Joshua
My feedback
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1 voteJoshua
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An error occurred while saving the comment Joshua
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100 votes
Hi, Omatic here! After reviewing this request, we think we may have misunderstood Joan’s initial request when we responded quite awhile back. We’ve corrected the suggestion’s status, but we also included the initial response below for context. Please feel free to continue to vote on the idea and add your comments!
Previous response – Hi Joan, IOM already matches on any email address. We already have phone number matching scheduled for the next big release, but you can have it now simply by mapping your phone numbers as email addresses in your Import-O-Matic profile (RE treats phones and emails pretty much the same).
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54 votesJoshua
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74 votes
An error occurred while saving the comment Joshua
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Yes, the popup could appear anywhere on your screen(s) . Sometimes in inconvenient locations.
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4 votesJoshua
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27 votesJoshua
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23 votesJoshua
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18 votes
There are a few ways we can address this issue, based on current and planned functionality in ImportOmatic. If you haven’t already done so, we recommend adding Tags to your profiles, which will allow users to quickly filter to the profiles they want to see.
However, we’re also considering the ability to restrict profiles to specific users. We would love to hear more comments on how your team divides responsibility for different profiles. Do the same people who run a profile also create it? Do multiple people on a team need access to the same profile, but not other teams? What’s your scenario?
Thanks, and we’re looking forward to hearing more feedback!
The Omatic Team
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5 votesJoshua
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5 votesJoshua
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Yes this would be really helpful and could fix some issues!
One of the duplicate records could be in a specific List Management List. After we merge the records using the Raiser's Edge merge function, the surviving record is not in the List Management List anymore. This can cause real problems if one of our Executive Directors would like all the names from a specific List Management (LM) List exported. Names that were merged with duplicates might not be listed on this LM List anymore, and the Executive would not receive a complete list and would miss those constituents. This could cause some problems. Please fix!