Classic Products
436 results found
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Allow importing of batch description inside an import file or allow scripting to define batch description
We have a naming convention for batch description where the date is the first and then the description. However, in IOM you must append the date on the end. This request is to allow either a scripting option to set batch description, or to allow it to be set inside an import file.
2 votes -
Ability to create a Import ID file with Proposal ID
IOM has the ability to make Import ID files for the majority of record types. It would be nice to have the ability to export the Proposal ID when importing so that you can link the Proposals to Actions.
2 votes -
See gift history from Membership Import screen
I would love to be able to see a full record when importing gifts and memberships from within the membership import screen. Right now we can see a record, but no gifts or membership information, and that is really useful to be able to see. That or be able to switch out of IOM into RE to see a full record, without opening a new seat on RE.
2 votes -
event sponsor
It would be extremely helpful if you could import an event registrant as a sponsor - for instance, map to (this is an example) EvPrt101is_Sponsor
2 votes -
Add Reset Button to Profile Configuration
When editing an IOM profile, add the functionality to reset the current configuration pane. Place Reset button oppsite Save and Cancel buttons.
Would reset to an "internal" defaults profile, in case the default changes with a existing feature reworking or a new feature is added which affects how a new profile is initially created.
2 votes -
Process joint memberships
The new membership processing feature is great, but needs more development on second cardholder processing: since the only option is to add ALL individual relationships as Joint Members, it creates a duplicate cardholder if the relationship is already a joint member, or adds an additional joint member even if it exceeds the maximum number of members allowed in the membership setup.
Ideally, the import process would first look at existing cardholders on the membership, and if the relationship already exists on the record and is already a joint member, ignore the relationship and update the settings on the joint member…
2 votes -
Please add major to fields to match educational relationships on.
I would like to see major as one of the fields that I am able to match on besides degree.
2 votes -
2 votes
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Add the option to place a dummy column before ImportID in modified resultant CSV
We experience a bug when importing the resultant CSV file through Raiser's Edge import (we do this for event participants to match the constituent we imported through IOM). The leading ImportID column has special characters in front of it on the CSV side and does not automatically match up to the RE field called ImportID.
Blackbaud was able to reproduce this issue and told us a solution was for IOM to add a dummy column to the resulting CSV before ImportID since this bug only affects the first column in a UTF-8 file. This happens in RE 7.85, and it's…
2 votes -
Add Mongoose SMS Connector
Would like a connector for Mongoose SMS for BBCRM OC https://hellomongoose.com/
1 vote -
Be able to add Recurring Gift Attributes to DD Payments
When importing DD recurring gift payments, it would be useful to also pick up and add gift attributes from the DD recurring gift set up.
1 vote -
Don't suppress mailings and emails to surviving record
Currently if the non-surviving record is marked No Valid Address and/or Requests No Email, those boxes get marked on the surviving record even if the surviving record HAS a valid address and/or wants email. I'm choosing the survivor because it has better data and it's time consuming to go into each survivor to update these checkboxes. (This dovetails a bit with some existing requests but isn't mentioned specifically.)
1 vote -
GiveCampus: Adding Time Zone Selector
All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in
1 vote -
Set a default save location for exporting ImportOmatic profiles
We have only been using our profiles for a little while now, and we're still making minor updates to them - so I have been regularly making backups of them. Every time I export a profile to a JSON file, I have to navigate all the way back to my desired save location. It would be amazing to be able to set a default save location for profile export files.
1 vote -
Check addresses if they are shared
The biggest pain point when I do imports right now is address processing, specifically the lack of ability for IOM to detect whether or not an addressed is shared.
There's a lot of constituents that are linked to org records and have the shared business address as their preferred address. It would be great if I can skip over a record if an address is shared so it can be processed manually. Or have any option to check if an address is shared, do x-y-z. Right now I have the profile set up so that the address processing form pops…
1 vote -
Add Campaign ID Field to ECS profile
Campaign ID to be an available field in profile pulling ECS like it is FCS
1 vote -
Gift ID used to split gifts across multiple rows.
Manually adjusting splits in gift batch since only the first one imports; Split gift info in columns instead of rows and user unable to check 'split gift' checkbox option in profile gift settings
1 vote -
Ability to alter match criteria further in MergeOmatic. Allow to match on first and last name fields only for those without addresses.
Ability to alter match criteria in MergeOmatic. Allow to match on first and last name fields only for those without addresses.
1 vote -
Be able to export to QCB transactions (non-opt ins) from RE to EN
QCB transaction with a type of GEN rather than OPT are not available to map to when pushing information from RE to EN (so question responses, rather than opt-in responses https://www.engagingnetworks.support/knowledge-base/page-builder-manage-questions/).
It would be great if these could be switched on so we can update information in EN when pushing it from RE.
1 vote -
Luminate Connector - Group Update -- Attributes in RE
Every group update coming into RE from Luminate is added as its own individual attribute. It would be so much cleaner if the connector would make one attribute category for Group Updates and then use the description field to delineate the various groups. There are only a few attributes viewable within RENXT and the Group Updates attribute process is mucking it all up. ;) Thanks!!!
1 vote
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