Classic Products
436 results found
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Individual relationship Additional Addressee/Salutations
Add ability to import an additional addressee for a non-constituent relationship. We are already able to import additional addressee for the main record and primary address for the spouse. We jut need this last field...
1 vote -
Accessing non-constituents from constituent or event records
When in a constituent or event and viewing a non con relationship/participant that is in list management have a button that allows you to push over or open the non con record in list management without having to navigate to List Management
1 vote -
Show where non-constituents live
When viewing a non-constituent have it list the names of the lists in LM or events that it is listed somewhere, like the bottom of their window like constituency codes or in properties. For a full constituent it would also be nice to be able to see from the record side what Lists in List Management the record falls into
1 vote -
FOM non-constituent have the same Fields as List Management
FOM should have the same fields that LM non cons have, if the LM module is installed. So that you do not have to go into LM to view all the information when FOM finds a non-constituent that is in LM
1 vote -
Business Rule or prompt for Non-Constituent in List Management
The ability to create a business rule that would appear when opening a full con that has a relationship to a non con that is in list management
1 vote -
View non-constituent from FOM results from Batch
When using barcode in gift batch and the value is not a barcode, when FindOmatic launches and performs a search based on this value but the selected record is a non-constituent, FOM should let you open the non-constituent record to review and confirm it is the correct record before promoting it to a full constituent. If selected it should handle it the promotion of the record based on user settings, always promote, ask, or never promote. Another option would be to view a record - hold the CTRL key while clicking on one of the matching records to open it…
1 vote -
Make "Change Data Source" into a button
To make this option more visible, instead of just a link (highlighted in blue), change the link into a button same as the "Save" button at the bottom of the profile screen window.
1 vote -
allow to export listmanagement fields
It would be helpful to see outside of Omatic how many list a person is on. We use the list as mailings so we can determine when and why we have mailed to them before.
1 vote -
allow for randomization in segment omatic
allow for randomization in segment omatic a common feature in any appeal
1 vote -
When matching to alternate address, prompt to make it preferred.
When IOM matches constituent via alternate address, prompt user that incoming address differs from preferred address by displaying the Address Processing Screen. This will give us the option to make incoming address the preferred address as this is the most current info provided by constituent. (We have donors who revert back to an alternate address, but right now do not know it because we cannot see it as it is done in the backend.)
1 vote -
Bucket exceptions into separate files based on error
It would be nice to bucket exceptions into separate files based on the error
1 vote -
Add an import tool to update Percentages
it would be amazing to have a PostOmatic tool that would allow mass update of percentages. We don't use them and have many nulls, which means we can't update single lines in the G/L Distributions until they're fixed.
1 vote -
head of household
Add the ability to import Yes or No in the Head-of-household field when adding or updating individual relationships that are spouses
1 vote -
List Management import- Allow you to search for non-constituents in the Duplicate Search Matching Results window
Hi. When we are running an Importomatic List Management import with an excel file that contains non-constituents and full constituents, sometimes the Duplicate Search Matching Results window will popup. In this window there is a button that says "Search for a record". I heard this button was to be used if a result didn't populate in the window but you know they still might be in RE. When I click this button, it will allow you to search for full-constituents but not non-constituents. Can you please make it able to search for non-constituents as well? This would be helpful since…
1 vote -
List Managament Search- Need button to execute search not automatically start searching
Hi. In List Management there needs to be a button to execute a name search, and have it not automatically start searching.
We have 167,869 list management records (full constituent and non-constituent records). When we go to Search Lists and start entering a name in the search field, List Management will automatically start searching for the records. When it does this it freezes up the List Management system, and will not let us finish typing before searching. This slows everything down. If it would wait till we finish typing and then let us press a Search button to execute the…1 vote -
Remove 'date to' (make the date blank, empty) from organisation relation records and constituent codes date to.
I really need IOM to empty the 'To date' of constituent codes and organisation relationship records. In our organisation its common that employee, stopped working and aftersometime they start again.
I want to empty the date when they come working again. Why isn't possible to empty a date?1 vote -
add the ability to view membership expiration date when importing
To determine whether we have a match with a Raiser's Edge record we often have to drill down to see recent activity, such as Member expiration date.
1 vote -
Break relationship links automatically for Constituent imports when updating an individual address
The ability to break a relationship of an individual who share/link with a previous organization/ current organization when updating their address.
When an individual update his/her address to home or other and when import thru Omatic, it should automatically break link/share address. Presently, Omatic has done a work around but it will be helpful to have it done automatically.
1 vote -
To import organization using importOmatic
when using IOM to do imports, organizations get to destination as individual. it will be nice to have them arrive at destination as organization
1 vote -
LO Connector showing final count at beginning
Currently when you run the LO connector to RE the total number of records to import changes through out the import. It would easier for time management if you know the total amount of records you are importing from the beginning.
1 vote
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