Classic Products
350 results found
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First Name and Middle Name combined into First Name should be a higher match value
I have noticed that if I have a record in RE with the first name and middle name combined in the first name field but my importing record has them as separate fields (or vice versa) that the duplicate match score is lower than I would think it should be. Please increase the duplicate match score for these records.
1 vote -
Provide some real time tech support. So much time wasted trying to trouble-shoot without a live person who has technical expertise.
The user guide does not provide much help when trying to trouble-shoot an issue. Frustrating to have to wait 48 hours to get a question answered.
1 vote -
Update your eLearning videos.
New user and just reviewed many of the eLearning videos. Several are using an older version of Importomatic so I'm left to guess if the functionality and procedures are the same on my newly purchased product. Some of the newer videos have poor screen resolution so it's impossible to see what the instructor is pointing to or typing (compared to some of the older ones that are clear plus the instructor zooms in on some of the windows in which he was demonstrating). One of them had very low volume-- at max, it was still not loud enough using my…
1 vote -
Include Maiden Name in Duplicate SEarch
Please create an individual duplicate criteria of first name and maiden name. I am getting duplicates for constituents who use both last names interchangeably.
1 vote -
In Profile Configuration, Dates should display in Regional, not U.S.A. Format.
In version 3.3.2.0, the Profile Date columns (Created, Modified, Last Run) are displaying in m/d/yyyy format.
It would be preferred to display in the appropriate Region format for the local computer.
It is confusing for people who don't normally use month first.1 vote -
Only do side by side comparison if there is a change in text, not if text is replacing a blank
I would like an option when you choose the side by side comparison to only come up if there is a change from what is already in there. If it is blank and we have data coming in, I don't want to have to choose and check the box for it to come in.
1 vote -
Have "Not exact organization name" on the similarity score deduction list
We should have an option to lower the deduction score in situations when we have two organizations with the same address but different names.
1 vote -
Promotion of non-constituents should be optional when using gift FindOmatic with Gift Barcode in batch entry.
When FindOmatic is configured to be used with gift barcode in gift batch entry, non-constituents are automatically promoted to full constituents, even when the option to never promote relationships is selected. This is especially problematic when the only match is a non-constituent and is then immediately inserted into the batch and promoted without any warning.
I understand that this is an intentional part of the design, but I believe the user should be able to control this feature. This issue has resulted in numerous records being created that should not exist.
1 vote -
Update Address 'Date From' without import entire address
Be able to update address fields as Date From, Date To, or Preferred without having to import the entire address (Address 1, City, State, Zip). There are times importing the entire address is not needed only updating other parts as Date From to the current import date.
1 vote -
When matching on a spouse record the solicit code does not get imported on constiuent record
When matching on a spouse record we would like the solicit code imported to the constituent record. We would also like to "share" the spouse's email.
1 vote -
Allow gift attributes data to be imported when importing new gift data via ImportOmatic
This would be very helpful for us to automate our gifts' memorial data, which is captured as a gift attribute.
1 vote -
1 vote
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Allow non-constituents to be promoted when relationship is matched by alias
The non-constituent is matched on alias and the relationship is updated only. No exceptions are produced for these relationships that don't get promoted to full constituents, so all of these records have to be located and manually entered because they are not being promoted like spouses currently do.
Using Findomatic helps locate the non-constituent records, but it doesn't actually show where the relationship is located. If I want to find the record the relationship is attached to, this doesn't help much.
1 vote -
Ability to edit dictionary when processing stops for user confirmation
When importing large quantities of data - Just Giving etc. - processing will stop for you to update address where needed. Sometimes it is for the smallest of changes that are usually are covered by dictionaries. However, you can only update the dictionaries after processing - meaning you have to click Ignore many times until you reach end of file import. Surely, as the process has stopped anyway, we could have a button to edit / update a dictionary and then continue the import.
1 vote -
Not allow gifts with wrong dates
I have noticed that sometimes we have gifts that have been entered with the year 1900 ! This is likely that the spreadsheet was wrong but can't importomatic place date business rules - Do Not Allow Gifts Dated before 01/01/2000 or something like this?
1 vote -
Allow Relationship Type and Reciprocal Type to Be Different
Currently the configuration settings for "spouse grouping" only allow the relationship type between people to be the same, like "spouse and spouse." It would be great if you could name one group one type, and the other group a different type, like mothers and daughters, and fathers and daughters. This would better handle family relationships and save time from doing global changes in RE to assign the correct relationship types.
1 vote -
Include check boxes to select which updates we do/do not want to make.
It would be great to have the address update section work like the Title/First Name/Last Name/Gender/Salutation prompt, where you can check or uncheck which updates you want to make. Frequently a record comes in with a new phone or email address we want to update, but for one reason or another, we do not want to update the mailing address. Having a check box format would be more efficient than having to skip the record or make a manual edit to the record coming in Add with Edits.
1 vote -
help people add meaningful descriptions to dictionaries when creating them during training.
There is so much new to learn during training, especially with dictionaries. I had a problem with mine and when I went to check them I didn't know if I used long description or short ID and did I use appeal or name of event....everything is so similar - it was hard to tell what I used. If I had a better description it would have saved me some time in the trouble shooting and adding new entires.
1 vote -
Create ImportOmatic for LCRM (salesforce)
HI Guys, We love O-matic software for RE, but we're migrating to LCRM. Please consider developing an LCRM versiion!
1 vote -
Allow RG field Receipt Stack to RG AMendmend Field List
Add the field Receipt Stack to the possible fields that can be updated via IOM Import using RG Amendment.
1 vote
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