Classic Products
440 results found
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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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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 -
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 -
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 -
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.
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 -
2 votes
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Notes about the profile
The description gives a brief description. We could do with a notes field to record more bespoke information about the profile. This could include changes need to import file before running import or any detailed information about the profile. We currently do this outside of ImportOmatic
2 votes -
Add the ability to import multiple Gifts with 1 profile
We have a .CSV file which splits Gifts out Merchandise Sales from Donations in different columns. It would be great if we could use the #number to add more than one gift on a single import. Then we could then assign a different Fund and an Appeal to each gift. At the moment we manually do this by creating separate spreadsheets and the use more than one profile, even though it arrives in one spreadsheet. Painful!
2 votes -
2 votes
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