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48 results found

  1. account notes

    15 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  2. Allow duplicate Organisational Relationships without them being non-constituent

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  3. Notes about the profile

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  4. Add the ability to import multiple Gifts with 1 profile

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  5. Update former employer relationship and reciprocal fields

    26 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  6. Allow for more thorough checking of previous education records.

    23 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  7. Add gift attributes to existing gifts

    38 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  8. Update dictionary table entries

    51 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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  9. Import comments for Major/Minor fields

    42 votes

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    11 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  10. Option to Stop the Import at any point

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Joshua shared this idea  · 

  11. create "If...then...else" enabled fields to choose between values from different fields

    48 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  12. Offer a cancel / abort button on the duplicate screen

    7 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  13. Search Execute button for Findomatic, Eventomatic, List Management, etc.

    2 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Joshua commented  · 

    Hi. I would like to add, we have many non-constituents and when you start typing to search for something in Findomatic/List Management/Importomatic, it many times freezes up our computers trying to search through all the records. Having a way to turn off/on automatic search as you type, as well as an enter/execute button to start searching, would be really helpful and more end user friendly. Thank you.

    Joshua shared this idea  · 

  14. Findomatic should be able to search using First middle and last name

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  15. Default option for findomatic search type

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  16. Findomatic- Searching by Nickname and last name/maiden name

    3 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Joshua commented  · 

    Also Findomatic should search whenever we enter the first name + middle name + Last name . Findomatic doesn't seem to do too well when I enter a middle name for the search.

    Joshua supported this idea  · 

  17. Add 'Accounting Code' field to available field mapping for LO Calendar Event Profile

    13 votes
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    3 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Joshua commented  · 

    This would be really helpful!
    Thank you!

    Joshua supported this idea  · 

  18. Add an alert on the import search results to identify automatic Annotations

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  19. Add column to indicate annotations in matching grid

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  20. We have observed that ​​Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).

    5 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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