Classic Products
350 results found
-
Add an import tool to update Percentages
it would be amazing to have a PostOmatic tool that would allow mass update of percentages. We don't use them and have many nulls, which means we can't update single lines in the G/L Distributions until they're fixed.
1 vote -
head of household
Add the ability to import Yes or No in the Head-of-household field when adding or updating individual relationships that are spouses
1 vote -
List Management import- Allow you to search for non-constituents in the Duplicate Search Matching Results window
Hi. When we are running an Importomatic List Management import with an excel file that contains non-constituents and full constituents, sometimes the Duplicate Search Matching Results window will popup. In this window there is a button that says "Search for a record". I heard this button was to be used if a result didn't populate in the window but you know they still might be in RE. When I click this button, it will allow you to search for full-constituents but not non-constituents. Can you please make it able to search for non-constituents as well? This would be helpful since…
1 vote -
List Managament Search- Need button to execute search not automatically start searching
Hi. In List Management there needs to be a button to execute a name search, and have it not automatically start searching.
We have 167,869 list management records (full constituent and non-constituent records). When we go to Search Lists and start entering a name in the search field, List Management will automatically start searching for the records. When it does this it freezes up the List Management system, and will not let us finish typing before searching. This slows everything down. If it would wait till we finish typing and then let us press a Search button to execute the…1 vote -
Remove 'date to' (make the date blank, empty) from organisation relation records and constituent codes date to.
I really need IOM to empty the 'To date' of constituent codes and organisation relationship records. In our organisation its common that employee, stopped working and aftersometime they start again.
I want to empty the date when they come working again. Why isn't possible to empty a date?1 vote -
add the ability to view membership expiration date when importing
To determine whether we have a match with a Raiser's Edge record we often have to drill down to see recent activity, such as Member expiration date.
1 vote -
Break relationship links automatically for Constituent imports when updating an individual address
The ability to break a relationship of an individual who share/link with a previous organization/ current organization when updating their address.
When an individual update his/her address to home or other and when import thru Omatic, it should automatically break link/share address. Presently, Omatic has done a work around but it will be helpful to have it done automatically.
1 vote -
To import organization using importOmatic
when using IOM to do imports, organizations get to destination as individual. it will be nice to have them arrive at destination as organization
1 vote -
LO Connector showing final count at beginning
Currently when you run the LO connector to RE the total number of records to import changes through out the import. It would easier for time management if you know the total amount of records you are importing from the beginning.
1 vote -
Option to keep the show inactive phones and emails checked at all times
I always want this box checked to allow reviewing of the data we have already received and marked inactive. I don't want to click it every time I open a new record to review.
1 vote -
Include Position in the available columns when viewing org relationship duplicate search
Include Position in the available columns when viewing org relationship duplicate search. This would allow me to see if I'm adding new data or if it's the same.
1 vote -
Be able to utilize the Address Similarity feature when it matches address line, city, state
We have to look at every address because even if it matches completely, except the zip compared to zip+4. The files we get from university only have the zip and so it thinks it doesn't match when address is exactly the same. We also have country blank in RE if it is United States so we don't have to delete when running mail lists every time. The address similarity does not like when this doesn't match either.
1 vote -
In Merge o Matic, there should be a way to "bulk" mark records as Not A Duplicate
While reviewing records in Merge of Matic, you should be also able to "Bulk" mark records as Not A Duplicate.
1 vote -
Ability to easily change appeal/package coding in List Management if you chose the wrong one.
Thank you for contacting Omatic Software Support!
If these are full records, you may be able to use global change to complete a mass change of all of the records.
If these are list records it will be a manual one by one process to correct them.This is a great suggestion that could be made there for why including the ability to mass edit list records should be incorporated. Our development team relies on these suggestions and ideas for product improvement from our users. I encourage you to add your ideas there, it is greatly appreciated!
Best,
Alisa Singletearry,…
1 vote -
Output Most Recent Appeal
When choosing this option "Output most recent appeal" when exporting from List Management, it would be good to be able to export the "Response" "Comment" and "Date" field to find out when they were last contacted which may determine their next contact date.
Pretty Please!!!1 vote -
Ability to link existing participant as guest of another participant in an Event record
It would be good if you can link participants as guest of other participants in an Event. I have just imported a list of all participants and need to put in the 'guest of' information. It does not look like import-o-matic has this function. I will probably have to delete all the guest and then put them onto the participant's record manually.
1 vote -
Duplicate Search Matching Results - Correctly Display Fuzzy Birth Dates
When importing and the Duplicate Search Matching Results window appears with possible matches, the Birth Date field should correctly display fuzzy dates, both from the import data and the potential matches in Raiser's Edge.
Currently, if the import data has "8/6" in the birth date column, the DSMR incorrectly displays it at "8/2006".
The DSMR should correctly display month/day birth dates, as does RE 7.93+ : https://kb.blackbaud.com/articles/Article/41804
1 vote -
Ability to move the configurations up or down
It would be nice to be able to move the configurations up or down so that we can keep ones that are in the same field together.
1 vote -
1 vote
-
Never replace First Name with an Initial
Please make it an option that if the importing data has an initial and it matches the initial of the first name (or middle name) in RE then DON'T bring up the Compare Bio Field Value Change and ask if it should be updated.
1 vote
- Don't see your idea?