Classic Products
350 results found
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Raiser's Edge - ImportOmatic Packages
Hi - it would be great to be able to import the packages via the field mapping, rather than a virtual field. For people like me who have to add tens of packages to an appeal, it's arduous updating the virtual field for every data set.
Thanks,
Andrew2 votes -
All FindOmatic to access all tabs on an Omatic constituent
If I search for someone using Find Omatic I want to see all content. If there is an action, attribute or other information I should be able to see that information or FindOmatic should provide the list that name is on.
2 votes -
Search Execute button for Findomatic, Eventomatic, List Management, etc.
Hi. I wish there was an option to turn off automatic searching as you type in Findomatic. I wish there was an execute button to execute a search. When I am typing a name, for example "John Smith", sometimes Findomatic will just search for "John Sm" and bring up all the results for "John Sm" without refreshing and searching for the full words I typed out. The automatic searching seems to slow down the typing process, as some letters take a while to appear after I type them.
I wish we could disable automatic searching for List Management and also…2 votes -
Add the ability to link a cash gift to a pledge once the pledge gift is committed
It would be great if IOM would allow you to link a cash gift to an existing pledge using the import function. Because we use the same fund codes over multiple campaigns, the RE commit button would apply the pledge payment to the earliest campaign, when if fact is might be the later campaign. These campaigns cross until the next fiscal year. Currently i have to use RE import to do this function. I am big fan of IOM.!
2 votes -
Ability to search (and duplicate criteria search) on Middle Name to Last Name
Many women are using their maiden name as their middle name. It would help to be able to have the middle name/last name as part of the duplicate criteria.
2 votes -
I Wish Importomatic Could Update Existing Addresses by Matching on Type
Hi. I wish Importomatic could update existing Addresses by matching on Address type, like you currently can with updating existing Constituent Alias by matching on Alias type.
We have an address type that is used only used for a very specific type of Address and use. The address type in our system is "Mailroom". This address will only get updated with an employee's mailpoint number that work in our organization. The mailing room for our organization will recognize this mailpoint and can mail items directly to other employees instead of going to the US Post Office, just by using their…2 votes -
FindOmatic should also search SSN field
FindOmatic should also search SSN field.
2 votes -
Default option for findomatic search type
Choose the record type to default to, not always 'All'
2 votes -
Allow users to import constituents into a constituent batch
It would be really useful to be able to import new constituents into a constituent batch in RE and to be able to add or update constituent information for existing constituents in a batch as well.
2 votes -
Add Education Relationship Interactive Pop-Up Window for Matching
Just like memberships and relationships, allow an interactive pop-up matching screen for Education relationship records during import. For higher education, would help when people have multiple degrees.
2 votes -
Improve ScoreOmatic Analysis to include Ratings
Users of ScoreOmatic really need to be able to use the analysis tab for ratings and or notepad-based scores, instead of just attribute only
2 votes -
Add as spouse within match screen
When IOM is proposing a match and you have the option to match to the "highlighted record" or "add new," a nice feature would be to "add as Spouse." Often, I find that IOM has matched to what is obviously the spouse's record. it would great if IOM would do it for you. Instead, I have to keep a list and then go match them up later.
2 votes -
allow you to search on only Preferred Address when looking for potential matches.
ImportOmatic should...allow you to search on only Preferred Address when looking for potential matches.
2 votes -
Seperate "Add New" and "Updated" No Valid Address
Be able to add an address with "No Valid Address" ticked.
Sometimes we get online donations from invalid or incomplete addresses from new donors, and would like to be able to add the address with the "No Valid Address" as ticked, but in the same import file, would want any updated addresses for existing donors that are updated to be unticked as "No Valid Address". Can this Constituent Default option be split out to give us the option of "for updated" addresses and "for new" addresses2 votes -
Automatically complete new BBDM constituent records
I'm currently having to manually load default sets into new constituent records when importing BBDM records. If there's a way to program Omatic to automatically apply Shift+F2 (loading default set) and then Ctrl+L (save and close), my life would infinitely improve!!!! Pretty please!!
2 votes -
import dictionary entries
You should be able to import a dictionary as an efficient way to update entries. You could export the current dictionary then make changes and import the new file into the existing named dictionary.
2 votes -
Add attribute to participant guest records
When importing participants for an event you can only add attributes for full constituents but not their guests. This would be really useful to enable recording of details specific to each participant.
2 votes -
Include all the Tribute import fields
Currently fields are limited to: DateFrom, Darte to, Default Fund, Description, Honor/Memorial is an acknowledgee, Notes, Self acknowledgement letter, Tribute Type.
It would be beneficial to also include 'Gift ImportID', 'Gifts may be given', 'Tribute Notes', 'Consituent ImportID' and 'ConsiID'.
This way, one can link In-mem donors to their Tribute they're donating to, during the import. This prevents unnecessary duplication and presents the true support journey
2 votes -
Validation mode
Validation mode
It would be great if a default option could be available for 'Validation mode' which is present on the Import screen. The same for the 'Skip rows requiring user interaction'. Perhaps somewhere in the Configuration.
2 votes -
Add ability to import attribute categories only
Currently you are unable to import just an attribute category, a description must be included.
2 votes
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