Classic Products
350 results found
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Ability to Change Existing Email Type to a Specified Type (i.e. Email 1, Email 2, Email 3)
Either change the "add existing phone/email as attribute to: **" option to "Add existing email as email type: **" and let us choose the appropriate email type OR allow users to do the inverse of "assign to next available number" and put the option as "Add the new value as new with the type identified and change existing email type to next available number."
2 votes -
Allow adding Benefits to existing gifts via IOM import
Currently, IOM doesn't allow you to update gifts with an import. I understand this for the core data on a gift (amount, fund, etc), but I think there should be an ability to update the "Benefits" section of an existing gift.
2 votes -
Add on to comments during imports
When an import matches with an existing phone or email, add the possibility of having comments add to the end of existing comments instead of overwriting the comments completely.
2 votes -
Addresses for new records - add Date From date = system date
As new addresses are imported for new records, the Date From should be populated with the system date.
2 votes -
2 votes
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Notes about the profile
The description gives a brief description. We could do with a notes field to record more bespoke information about the profile. This could include changes need to import file before running import or any detailed information about the profile. We currently do this outside of ImportOmatic
2 votes -
Add the ability to import multiple Gifts with 1 profile
We have a .CSV file which splits Gifts out Merchandise Sales from Donations in different columns. It would be great if we could use the #number to add more than one gift on a single import. Then we could then assign a different Fund and an Appeal to each gift. At the moment we manually do this by creating separate spreadsheets and the use more than one profile, even though it arrives in one spreadsheet. Painful!
2 votes -
Allow duplicate Organisational Relationships without them being non-constituent
Raiser's Edge allows manual addition of relationships between the same constituents, with the same relationship and reciprocal types; this is useful for when people move within the same organisation as employees but have different positions. However, Importomatic does not allow this, either letting you import with a non-constituent as the link, or overwriting what it assumes is duplications.
https://iom.uservoice.com/forums/18118-importomatic/suggestions/4960907-duplicate-search-matching-results-add-add-as-new suggested a similar solution - I recently had to import historical data for student association memberships linking alumni to the organisation (so you can view the relationship from either side) with each cohort being recorded separately as the council is dissolved…
2 votes -
Add an option within VIP Processing to 'create exception' if a record meets the VIP query criteria
An added option to create an exception if a constituent record exists in the VIP query would be incredibly useful - especially when trying to avoid processing certain constituents (ex. Board Members) based on information that is in RE, but not in the incoming import data.
2 votes -
2 votes
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Allow Non-Constituent importing for Action Contact
IOM would be a one-stop shop for me if it allowed the importing of Non-Constituent contact records into the Action Contact field. This feature is available in Raiser's Edge Import. (Ironically, this same RE Import doesn't support solicitor importing into Actions...so it's still at least a two-step process.)
2 votes -
Dependencies for Dictionaries
to be able to right-click on a dictionary to see which profile a dictionary has been applied or if it no longer used
2 votes -
Make Company information and fields in Luminate available in TeamRaiser import profiles with the LO Connector.
Make Company information and fields in Luminate available in TeamRaiser import profiles with the LO Connector.
2 votes -
Allow access to a survey notes field in Luminate Online.
We would like to record Notes that are on a particular survey in our LO. But that notes field is unavailable in the connector. That would be helpful to have access to.
2 votes -
Show Other Phone Types in Duplicate Matching Search Results
Show Other Phone Types in Duplicate Matching Search Results
When I am performing an Import with a flat file containing a unique phone type, the values for that column do not appear in the preview row in the Duplicate Search Matching Results. We import all phone numbers from a particular data source with a unique phone type and it would be great to see these "other" phone types show up in the DSMR so we don't have to open the source data every time to compare phone numbers. Thanks!
2 votes -
Add ability to link new tributes or existing tributes to existing gifts in Raiser's Edge
Currently it is possible to link a new or existing tribute to an existing gift using the Import function of Raiser's Edge and mapping one field to Gift Link (and using the Gift Import ID) and the other to Tribute Import ID (and using the Tribute Import ID). However this is not possible using ImportoMatic as there is no field that can be mapped to GFTLink or Gift Link.
2 votes -
Allow for parameters for created exception file name
When the exception file is created using the scheduler module, it would be great to have certain parameters passed to the name of the exception file. It would be nice to be able to have the file named, {ProfileNameDate}rest of the exception file name.
2 votes -
Pass a parameters to the import profile from the scheduler
It would be nice if we can pass the start and end date/time parameters to the import profiles from the scheduler. We scheduled various import profiles that we would like to run on the same date/time every day.
2 votes -
Relationship Flag on Non-Constituent records via FindOmatic
If an embedded record in RE is not a spouse record (This individual is the Spouse box is not checked) and you search and find it via FindOmatic you cannot see which full constituent record the embedded record is linked to.
For example, I search for John Smith via FindOmatic. He comes up with a Source: Relationship. I click into the record and it pulls up the non-constituent record view (does not include relationship or action tabs) and he does not have a spouse relationship. I am not able to determine which full constituent record the embedded record John Smith…
2 votes -
Provide an Option to rebuild the Luminate Group before the import runs
Luminate Connector needs an option to rebuild the Luminate Group it is using for the Import. Luminate does not allow us to set the time we want the group rebuilt. If you schedule an import that needs the group to be rebuilt first it becomes tedious making sure the group has been rebuilt before the import.
2 votes
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