Classic Products
436 results found
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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 -
Unslecet Address and Phone updates
It would be helpful to unselect address and phone info to get around the duplicate phone type business rule that keeps records from being merged.
2 votes -
MergeOmatic should produce an excpetions report with IDs and Error descriptions
it would be nice to have and exceptions file with IDs and Errors to possibly fix Event or Phone issues and re-merge the records
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 -
Have a "Save" and a "Save and Close" option
Would be great if there were an option to save the SOM profile without closing the entire profile.
2 votes -
Add MailChimp TAGS to the MailChimp Connectors
MailChimp provides TAGS that are invisible to list members. In order to get the same function while using the connector, I have had to set up Hidden Groups.
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 -
PLEASE give the appeal grid more love. Entirely too many clicks and keystrokes!
I literally just tested this out to count how many times I'm having to click through each field in the grid view (mostly to enter identical information, less the source code) and it is INSANE.
After a bit of testing, the least amount of clicks per row I can manage is 15 from Appeal to Package to Source. I have to do this for as many as 120 rows, depending on the request. I then have to go back through each row and paste an identical job number to each Comments cell - which has to all be double-clicked -…
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 -
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 -
Disable double click function
Diisable that double clicking a hierarchy in SOM causes it to refresh and open. Maybe change it to only being able to right click or something. I can’t seem to train my brain not to double click on the name.
2 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
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