Classic Products
440 results found
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Findomatic- Searching by Nickname and last name/maiden name
have Findomatic search by nickname (which it does today), but also on Nickname + Last Name and Nickname + maiden name. The ability to search by nickname only is not beneficial when there could be thousands of records with a nickname like "Gene", but having the ability to search by nickname combined with last/maiden name will help further narrow down the results.
3 votes -
Import Multiple Events for Constituent, In One Import
Hi. I wish in Importomatic you could add a constituent to multiple events, in one import. I think right now you can only add one event at a time to a constituent record.
We have a mailing that we send out each year, inviting constituents to an event series. This event series is comprised of multiple events and dates. But we send out the invitation to all of them only once. In Raiser's edge we have multiple events set up for each separate event and date. We would like to record that they were "invited" to all the events, in…3 votes -
IOM should allow direct update/amendment of a RG gift on account details (CC/DD) without needing to populate/update all other RG fields..
IOM should allow direct update or amend of a RG gift on account details (CC/DD) without needing to populate all other requested RG fields as necessary. Our telemarketing RG declines program only needs to update RG's account details. So for RG amendment we only need Amendment Date, new/updated CC or DD details, and at most New Amount/Starting Date/Frequency. We don't need to update the existing Appeal/Package/Fund/Campaign etc - some of which have split gifts involved. But current IOM requests all these required fields in amendment.
3 votes -
Enable ability to refresh Calculated Recency dates after profile creation date
Ideally there would be an option to re-calculate Calculated Recency ranges when you Refresh the profile.
Currently, you cannot refresh the date ranges derived from Calculated Recency without actually removing and replacing the hierarchy, and then doing a re-sort. So a saved Profile that uses a Calculated Recency hierarchy is actually useless, since you need to remember to remove/re-add the hierarchy each time and you're almost re-creating it from scratch. You also can't currently "work ahead" to build out segments, since the "zero date" remains fixed on the insertion date.3 votes -
Alias Duplicate Searching
Hi. When someone gets married in our Raiser’s Edge database, we put the former name as an alias on the Alias button. For example, the person went from Ms. Jane Doe to Mrs. Jane Smith. When we search Raiser’s Edge and have the checkbox checked to check aliases, it will bring up the older name.
I wish Importomatic had an option to check for duplicates in the aliases field. In the “Configuration”, in the “Duplicate Criteria” section, when I click “Add” there is no Alias field option. There is an auto-match function for checking aliases. But I am afraid it…
3 votes -
Add exception folder browser to Import Processing screen
We do a daily three-pass import, and on Mondays we end up doing three imports (Friday, Saturday, and Sunday files). Since we end up with so many files (9 imports, and an exception file and an update file for each=18 files), it would be helpful if we could pick the exceptions/updates folder whenever we run the import. This way, we could keep each daily import in a separate folder, and run multiple imports concurrently. Right now, the exception and update files are named with the import time, so it ends up pretty messy if we have multiple concurrent imports.
3 votesHi –
We are currently evaluating how we can improve the experience and workflow around multiple pass imports. We would like to have a conversation to better understand your needs, what scenarios required multiple pass imports, and other pain points. You will have the opportunity interact with prototypes and shape the user experience for this feature. If you would like to talk with our Product Development team about this, please email: darinc@omaticsoftware.comThanks,
Darin Cavanaugh
UX Designer | Omatic Software -
3 votes
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Execute ImportOmatic programatically (eg from .NET code)
I realise we can use .NET code to execute IOM.exe (effectively simulating executing it from the command-line), but what would be even better would be to provide a proper .NET-based API for executing an ImportOmatic import profile. This would provide a much stronger automation option than either scheduling IOM.exe or executing it as a separate process - the calling .NET code would control when / how / with what parameters the import was executed, and could receive notification of the results either as a return value from the invoked method, or via the standard .NET exception mechanism - much better…
3 votes -
Update existing Ratings using the import ID
It would be very helpful to make this available to allow updaing the source value. We find duplicate ratings and need to change the source value to a different value. Using the import Id allows us to identify the exact record to update. We cannot rely on matching using the source and category.
3 votes -
3 votes
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When MOM moves to RENXT Unified View - Please consider additional functionality
When MOM moves to Unified View - Please consider additional functionality
Hello,
These additional functionalities would be very helpful during duplicate merge review:-Ability to SORT COLUMNS (e.g. we may want to sort and look for a specific donor name or Gift Date for review)
-Capture Phone/Email history in survivor record note
-Display non primary phone/email types
-Select multiple possible matches to move to 'Duplicates to be Merged' queue simultaneously
-EXPORT option to CSV format to review possible duplicates outside of the merge review screen (we could copy/paste IDs into a query for other review purposes if needed)
When matching…
2 votes -
Omatic data Service needs to follow Canada post standards too
Omatic data Service currently corrects addresses to USPS standards ONLY . So all our Canadian mailing addresses are adjusted incorrectly during import.
So I'm not sure why you would claim it corrects Canadian addresses when it corrects to the wrong format?? In Canada we follow Canada-post standards.2 votes -
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
2 votes -
Have FindOmatic pull up full List Management records, not just certain tabs.
When I search for a List Management record using FindOmatic, I'm not able to see all the tabs of information or edit all the information that I can if I access the record directly from List Management (adding notes, viewing actions, etc). It'd be great if these aligned so that I'd have the same access to view/edit a record whether I opened it within List Management or through FindOmatic. Right now we have to go through extra steps to look for a record in FindOmatic and then go over to List Management to find the same record there in order…
2 votes -
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.
2 votes -
Ability to Change Existing Email Type to a Specified Type (i.e. Email 1, Email 2, Email 3)
Either change the "add existing phone/email as attribute to: **" option to "Add existing email as email type: **" and let us choose the appropriate email type OR allow users to do the inverse of "assign to next available number" and put the option as "Add the new value as new with the type identified and change existing email type to next available number."
2 votes -
Allow adding Benefits to existing gifts via IOM import
Currently, IOM doesn't allow you to update gifts with an import. I understand this for the core data on a gift (amount, fund, etc), but I think there should be an ability to update the "Benefits" section of an existing gift.
2 votes -
Add "Classy Mode %" and "Is Classy Mode" Fields to Import Profile
When importing transaction details from Classy to RE, it's important that service fee details (percentage rate and opt-in) are available to be added to the import profile.
If a client wants to track whether or not constituents opted to cover service fees and the percentage in service fees they covered in future RE reports, they are unable to do so because these import fields are unavailable.
2 votes -
Add on to comments during imports
When an import matches with an existing phone or email, add the possibility of having comments add to the end of existing comments instead of overwriting the comments completely.
2 votes -
Addresses for new records - add Date From date = system date
As new addresses are imported for new records, the Date From should be populated with the system date.
2 votes
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