Classic Products
350 results found
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last gift date
IOM should have Last Gift Date as a column in the Duplicate Search Matching Results. If I am trying to figure out if 2 people with different addresses are really the same person it would help to know how long ago they gave their last gift.
3 votesThanks for your feedback regarding our duplicate search columns! In addition to last gift date, would any other gift-related columns be helpful? For example – last gift amount, or total gift amount?
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List Management-Option to promote non-constituent record to full constituent during an import
Hi. It would be nice for Importomatic List Management to have an option or button to promote a non-constituent List Management record to a full constituent record during an import.
Right now when I am importing some records they will match up to non-constituent records. When they match up I like to click the link that takes me to the record so I can see more details. Sometimes I like to add notes to the record or add an alias while I have the record open during an import. For non-constituents, though, it will not let me add notes, aliases,…3 votes -
ability to Import packages directly to appeals without adding the appeal as an assigned appeal to a constituent record
When setting up appeals in Raiser's Edge, it would be nice to be able to import the packages in on a single Appeal.
3 votes -
Ability to limit who can install an upgraded version of IOM
This should not be available to all users of Importomatic. This can help prevent an upgrade taking place on a users workstation before proper testing has been completed.
3 votes -
Remember if I've ignored an address change within this import
Sometimes the same address appears multiple times in the same file. If it's a small difference (and the one on the record is better) then the new address will get "Ignore"d by the user.
It would be good if IOM could remember that I'd ignored this change for this record within an import run. Maybe by taking a hash of the incoming address and storing that with the constituent ID?
3 votes -
Ability to update existing List Management action note
Ability to update an existing action note on a List member's record.
3 votes -
New Emails not to overwrite existing emails
Allow newly imported email to become Email 1 while the existing database email automatically jumps to the next Email option available, such as Email 2, etc.
3 votes -
Findomatic- Searching by Nickname and last name/maiden name
have Findomatic search by nickname (which it does today), but also on Nickname + Last Name and Nickname + maiden name. The ability to search by nickname only is not beneficial when there could be thousands of records with a nickname like "Gene", but having the ability to search by nickname combined with last/maiden name will help further narrow down the results.
3 votes -
Import Multiple Events for Constituent, In One Import
Hi. I wish in Importomatic you could add a constituent to multiple events, in one import. I think right now you can only add one event at a time to a constituent record.
We have a mailing that we send out each year, inviting constituents to an event series. This event series is comprised of multiple events and dates. But we send out the invitation to all of them only once. In Raiser's edge we have multiple events set up for each separate event and date. We would like to record that they were "invited" to all the events, in…3 votes -
IOM should allow direct update/amendment of a RG gift on account details (CC/DD) without needing to populate/update all other RG fields..
IOM should allow direct update or amend of a RG gift on account details (CC/DD) without needing to populate all other requested RG fields as necessary. Our telemarketing RG declines program only needs to update RG's account details. So for RG amendment we only need Amendment Date, new/updated CC or DD details, and at most New Amount/Starting Date/Frequency. We don't need to update the existing Appeal/Package/Fund/Campaign etc - some of which have split gifts involved. But current IOM requests all these required fields in amendment.
3 votes -
Add new Constituent if score is below a certain threshold
We have a lot of records where the similiarity score is below 60, where we just add a new record. It would be great to automate the process where if the score is below a user-defined threshold to automatically add a new record.
3 votes -
Alias Duplicate Searching
Hi. When someone gets married in our Raiser’s Edge database, we put the former name as an alias on the Alias button. For example, the person went from Ms. Jane Doe to Mrs. Jane Smith. When we search Raiser’s Edge and have the checkbox checked to check aliases, it will bring up the older name.
I wish Importomatic had an option to check for duplicates in the aliases field. In the “Configuration”, in the “Duplicate Criteria” section, when I click “Add” there is no Alias field option. There is an auto-match function for checking aliases. But I am afraid it…
3 votes -
Add exception folder browser to Import Processing screen
We do a daily three-pass import, and on Mondays we end up doing three imports (Friday, Saturday, and Sunday files). Since we end up with so many files (9 imports, and an exception file and an update file for each=18 files), it would be helpful if we could pick the exceptions/updates folder whenever we run the import. This way, we could keep each daily import in a separate folder, and run multiple imports concurrently. Right now, the exception and update files are named with the import time, so it ends up pretty messy if we have multiple concurrent imports.
3 votesHi –
We are currently evaluating how we can improve the experience and workflow around multiple pass imports. We would like to have a conversation to better understand your needs, what scenarios required multiple pass imports, and other pain points. You will have the opportunity interact with prototypes and shape the user experience for this feature. If you would like to talk with our Product Development team about this, please email: darinc@omaticsoftware.comThanks,
Darin Cavanaugh
UX Designer | Omatic Software -
Indicate Honor/Memorial in dupe match for Tribute imports
When doing a tribute import it would be very helpful to indicate on the dupe matching form whether a constituent is already an Honor/Memorial as it helps to narrow down results when you only know their name.
3 votes -
Execute ImportOmatic programatically (eg from .NET code)
I realise we can use .NET code to execute IOM.exe (effectively simulating executing it from the command-line), but what would be even better would be to provide a proper .NET-based API for executing an ImportOmatic import profile. This would provide a much stronger automation option than either scheduling IOM.exe or executing it as a separate process - the calling .NET code would control when / how / with what parameters the import was executed, and could receive notification of the results either as a return value from the invoked method, or via the standard .NET exception mechanism - much better…
3 votes -
Update existing Ratings using the import ID
It would be very helpful to make this available to allow updaing the source value. We find duplicate ratings and need to change the source value to a different value. Using the import Id allows us to identify the exact record to update. We cannot rely on matching using the source and category.
3 votes -
3 votes
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Tribute Matching Adjustments
When importing tribute gifts, allow for more advanced tribute matching options. Currently, the only option is "match to existing tribute using tribute type". On our online platform, some of our donors create multiple "in honor of" tributes for the same person, e.g., "in honor of your wedding" and "in honor of your newborn". When we choose to match on tribute type and then import the data, these tribute gifts are put on the same tribute record. However, they should be on distinct tribute records. It would be helpful to match tributes based on other information, such as Description and Default…
3 votes -
Omatic data Service needs to follow Canada post standards too
Omatic data Service currently corrects addresses to USPS standards ONLY . So all our Canadian mailing addresses are adjusted incorrectly during import.
So I'm not sure why you would claim it corrects Canadian addresses when it corrects to the wrong format?? In Canada we follow Canada-post standards.2 votes -
Have FindOmatic pull up full List Management records, not just certain tabs.
When I search for a List Management record using FindOmatic, I'm not able to see all the tabs of information or edit all the information that I can if I access the record directly from List Management (adding notes, viewing actions, etc). It'd be great if these aligned so that I'd have the same access to view/edit a record whether I opened it within List Management or through FindOmatic. Right now we have to go through extra steps to look for a record in FindOmatic and then go over to List Management to find the same record there in order…
2 votes
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