Classic Products
350 results found
-
advocacy issue
I would love to see Luminate Online Advocacy Issue related to an Advocacy Alert be available in the import profile. Would that field be available through the API?
1 vote -
Allow adding organization relationships that match on relationship and reciprocal
We want the ability to import a new organization relationship on an individual who has a pre-existing relationship to the organization with the same relationship and reciprocal values. Currently, Import-o-Matic matches to and modifies the pre-existing relationship - which happens even if option "Match organization relationships based on Always add new" is selected. We wish to import very similar relationships that differ only in the From/To date columns when compared to pre-existing relationships. Within options Constituents > Relationships > Organization > Organization Updates, how about adding a checkbox: "Create new relationship regardless of any pre-existing relationships"?
1 vote -
Allow importing Luminate Constituent Updates based on Last Modified By
Allow an import profile be created based on Luminate's Last Modified By field. Currently there is not a way to filter which constituent updates to import into Raiser's Edge. When exporting an LO Group Query from RE to LO, it updates the Last Modified Date and Last Modified By field on the constituent record, so then Importomatic will pick up these constituent updates to import into RE while no actual change happened on the constituent record. This can amount to thousands of unnecessary imports.
1 vote -
Findomatic should be able to search using First middle and last name
Hi. We can currently search fine just using a first name and last name. But whenever we type out the constituent's full name, including the middle name in the text, Findomatic has trouble and will not bring up the results for the individual. For example John Doe will show up fine. But John Michael Doe has trouble showing up in Findomatic, even if a record already exists for this individual.
I also wish Findomatic had an enhanced search type function like Regular RE has, where it can give results for related or similar items to the search text.1 vote -
Allow Access to RE Tribute Gift Acknowledged Field
Almost all fields for a tribute gift are available, but we can not access Acknowledge on the tribute itself while importing a gift.
1 vote -
Add consent to new records via defaults
Need to be able to add consent to new records only via defaults. Right now when I import my list the consent is being added every time a constituent comes through my list.
1 vote -
It would be super amazing if we could tell IOM to add matching gift pledges to specific gifts being imported.
When importing gifts with matching gift pledges into RE, we can either set up relationships to the organization that will be matching those gifts and set up for those constituents to automatically have the organization match every gift, in which case IOM/RE will conspire between them to add matching gifts to all of those records even if you close out of the matching gift window and do not save a matching gift pledge, so you end up with 0 dollar amount pledges, or you can import to a batch and then go in and individually add pledges to each gift.…
1 vote -
Make it so the "Retrieving Data from Luminate" box does not pop up over every other program
When running very long Luminate import, the box that says "Retrieving data from Luminate" pops up. Unfortunately, it pops up over other programs, and you can not move it, so it can be difficult to navigate around. If it could possibly only pop up in RE, and not over everything else, that would be amazing. It drives me bonkers.
1 vote -
ScoreOMatic - Projecting Donor Level for CY/FY Based on Recurring Gift Amount
It would be very cool if ScoreOmatic could score records and create a donor level calculation based on the number of installments projected within a date range. So if the recurring gift is $100/2 x month, then withing a 12-month period, thats $1200 and puts them at Visionaries Level or something like that.
1 vote -
Add reporting to Queryomatic
In Queryomatic it would be good to know how many queries have been deleted over time, along with other information helpful for reporting.
1 vote -
Add Accounting Code to LO Sustainer Gifts profile
Allow this field to imported through the profile.
1 vote -
MailOmatic for Accounting - Invoice List misleading
We noticed the mail merge option {%INVOICE_LIST%} column heading is confusing. We have an invoice to be paid in installments, but the Amount Paid column showing the total invoice amount paid shows the full amount of the invoice when we actually just made the first of two payments. (see attachment)
1 vote -
Prenote Mail Merge PRIMARY CONTACT ADDRESS wrong
From a users perspective, the PRIMARY CONTACT ADDRESS should be talking about the organization's address, however you have this pulling in the EFT bank address. Why is it called the Primary Contact Address then and not the Bank Address. Incidentally, we have no use for the bank address and cannot address our prenote template with anything other than the organization name because you don't offer the contact address as a mail merge option. Because we deal with many chapters and affiliates or a larger organization, it is vital for us to specify the organization's address (e.g. American Red Cross). My…
1 vote -
MailOmatic Plugin bug previously fixed is back in version v1.1.1.15
When we uploaded to this new version we got the bug back that was previously fixed. After being in the plugin and closing, the enter and tab keys on our keyboards no longer work in FE, only the mouse clicks. If we exit FE and re-enter, it clears the problem but this is time consuming. Please figure out how to fix it again quickly. Thanks
1 vote -
Prenote email options
We need the ability to select the setting for the prenote emails like we do the regular setting EFT: For AP EFT notices use contact name and email from ----Vendor EFT Bank Contact. This automatically defaults to the Vendor Contact which is not where we are keeping the EFT specific contacts
1 vote -
Drive File Stream
We are a google campus. We utilize drive file stream which shows up as the G Drive for users in Windows explorer and directly connects to their own Google Drive folders or Team Drive folders. I wanted to create an exception file within the G Drive section so multiple people could run an import profile and the exceptions would go to the same area. But it does not see my G Drive at all. We are on-premise and use RDP to connect to the RE server on-campus. Is there any way to share a location for the exceptions file between…
1 vote -
Add the ability to change the Error.txt file to an excel file
Allow users to change the error file to excel for better filtering. Right now we have to put it in excel, write a code to parse out the error and then to text to data to separate and filter based on error type.
1 vote -
Visibility and some fuctionality to List Management Non-constituents in NXT
It would be great to have a more detailed/functional view, similar to Find-o-matic, in RE NXT. I did discover that anyone within List Management is viewable as a relationship, but there is very limited ability to add any information from NXT, such as notes/actions. We like to qualify people before bringing them into RE completely and there is not integration with NXT to provide this as of yet. I'm interested in helping test any ideas you may have to solve this issue if you decide to develop going forward.
1 vote -
When merging two records via Merge Review that more informative error messages get shown
At the moment the error messages are pretty generic when a merge fails.
1 vote -
Skip Row if Duplicate Gift Import ID
I would like to be able to use a function like Skip Row Exceptions to put certain error messages into different exception files, such as "Error in Split Gift: Import ID must be unique". If I get that error message I don't need to worry about it because it means the gift has already been imported - I would like to separate these errors from other errors that I need to correct.
1 vote
- Don't see your idea?