Classic Products
440 results found
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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 -
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
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