Therese Morris

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11 results found

1. Allow matching on fuzzy address formats

   149 votes

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   under review  ·  9 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Aug 19, 2026

2. Additional Scheduling Options

   13 votes

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   6 comments  ·  Omatic Cloud  ·  Delete…  ·  Admin →
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   Therese Morris commented  ·  Jul 31, 2026  ·  Delete…

   Different options are very important at fiscal year end, calendar year end, and during giving days. These are times of high volume and we process more frequently. For example we start batching gifts every 50 gifts so we can have manageable batches and to stay ahead of the volume.

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   Therese Morris supported this idea  ·  Jul 31, 2026

3. Email notification when formula completes or times-out

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   8 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Aug 14, 2025

4. Make column order in data grids "sticky" per user

   27 votes

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   started  ·  2 comments  ·  Omatic Cloud  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Aug 14, 2025

5. Convert existing dictionaries to transformations

   61 votes

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   4 comments  ·  Omatic Cloud  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Aug 14, 2025

6. Have a repository for transformations

   250 votes

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   under review  ·  16 comments  ·  Omatic Cloud  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Aug 14, 2025

7. Allow import of gift specific data on existing gifts

   7 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Dec 16, 2024

8. Add gift attributes to existing gifts

   41 votes

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   3 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Dec 16, 2024

9. Advanced address processing screen in the Omatic Cloud is needed

   251 votes

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   planned  ·  20 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Delete…  ·  Admin →
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   Therese Morris supported this idea  ·  Jan 17, 2025

10. Allow import or update of gift reference on existing gifts

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    0 comments  ·  Omatic Cloud  ·  Edit…  ·  Delete…  ·  Admin →
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    Therese Morris shared this idea  ·  Dec 13, 2024

11. Add the ability to pause an import

    170 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Therese Morris supported this idea  ·  Dec 30, 2020