Classic Products
438 results found
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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 -
Option to keep the show inactive phones and emails checked at all times
I always want this box checked to allow reviewing of the data we have already received and marked inactive. I don't want to click it every time I open a new record to review.
1 vote -
Include Position in the available columns when viewing org relationship duplicate search
Include Position in the available columns when viewing org relationship duplicate search. This would allow me to see if I'm adding new data or if it's the same.
1 vote -
Be able to utilize the Address Similarity feature when it matches address line, city, state
We have to look at every address because even if it matches completely, except the zip compared to zip+4. The files we get from university only have the zip and so it thinks it doesn't match when address is exactly the same. We also have country blank in RE if it is United States so we don't have to delete when running mail lists every time. The address similarity does not like when this doesn't match either.
1 vote -
In Merge o Matic, there should be a way to "bulk" mark records as Not A Duplicate
While reviewing records in Merge of Matic, you should be also able to "Bulk" mark records as Not A Duplicate.
1 vote -
Ability to easily change appeal/package coding in List Management if you chose the wrong one.
Thank you for contacting Omatic Software Support!
If these are full records, you may be able to use global change to complete a mass change of all of the records.
If these are list records it will be a manual one by one process to correct them.This is a great suggestion that could be made there for why including the ability to mass edit list records should be incorporated. Our development team relies on these suggestions and ideas for product improvement from our users. I encourage you to add your ideas there, it is greatly appreciated!
Best,
Alisa Singletearry,…
1 vote -
Customize CSV header/data row separators for Data File Export Connector
When exporting data meant for iModules Encompass using the Data File Export connector, their platform apparently cannot read the CSV produced by IOM because the header row fields are separated by quotes. They need the header to be separated by commas only with no quotes. The data fields still need to be separated by commas and quotes.
This could be generalized to customizing how both header and fields output.
1 vote -
Output Most Recent Appeal
When choosing this option "Output most recent appeal" when exporting from List Management, it would be good to be able to export the "Response" "Comment" and "Date" field to find out when they were last contacted which may determine their next contact date.
Pretty Please!!!1 vote -
Ability to link existing participant as guest of another participant in an Event record
It would be good if you can link participants as guest of other participants in an Event. I have just imported a list of all participants and need to put in the 'guest of' information. It does not look like import-o-matic has this function. I will probably have to delete all the guest and then put them onto the participant's record manually.
1 vote -
Duplicate Search Matching Results - Correctly Display Fuzzy Birth Dates
When importing and the Duplicate Search Matching Results window appears with possible matches, the Birth Date field should correctly display fuzzy dates, both from the import data and the potential matches in Raiser's Edge.
Currently, if the import data has "8/6" in the birth date column, the DSMR incorrectly displays it at "8/2006".
The DSMR should correctly display month/day birth dates, as does RE 7.93+ : https://kb.blackbaud.com/articles/Article/41804
1 vote -
Ability to move the configurations up or down
It would be nice to be able to move the configurations up or down so that we can keep ones that are in the same field together.
1 vote -
1 vote
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Never replace First Name with an Initial
Please make it an option that if the importing data has an initial and it matches the initial of the first name (or middle name) in RE then DON'T bring up the Compare Bio Field Value Change and ask if it should be updated.
1 vote -
First Name and Middle Name combined into First Name should be a higher match value
I have noticed that if I have a record in RE with the first name and middle name combined in the first name field but my importing record has them as separate fields (or vice versa) that the duplicate match score is lower than I would think it should be. Please increase the duplicate match score for these records.
1 vote -
Have a connector to Bidpal
Have a connector to Bidpal
1 vote -
Provide some real time tech support. So much time wasted trying to trouble-shoot without a live person who has technical expertise.
The user guide does not provide much help when trying to trouble-shoot an issue. Frustrating to have to wait 48 hours to get a question answered.
1 vote -
Allow Deduplication to check List Management records
Some donations we process manually into batch, and not through importomatic. Hence would miss those records in List Management (as currently not using Findomatic)
Would be great to have MOM be able to dedupe on List Management data as well as RE Data1 vote -
1 vote
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Update your eLearning videos.
New user and just reviewed many of the eLearning videos. Several are using an older version of Importomatic so I'm left to guess if the functionality and procedures are the same on my newly purchased product. Some of the newer videos have poor screen resolution so it's impossible to see what the instructor is pointing to or typing (compared to some of the older ones that are clear plus the instructor zooms in on some of the windows in which he was demonstrating). One of them had very low volume-- at max, it was still not loud enough using my…
1 vote
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