Classic Products
436 results found
-
Mailchimp Connector to import Multivariate campaigns
At the moment, the MailChimp Connector can only import campaign activity for standard type of campaigns.
Would really be useful if you can also include campaign activity for A/B test or Multivariate type of campaigns.
2 votes -
Add the ability to match only on MEMBER ID using Luminate Connector
We need spouses who share the same email addresses to be added to Luminate from RE in one import. Currently if the email is already on LO, it will update the wrong record and not add a new one even though we have LO configured to accept duplicate emails. To solve this issue we need import to have add/update logic based on MEMBER ID (RE ID) only
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 a column indicating how long the profile took to run the last time.
It would be helpful to see how long a profile took to run the last time it was used. Having that as an additional field after Last Run/Modified/Created would be great so we could have an estimate of how long it will take to rerun the segment.
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 -
Ability to sort or at least hide profile mapping fields for unused/unnecessary data
Too many columns in the Luminate Connector profiles makes it more difficult to troubleshoot and makes importing a real pain.
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 Membership information in the Review Possible Duplicates window.
We want the record with the most recent membership to be the surviving record. If a membership is purchased as a gift, the constituent won't have a gift record so the "Last Gift Date" column is not a reliable indicator of when the constituents most recent membership expires.
I've adjusted the survivor scoring to give "Membership Transaction - Added Last" a lot of weight, but it would be so reassuring to be able to double check memberships on duplicates without having to open the records.
It'd be great if the columns in the Review window could include the fields:
Current…2 votes
- Don't see your idea?