on queries
Although ImportOmatic allows for record matching based on things like constituents IDs and Import IDs, sometimes it is useful to match on the an arbitrary value (e.g. within an attribute).
To get around this, we currently have a workflow which involves running and exporting a query, then copying the output into a dictionary. (In fact, we do this twice: once to match an attribute to a constituent import ID and once to match an attribute to a pledge import ID).
This whole process would be a lot smoother if dictionaries could be configured to pull directly from queries.
2 votes -
Warn when "copy field" is selected, but no seed has been specified
When working in the virtual field section, it doesn't make sense to specify that a value should be copied from another field without stating which field the value should be copied from.
Since all users are idiots (myself included), it might be quite useful if IOM flashed up a quick warning when "copy field" is selected as the function, without a corresponding value in the seed column.
2 votes -
LinkedIn Connector (Bug Fix)
The LinkedIn Connector for AppOmatic has a bug when trying to log in with your LinkedIn credentials. It pushes out the error "Error logging in to LinkedIn. Please check your credentials and try again." though the credentials entered are correct.
2 votes -
Allow Fund Relationships to be deleted
Blackbaud provides almost nothing to allow mass updates or deletes of Fund Relationships. ImportOmatic is our only hope. I hope this is possible. Please provide a way to delete Fund Relationships. I'm not fussy on how you implement this. I could either send you all of the fields on a fund relationship (fund ID, relationship, reciprical, date from, date to) or only the fund relationship import ID. We have several thousand fund relationships created in error an they need to be deleted, but our only option is to delete them manually.
2 votes -
system record id
IOM should be able to match Constituents by System Record ID.
2 votes -
Remove non-visible characters from addresses when doing a comparison
Currently, if an address record in Raisers Edge contains non-visible characters (or blank lines), this causes Import-O-Matic to calculate a low similarity score, (and therefore causes the advanced address processing screen to be displayed), even though in reality the address on the import file and the one stored in Raisers Edge are identical.
2 votes -
Allow List Management to show spousal links to constituent records
We'd like to use LM as an exclusion tool--to show us when a patient about to be solicited by phone may be a spouse of a board member or employee or, worst of all, someone at that phone number who is already asked for no contact.
2 votes -
View Profile Description during Import
In Import we see the ID of the Import profile and the File to import: Could we also see the Description of the Import profile as this has more information than just the ID.
2 votes -
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 -
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 -
event sponsor
It would be extremely helpful if you could import an event registrant as a sponsor - for instance, map to (this is an example) EvPrt101is_Sponsor
2 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
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