Classic Products
350 results found
-
9 votes
-
Allow users (other than supervisors) to delete multiple records in List Management
Currently, only users with Supervisors rights are allowed to delete multiple records in List Management as a group. All other user rights levels are only able to delete one records at a time.
As many of the users who actually work in the product do not have supervisory rights, it seems inefficient to not allow them to delete multiple records in List Management, especially since they can delete individual rows one at a time.
8 votes -
phones/emails
I'd really like to be able to keep the ‘old’ email/phone but make it inactive when adding a new one (which would be the active one).
8 votes -
Add Receipt Stack as an import field for AU and NZ stamped database
The Receipt Stack field is a field that can be import using Administration - Import - Gift import type but this field is not an IOM import field, please add. Both AU and NZ stamped database utilise this field.
8 votes -
It would be great if there was an option to add Constituent ID to output files like it currently can add Import ID.
I would like to have the option to add Constituent ID to output files in the same way that you can currently add Import ID to output files.
8 votes -
Duplicate Search Matching Results-add "Add as New Record and Link as Relationship" button
In the "Duplicate Search Matching Results" window, we often see existing RE constituents who are related to the incoming record. There should be a button that lets us select an existing RE record, create a new RE record for the incoming record, and add the new record as a relationship to the existing record. This would be the "Add as New Record and Link as Relationship" button.
8 votes -
Default Sets for Relationships
Importing relationships is an important function of IOM. When building an import file containing relationships, however, there are fields populated with redundant information that could instead be better represented through the use of a default set. Fields such as Relationship, Reciprocal, Date From, Print Position?, Primary,? and Employee? generally do not differ and end up containing identical information.
Furthermore, since the content or meaning of these fields is usually understood to be obvious simply by their existence in the import file, the original data file most likely will not contain these fields. That the individual is Employee of their Employer…
8 votes -
Allow manual search for records that error or exception out. Especially in the case of those returning with 502 "over 100 records match"
When IOM throws an exception, it is a pain to go back and edit a file then run a re-import process for something small like a mis-typed zip code. More critically, the new error that ignores an import line if there are over 100 matches is particularly frustrating because it forces the user to use less complex matching options (bad when importing/matching lots of records), or have to spend lots of time after the import manually making entries for records that have too many false matches. It would be better to allow the user the option to manually search for…
7 votes -
allow process date in List Managment Tasks/ Workflows for adding a new attribute
Currently when adding a attribute using task sets and workflows the date is static. This should be able to have the process date so that task set does not have to be updated before applying.
7 votes -
Have the option to view if a constituent is head of household in the duplicate search results columns.
I would love to see a column where we could see if HoH is checked on a particular record during import.
7 votes -
Ability to ignore already existing constituency codes
The options for importing a constituency code that already exists are updating, adding new, or creating an exception. It would be great if there was a way to ignore the value so the date stays what it was originally. That way, we can preserve historical data.
7 votes -
Match to an existing email address on a constituent record and edit phone type for that specific email
Would like the ability to change the phone type and/or make a specific phone or email address inactive based on an import file of email addresses that we receive hard bounces for. Also, since the same email address could exist on multiple constituent records, would like for IOM to match to more than one constituent containing matching email address.
7 votes -
Automate the population of benefits on participant and gift records
Automate the population of benefits on participant records by pulling detail from Event record when adding registration fees through IOM process and on gifts when linking to a participant record which has benefits populated.
7 votes -
Import constituents and non-constituents as participants in one import.
Currently, you have to do two passes of your data to import participants if you have constituents and non-constituents mixed in the file. With events, you don't always know if someone is a full constituent so it would be nice if ImportOmatic could automatically identify these in one sweep, instead of having to use the exception file to do the import of full records. Thanks.
7 votes -
Automatically assign solicitors to gift based on profile solicitor type setting
Have a setting in IOM that allows automatic linking of a constituent solicitor to a gift based on the solicitor type.
ex. If we use "Gift Solicitor" as the solicitor type of constituent solicitors we want to automatically link to all gifts for that solicitor then I would choose that type from a list and check a box to "Automatically assign constituent solicitor to new gifts"
7 votes -
Change Duplicate Search Method
Please change the duplicate searching method to include non-constituent spouse and/OR non-constituent individual relationships. We import many children as non-constituent relationships and we are spending a lot of time matching them to a selected record. Instead of automatically matching to the record of the parent, IOM is trying to match to other constituents with the same name as the child. Please allow us to 'turn off' searching relationships and just have the duplicate search only constituent or spouse. Or have the option to choose spouse or relationships or both. Thank you!
7 votes -
allow resolution of exceptions during the Import.
During import of constituent information, if the value in the Business/Industry field is not in our RE Table, the entire row is discarded as an exception. It would be very helpful to be able to resolve that conflict by adding the correct Industry value at that point, and moving on, and not losing the importing of the correct data that was included in the row.
7 votes -
Offer a cancel / abort button on the duplicate screen
Although I have since found that pressing escape can cancel an ongoing import, it would be useful if the duplicate match screen offered a button which could terminate the import.
If users accidentally try to import the same file twice, repeatedly clicking "skip" can be very time consuming. Additionally, pressing "escape" is a non-visible solution that may not be obvious to less experienced users.
Perhaps this button could appear when two (or more) consecutive records have been skipped as duplicates?
7 votes -
Integration with Blackbaud's NetCommunity
for both importing gifts and the list management tool. we're using list management to help with different non-constituent email lists and it would be great if we could see if some of the non-constituents actually move over to be constituents either through a gift in NetC or and event RSVP.
7 votes -
Allow you to choose which fields will be checked in the Bio Compare window (or only check if modifying existing)
I would love a way to stop Import-Omatic checking whether I want to import a date of birth, middle name etc. where none already exists.
It is helpful to know where this info differs from what we already have on Raiser’s Edge, but if it’s blank then I definitely want to just import it. I have one import which tends to have a lot of rows like this, and it’s also pretty big, so it can be quite time-consuming clicking through them.
It would be nice if we could customise this for each import profile in the settings.
7 votes
- Don't see your idea?