Classic Products
436 results found
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Add ability to link existing proposals with existing media
Similarly to how you already link existing actions to existing proposals it would be very useful to be able to link existing media to existing proposals.
1 vote -
Add the ability to import the number of guests (GuesNum) within a participant, event record
For under 18s to our events, we do not record personal details. Instead we attached them as one anonymous children record to the parent record. We record the number of children in the total number of the Guest Number box. If would be helpful if we could import this.
1 vote -
advocacy issue
I would love to see Luminate Online Advocacy Issue related to an Advocacy Alert be available in the import profile. Would that field be available through the API?
1 vote -
Allow adding organization relationships that match on relationship and reciprocal
We want the ability to import a new organization relationship on an individual who has a pre-existing relationship to the organization with the same relationship and reciprocal values. Currently, Import-o-Matic matches to and modifies the pre-existing relationship - which happens even if option "Match organization relationships based on Always add new" is selected. We wish to import very similar relationships that differ only in the From/To date columns when compared to pre-existing relationships. Within options Constituents > Relationships > Organization > Organization Updates, how about adding a checkbox: "Create new relationship regardless of any pre-existing relationships"?
1 vote -
Luminate Exceptions- Record should not Disappear from list
When a record cannot be merged and the error is due to LO, that record dissapears until list is closed and opened again. What a pain. The system should auto file them into another section " Exceptions" for later review. If I'm trying to merge a record and there's an exception, it's not always the case that I can remember the name/ID of that donor record.
1 vote -
Duplicate Exclusions - Add the Date excluded records Added to list
• This list should have a date column of when the two records were marked as “Not duplicates”. Over time you might end up with many in there, perhaps at some point you want to revisit and remove them from that group to be rescanned but not all of them… it would be helpful to have a Date and ability to filter so that the ones removed from group are from a specific date the work was done…
1 vote -
Duplicate Result List - Sorting Headers columns
When reviewing Duplicate Result List The header row should be Sortable. Even if the duplicates list has a score criteria it’s helpful to have the ability to sort everyone within that score in Asc/Desc order by e.g. Name, Constituent Code or Email headers ….
1 vote -
Make Key Indicator and Last Gift Amount Fields Column Options
-Key Indicator field should be included (yes a query could be created just for ORG or IND) but having the option there would be good if you want to work on merges for IND and ORG at the same time and easily identify them in the duplicates list
-Last Gift Amount would also be a helpful criteria to include along with the already existing Last Gift Date field
1 vote -
Allow importing Luminate Constituent Updates based on Last Modified By
Allow an import profile be created based on Luminate's Last Modified By field. Currently there is not a way to filter which constituent updates to import into Raiser's Edge. When exporting an LO Group Query from RE to LO, it updates the Last Modified Date and Last Modified By field on the constituent record, so then Importomatic will pick up these constituent updates to import into RE while no actual change happened on the constituent record. This can amount to thousands of unnecessary imports.
1 vote -
Findomatic should be able to search using First middle and last name
Hi. We can currently search fine just using a first name and last name. But whenever we type out the constituent's full name, including the middle name in the text, Findomatic has trouble and will not bring up the results for the individual. For example John Doe will show up fine. But John Michael Doe has trouble showing up in Findomatic, even if a record already exists for this individual.
I also wish Findomatic had an enhanced search type function like Regular RE has, where it can give results for related or similar items to the search text.1 vote -
Allow Access to RE Tribute Gift Acknowledged Field
Almost all fields for a tribute gift are available, but we can not access Acknowledge on the tribute itself while importing a gift.
1 vote -
Merge RE:NXT data that is lost during RE merge functions.
Merge RE:NXT data that is currently lost during RE merge function.
1 vote -
Add consent to new records via defaults
Need to be able to add consent to new records only via defaults. Right now when I import my list the consent is being added every time a constituent comes through my list.
1 vote -
It would be super amazing if we could tell IOM to add matching gift pledges to specific gifts being imported.
When importing gifts with matching gift pledges into RE, we can either set up relationships to the organization that will be matching those gifts and set up for those constituents to automatically have the organization match every gift, in which case IOM/RE will conspire between them to add matching gifts to all of those records even if you close out of the matching gift window and do not save a matching gift pledge, so you end up with 0 dollar amount pledges, or you can import to a batch and then go in and individually add pledges to each gift.…
1 vote -
Make it so the "Retrieving Data from Luminate" box does not pop up over every other program
When running very long Luminate import, the box that says "Retrieving data from Luminate" pops up. Unfortunately, it pops up over other programs, and you can not move it, so it can be difficult to navigate around. If it could possibly only pop up in RE, and not over everything else, that would be amazing. It drives me bonkers.
1 vote -
ScoreOMatic - Projecting Donor Level for CY/FY Based on Recurring Gift Amount
It would be very cool if ScoreOmatic could score records and create a donor level calculation based on the number of installments projected within a date range. So if the recurring gift is $100/2 x month, then withing a 12-month period, thats $1200 and puts them at Visionaries Level or something like that.
1 vote -
Add reporting to Queryomatic
In Queryomatic it would be good to know how many queries have been deleted over time, along with other information helpful for reporting.
1 vote -
Add Accounting Code to LO Sustainer Gifts profile
Allow this field to imported through the profile.
1 vote -
Ability to change Review settings in the Setup section
I am having trouble viewing the Review screens because of my settings but I can't change the settings until I get into Review mode. I need to be able to change the settings somewhere else, like the Setup section
1 vote -
Expand how MergeOMatic can be used
I'd like to purchase MergeOMatic, but I need some additional functionality to help with the data clean-up needs we have.
I'd like to be able to use MergeOMatic to move single gifts from records when they are recorded on the wrong record.
I'd like to be able to use MergeOMatic to merge Spouse records. We merged a legacy system into ours which maintained spouses as constituents. Our process is to record them as relationships. It's cumbersome to take all the steps to merge these records.
I'd like to be able to merge Tributes. This is also a cumbersome process in…
1 vote
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