Classic Products
350 results found
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Process joint memberships
The new membership processing feature is great, but needs more development on second cardholder processing: since the only option is to add ALL individual relationships as Joint Members, it creates a duplicate cardholder if the relationship is already a joint member, or adds an additional joint member even if it exceeds the maximum number of members allowed in the membership setup.
Ideally, the import process would first look at existing cardholders on the membership, and if the relationship already exists on the record and is already a joint member, ignore the relationship and update the settings on the joint member…
2 votes -
Please add major to fields to match educational relationships on.
I would like to see major as one of the fields that I am able to match on besides degree.
2 votes -
2 votes
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Add the option to place a dummy column before ImportID in modified resultant CSV
We experience a bug when importing the resultant CSV file through Raiser's Edge import (we do this for event participants to match the constituent we imported through IOM). The leading ImportID column has special characters in front of it on the CSV side and does not automatically match up to the RE field called ImportID.
Blackbaud was able to reproduce this issue and told us a solution was for IOM to add a dummy column to the resulting CSV before ImportID since this bug only affects the first column in a UTF-8 file. This happens in RE 7.85, and it's…
2 votes -
Be able to add Recurring Gift Attributes to DD Payments
When importing DD recurring gift payments, it would be useful to also pick up and add gift attributes from the DD recurring gift set up.
1 vote -
GiveCampus: Adding Time Zone Selector
All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in
1 vote -
Set a default save location for exporting ImportOmatic profiles
We have only been using our profiles for a little while now, and we're still making minor updates to them - so I have been regularly making backups of them. Every time I export a profile to a JSON file, I have to navigate all the way back to my desired save location. It would be amazing to be able to set a default save location for profile export files.
1 vote -
Check addresses if they are shared
The biggest pain point when I do imports right now is address processing, specifically the lack of ability for IOM to detect whether or not an addressed is shared.
There's a lot of constituents that are linked to org records and have the shared business address as their preferred address. It would be great if I can skip over a record if an address is shared so it can be processed manually. Or have any option to check if an address is shared, do x-y-z. Right now I have the profile set up so that the address processing form pops…
1 vote -
Luminate Connector - Group Update -- Attributes in RE
Every group update coming into RE from Luminate is added as its own individual attribute. It would be so much cleaner if the connector would make one attribute category for Group Updates and then use the description field to delineate the various groups. There are only a few attributes viewable within RENXT and the Group Updates attribute process is mucking it all up. ;) Thanks!!!
1 vote -
Make import errors succint and meaningful
I should be able to glance at my errors file to know what the errors are, but that isn't possible because errors are embedded within a matrix of additional characters, like this:
"ImportOM.CImport.#=qHCvmi4yKU3h72m95Fq3A==(Int32 #=qESIR8RSK4nFcxXlmotMK3g==, CFieldDefaultServer #=qPG1vt7y6pju1ncFErw$tHA==, Int32 #=q9045qYcqGZ4AtwaHC4NjHg==, Int32 #=quj$9R2qbHcVM7uzv7UkZQ==, Int32 #=qvs5cejVTUixwy2BZktbeow==, IBBConstitUIHelper #=q28JqKq8pvpX3nEY00XcKQ==, String #=qSSAeUG48AJCg8yolrFJxQ==, Int32& #=qo5A9puDpIuFz8GCMTpAy1biys68B1ou7USyekMTiFOI=, StreamWriter& #=qzEQCYoqDveT3tdPic1i7w==, St"
It would be nice to be able to quickly and accurately map my errors file to my exceptions file, without bringing in another 3rd party tool.
1 vote -
IOM Address Processing: Duplicate Criteria: Turn off Zip+4
We would love to be able to have a checkbox that allows us to match duplicate addresses based off of 5-Digit Zip Code VS. Zip +4 (maybe even in the "Go Faster" Options
1 vote -
The ability to update an link existing spouse addresses.
I know that you can select the option to link NEW Spouse addresses during import - but I need the same thing to happen when I am updating existing Spouse addresses. In other words import a spreadsheet with both Main ID and Spouse address data and tell IOM to not only copy the address from the Main record to the spouse but also link them. It is such a common problem in RE where this needs to be cleaned up to make sure they both have the same address and are linked to keep them the same for the future.…
1 vote -
1 vote
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Add ability to export from the grid in List Management
Would love the ability to export information from the grid in List Management - specifically the column showing which lists a record lives in if multiple lists, and the column showing the number of lists someone appears in.
1 vote -
Fix Bug with RE Exports
I am wanting to use RE Exports for Export profiles in IOM, but it doesn't like it when you want to add/remove columns in the Export and then try to refresh the profile mapping.It causes an error.
Steps to follow:
1) Create Export Profile that uses RE Export.
2) Modify RE Export to add a column.
3) Go back to Export Profile, and refresh the source using RE Export > Match existing fields by name. And you get this error:
"There was an error showing the source configuration: Object Reference not set to an instance of an object"No updates…
1 vote -
Add annotation (alert) to a number of records
There are a number of occasions when we want to add an annotation (or Alert in webview) to a large number of records. We would also want to be able to select the "Display Annotation Automatically" checkbox.
1 vote -
Match on notepad type
Match on existing notepad type. If a note with a specific notepad type is already existing on a constituent, do not add it again.
1 vote -
Allow functionality to import discounts that apply to event registration fees
We are setting up a new website and will be able to apply discounts to ticket prices as incentives to get supporters to sign up. We will be importing all of the supporter information from the website into RE NXT via importomatic, but there is not currently any mapping for the discount fields in the events module.
1 vote -
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
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