Classic Products
436 results found
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When merging - SSN should be saved as encrypted value in the note field, rather than unencrypted, when using MergeOmatic
When records that have a value in the SSN field are merged through MergeOmatic, the data that is in that field is saved in the note as an unencrypted value - posing a security concern. Please keep the value as an encrypted value or do not save the data in the note.
1 vote -
Allow the ability to identify spouses by coding and not consider them a duplicate match
Allow the ability to identify spouses by coding and not consider them a duplicate match.
1 vote -
Add SSN (social security number) as a display column option
Add SSN (social security number) as one of the column options to enhance comparison and researching ease. We use AlumniFinder for research of records and need SSN to determine if records are duplicates.
1 vote -
SORTING Option
Please add a sort filter to the columns for Merge-O-Matic. Especially the NAME and Email columns. When you have a page with 100+ potential records for review sometimes you're looking for a specific record and a sorting function would Alphabetize this for quicker search. Yes, there's a search field but in the 4 years we've used M-O-M it has never worked even when looking for a name that is clearly showing on the list. Thank you.
1 vote -
Make import errors succint and meaningful
I should be able to glance at my errors file to know what the errors are, but that isn't possible because errors are embedded within a matrix of additional characters, like this:
"ImportOM.CImport.#=qHCvmi4yKU3h72m95Fq3A==(Int32 #=qESIR8RSK4nFcxXlmotMK3g==, CFieldDefaultServer #=qPG1vt7y6pju1ncFErw$tHA==, Int32 #=q9045qYcqGZ4AtwaHC4NjHg==, Int32 #=quj$9R2qbHcVM7uzv7UkZQ==, Int32 #=qvs5cejVTUixwy2BZktbeow==, IBBConstitUIHelper #=q28JqKq8pvpX3nEY00XcKQ==, String #=qSSAeUG48AJCg8yolrFJxQ==, Int32& #=qo5A9puDpIuFz8GCMTpAy1biys68B1ou7USyekMTiFOI=, StreamWriter& #=qzEQCYoqDveT3tdPic1i7w==, St"
It would be nice to be able to quickly and accurately map my errors file to my exceptions file, without bringing in another 3rd party tool.
1 vote -
IOM Address Processing: Duplicate Criteria: Turn off Zip+4
We would love to be able to have a checkbox that allows us to match duplicate addresses based off of 5-Digit Zip Code VS. Zip +4 (maybe even in the "Go Faster" Options
1 vote -
Duplicates Exclusions - add ability to search via either ID or name
Apart from the other idea of being able to export list of duplicate exclusions & adding a 'date', it would be really helpful to be able to search via donor ID or name in the Duplicate Exclusions screen. At the moment, you can only display the possible duplicates chronologically via the ID, but when you are dealing with a list of over 1K, it would be so much more efficient to be able to search a 'name' or specific ID so you don't have to scroll through the long list.
1 vote -
The ability to update an link existing spouse addresses.
I know that you can select the option to link NEW Spouse addresses during import - but I need the same thing to happen when I am updating existing Spouse addresses. In other words import a spreadsheet with both Main ID and Spouse address data and tell IOM to not only copy the address from the Main record to the spouse but also link them. It is such a common problem in RE where this needs to be cleaned up to make sure they both have the same address and are linked to keep them the same for the future.…
1 vote -
1 vote
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Add ability to export from the grid in List Management
Would love the ability to export information from the grid in List Management - specifically the column showing which lists a record lives in if multiple lists, and the column showing the number of lists someone appears in.
1 vote -
Fix Bug with RE Exports
I am wanting to use RE Exports for Export profiles in IOM, but it doesn't like it when you want to add/remove columns in the Export and then try to refresh the profile mapping.It causes an error.
Steps to follow:
1) Create Export Profile that uses RE Export.
2) Modify RE Export to add a column.
3) Go back to Export Profile, and refresh the source using RE Export > Match existing fields by name. And you get this error:
"There was an error showing the source configuration: Object Reference not set to an instance of an object"No updates…
1 vote -
Add annotation (alert) to a number of records
There are a number of occasions when we want to add an annotation (or Alert in webview) to a large number of records. We would also want to be able to select the "Display Annotation Automatically" checkbox.
1 vote -
Match on notepad type
Match on existing notepad type. If a note with a specific notepad type is already existing on a constituent, do not add it again.
1 vote -
Link to open the survivor & merged record query
After merging is completed, the current link to open the Survivor & Merged records in the Merged Queue page does not work. It would be great if the link to the survivor & merged records query work, so it save you extra time of having to return to Raiser's Edge to open both queries. This is currently on the bottom left hand corner of the Merged queue after merging, but when you click on it, it does not open the record.
1 vote -
Allowing different phone types to be displayed
Currently it is only displaying the first phone type recorded on RE. So for a donor that have both a mobile and home phone, and the duplicate record only have a home phone, on the display screen, you will see the mobile for one record and a home phone for another record. Sometimes you do not have address for one of these records, so without opening the record to check if the home phone are the same, you can't be certain it is a duplicate.
1 vote -
Create a query folder in Raisers Edge so MergOMatic can save for the queries for surviving records and source records
It would be really helpful if MergOMatic can save the queries for the surviving records & source records in a specific query folder in Raiser's Edge, e.g. similar to where you can save the ImportOMatic exceptions.
1 vote -
Allow functionality to import discounts that apply to event registration fees
We are setting up a new website and will be able to apply discounts to ticket prices as incentives to get supporters to sign up. We will be importing all of the supporter information from the website into RE NXT via importomatic, but there is not currently any mapping for the discount fields in the events module.
1 vote -
Allow filter and sort options for Emma IOM connector
There is currently no way to filter/sort by a campaign in the Emma IOM connector. As a result, we have a myriad of drafts, sent, and archived emails listed. The campaigns are not sorted in any way either, and as a result, a lot of time is spent searching for the appropriate campaign.
Filter/sort options would allow users to quickly and easily identify the campaign they'd like to import.
1 vote -
Only add Consent if doesn't already exist
When importing Consent, ImportOmatic should only add a new Consent record if one doesn't already exist for the Channel, Category and Response. If it does already exist, but Response has changed, add End Date to existing then add new record for the new Response.
1 vote -
add the ability to edit/remove alias name
In RE there is an alias system id assigned to each alias. The field is available in a query, but not in export. It would be nice if that unique id could be used to update or remove an alias name.
1 vote
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