Allison Bolduc
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18 votes
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83 votesAllison Bolduc
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13 votes
An error occurred while saving the comment Allison Bolduc
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3 votes
An error occurred while saving the comment Allison Bolduc
commented
This is becoming a very common request for Luminate users who wish to track all the same information that was previously being recorded through the standard RE/LO plug-in. Installment number is usually something stored in a gift attribute in RE on Recurring/Pledge installments like "Payment 35 of 60" or "Payment 1 of unlimited". Even if just the payment number came though on LO Donations as "35" or "1", then a regex dictionary could prepend "Payment " to the front of the string. This field that long-time LO users previously started using because of RE/LO, is often used as a merge field in many acknowledgment letters to recurring donors. Currently, if no longer using RE/LO, users are having to create & pull a custom csv report from LO and import it manually with a data file through IOM as a work-around.
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7 votes
An error occurred while saving the comment Allison Bolduc
commented
It would also be terrific to have the ability to map who should be considered as the 'head of household' in the spousal relationship when importing full constituent spouse records.
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6 votes
An error occurred while saving the comment Allison Bolduc
commented
The ability to cancel the import at any time by hitting 'Esc' on any ImportOmatic import interaction would be wonderful, especially on the "Current Row Contents" and the "Bio field comparison" screens. Not depending on an interaction screen's appearance to successfully cancel an import would be even better, as long as the 'are you sure you want to cancel' warning still appears when the user hits escape during the process.
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74 votes
An error occurred while saving the comment Allison Bolduc
commented
People really need this option...lately I am running into users who always prefer to let the new email take over Email while pushing the older one to Email 1, 2, 3, etc. Even just adding the ability to select a "previous" phone type from a drop down would suffice in most cases (similar to treatment offered for previous addresses). Bonus cool points for getting IOM to mark older email as "inactive" if desired!
This item is still highly requested for the Calendar Event profile, it would make a huge difference in regards to streamlining the process and preventing users from having to constantly update dictionaries for accurate gift coding.