Classic Products
350 results found
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Color Code Virtual Fields
It would be very helpful if the Virtual Fields were color coded to show Static Fields, etc.
5 votes -
Add or update Constituent Code option
When adding a new constituent, the constituent code is added with the current date. When updating a constituent record (renewing membership, adding gift, etc.) if the constituent code doesn’t match the criteria, then it adds a new constituent code with the current date instead of updating the current one. It would also be great to have the option to update it and leave the date alone. Thank you.
5 votes -
Update Major/Minor on Education Relationship
Would like to have the ability to update a major/minor since we track current students. Currently, all I can do is add a new line. Would like to have the choice of adding or updating during import.
5 votes -
move dictionary entries up and down
Since dictionaries are processed from top to bottom it would be great to be able to reorganized them (not just alphabetically). I would like to keep some generic matches at the bottom of the list so that they are only processed if all of the other matches fail.
5 votes -
Include RE aliases as part of the duplicate criteria
We have a number of aliases in RE such as 'Celebrity Name' and 'Professional Name' and it would be useful to use these to help identify duplicate records.
5 votes -
Offer option to only import "extra" address fields (info source, etc.) if completely new
If my import includes address fields including info source and IOM finds that address is already in RE - Don't change the info source on my existing address! (or at least give me the option to decide to do that or not)
Also if the address I am importing is in on a consituent but it is a former address and I am importing that address with a primary address flag (because someone gave me old data) do not take that old address and make it primary without prompting me. I'd consider that a significant change that I would like.
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5 votes -
Have an API Connector for OneCause
We would love to see a cloud based connector for OneCause. This would facilitate us getting our event gifts in quickly and easily. We've moved some of our events there from Luminate, and would love to know if this will ever be in the works.
4 votes -
benefit note
Add an import field for Benefits Notes. We use this field for text to include on tax receipts explaining the benefits received. This is especially useful since the total benefits given cannot be greater than the gift amount, which is complicated for auction purchases.
4 votes -
Ability to match Fund Relationships with Fund Relationship Import ID
We sometimes need to update specific aspects of the fund relationship, i.e. Relationship and Recip Relationship, start/end dates, Fund description. Also, some of our students have fund relationships to a specific fund multiple times (i.e. scholarship recipients who receive the same scholarship for all four years). With the current match capability (Fund only), I can't update the Relationship type for all instances of the Fund relationship on the Relationship tab. Can you please give us the ability to import based on Fund Relationship Import ID from RE? The Import tool in RE doesn't allow import updates so providing this ability…
4 votes -
Include row numbers in List Management
It would be helpful to include row numbers on the far left side of List Management view like in an Excel spreadsheet. It would be especially helpful when selecting groups of records so you're able to more easily see how many you've selected.
4 votes -
Make TaxDeductible Amount available in Team Raiser Donation profile in Luminate Connector.
Having access to the Tax Deductible Amount field in the TR Donation profile should be mandatory. Our auditors in Canada need this information recorded for every gift in RE. This particular field is not available for TR Donations and we need it. Thank you.
4 votes -
Ability to skip a cell if it is blank and not import a blank attribute or prospect rating
I have Target Analytics information I am trying to import but I don't want to import blank information if there is nothing in a cell. 3 columns in data file have information/data I want to import "IF" there is data in them; some are blank. For some people all 3 have returned data but other people may only have data in 1 cell and the others are blank. I want to avoid the cells with no information or $0.00 value from importing blank or $0.00 information. I'd like it to ignore that cell (and all virtual fields that correspond with…
4 votes -
List Management ID
It would be great if an ID was automatically allocated to leads in List Management - Not a Constituent ID but another ID (maybe an Alias) to ensure better management while importing and exported data from the List (we are attempting to Use Alias - however we cant export a specific alias so need to export data, then allocate an alias, and import it back in - yet to be done first time)
4 votes -
Include Information in List Management Online User Guide
Hi. When I am working in a List Management non-constituent record in RE, if I add certain fields to the non-constituent record such as birthday, gender, etc… and click “Save and Close” it will automatically promote the non-constituent to a full constituent without asking me first. Can Omatic please create a document for List Management users that has a list of RE fields that if you change on a non-constituent record it will automatically promote them to a full constituent? I did not see this info listed anywhere, sorry if I missed it. It would be helpful to know this…
4 votes -
Change order of tags
The new Profile tags are great, but can they be ordered alphabetically?
4 votes -
Middle Initials With and Without Periods, and Import Always Stopping on RE Records with Previously Added Duplicate Addresses
Hi. When we run Importomatic imports with lists that contain each individual's Raiser's Edge constituent id, the import goes really fast. Though, we sometimes get many popups that require user interaction that slow the import process down. The popups could be a "Compare Bio Field Value Changes" popup that has the middle name initial with a period and one that doesn't have period behind it. For example, the existing value could be "M" while the import value is "M." . No matter what setting we change on the import profile, it will not automatically ignore these where just a period…
4 votes -
Add duplicate search for event participants
When importing non constituent registrations for event participants, search to see if the participants already exists in that event,
4 votes -
Select batch category/folder for batches created with IOM
When creating batches with IOM imports, it would be great to be able to select which batch category/folder the batch goes to instead of just to "general". This would make it much easier for users to find the new batch and not have to move them to another folder.
Thanks!4 votes -
For Raiser's Edge v7.95 be able to compare phone and emails again before importing
In earlier versions of RE since the phone/email was attached to the address tab, one was able to see any changes to phone/email during the address compare. Now that phone/email is no longer attached to the addresses, there is no way to compare phone/email during the import. Anything new gets added but now we have to go back into the records imported and make the changes - very time consuming.
It would be great if either the phone and emails were added to the bio compare screen or just have a separate pop-up for phones & emails (like the address…
4 votes -
When skipping a row, allow user to input a note for the Exceptions file
When dealing with long lists, a user may forget why they skipped a row. Besides a "Skip Row" button, allow the user to input a note as to why the record was skipped that will be appended to the Exceptions file. If IOM/LM treated it as an exception, have the log error message appear in this same field within the data file. This will allow for easy perusal of the file to determine next steps for how to fix row to import.
4 votesYou can define the exception reason when skipping a row by using the ‘Replacement Value’ in the Dictionary. You can find full details here: http://omatic-importomatic.helpdocsonline.com/create-exception-skip-row
But I think you might mean you would like to add Exception reasons when manually skipping a row. Is that right?
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