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  • Ideas (241)

    1. Omatic Cloud Encompass Transactions Merchant Account Filter

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

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

    4. Allow adding Benefits to existing gifts via IOM import

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

    6. Child object matching on address in Salesforce

    7. Add Sent Email API for Engaging Networks

    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. be able to define "Run Once" to within hours or minutes - not only days

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

    15. Adding Revenue Solicitor as mappable field.  ·  completed

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

    17. Rearrange grid columns & save column order

    18. Add percentage of match results to ready buckets

    19. Ability to ignore a record  ·  completed

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

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