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← Customer Feedback for ImportOmatic
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  • Ideas (209)

    1. Deceased indicator

    2. Import combined gifts from one line into sepearate gifts in batch.

    3. Omatic Cloud Encompass Transactions Merchant Account Filter

    4. Add fields to Altru connector (particularly Volunteer)  ·  under review

    5. Add the ability to change the Error.txt file to an excel file

    6. Allow adding Benefits to existing gifts via IOM import

    7. Child object matching on address in Salesforce

    8. Never replace First Name with an Initial

    9. Raiser's Edge - ImportOmatic Packages

    10. List Management- Globally add, change, delete and import

    11. Ability to ignore already existing constituency codes

    12. Allow clients to point more than one csv file to one IOM profile during import process

    13. Adding Revenue Solicitor as mappable field.  ·  completed

    14. Show Run Schedule in History and current last run date

    15. Rearrange grid columns & save column order

    16. Display spouse first and last name next to the constituent name in the first row of the Duplicate Search results screen

    17. Ability to ignore a record  ·  under review

    18. More intuitive relationship matching  ·  under review

    19. Import from One system of Record into the Same System of Record  ·  completed

    20. Possibility in a profile not to overwrite addresses if they have a certain source - such as AddressFinder

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