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49 results found

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

   188 votes

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   under review  ·  18 comments  ·  Omatic Cloud  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  May 8, 2025

2. account notes

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   3 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

3. Allow duplicate Organisational Relationships without them being non-constituent

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

4. Notes about the profile

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

5. Add the ability to import multiple Gifts with 1 profile

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

6. Update former employer relationship and reciprocal fields

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   4 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

7. Allow for more thorough checking of previous education records.

   24 votes

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   2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

8. Add gift attributes to existing gifts

   40 votes

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   4 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

9. Update dictionary table entries

   51 votes

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   1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Joshua supported this idea  ·  Jun 1, 2020

10. Import comments for Major/Minor fields

    44 votes

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    11 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua supported this idea  ·  Jun 1, 2020

11. Option to Stop the Import at any point

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua shared this idea  ·  Jun 1, 2020

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

    50 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua supported this idea  ·  Jun 1, 2020

13. Offer a cancel / abort button on the duplicate screen

    7 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua supported this idea  ·  Jun 1, 2020

14. Search Execute button for Findomatic, Eventomatic, List Management, etc.

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    1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua commented  ·  Dec 11, 2018  ·  Delete…

    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.

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    Joshua shared this idea  ·  Apr 24, 2018

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

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua shared this idea  ·  Dec 11, 2018

16. Default option for findomatic search type

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua supported this idea  ·  Dec 11, 2018

17. Findomatic- Searching by Nickname and last name/maiden name

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    1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua commented  ·  Dec 11, 2018  ·  Delete…

    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.

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    Joshua supported this idea  ·  Oct 9, 2015

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

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    13 votes

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    3 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Delete…  ·  Admin →
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    Joshua commented  ·  Nov 12, 2018  ·  Delete…

    This would be really helpful!
    Thank you!

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    Joshua supported this idea  ·  Nov 12, 2018

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

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua supported this idea  ·  Aug 24, 2018

20. Add column to indicate annotations in matching grid

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Joshua supported this idea  ·  Aug 24, 2018