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Nicole Kennedy

← Customer Feedback for ImportOmatic

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23 results found

  1. Match to an existing email address on a constituent record and edit phone type for that specific email

    7 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 
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    Nicole Kennedy commented  · 

    For 7.95 or higher, the ability to mark inactive as well and change the phone type.

  2. Scoring Deductions

    10 votes

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    0 comments  ·  Classic Products » MergeOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  3. Email and Phone fields in Duplicate Criteria sets

    27 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  4. Apply defaults on spouse promotion

    14 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  5. VIP Processing should look different from regular processing

    6 votes

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

  6. List Management- Globally add, change, delete and import

    13 votes

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

  7. Use entire address for similarity score scoring

    14 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  8. Automate the population of benefits on participant and gift records

    7 votes

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

  9. List Management- Ability to merge list member records without promoting to full constituents

    12 votes

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

  10. When skipping a row, allow user to input a note for the Exceptions file

    4 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy commented  · 

    That is correct! I won't always be able to base the exception on a specific field from the data file. I could skip a row for a multitude of reasons that don't involve the data row. It may be the record it is trying to match to in List Management or RE that I need to handle before allowing the match.

    Nicole Kennedy shared this idea  · 

  11. Ability to update existing List Management action note

    3 votes

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

  12. Ability to control which users can see specific import profiles

    18 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    under review  ·  AdminOmatic Software (Product Manager, Omatic) responded

    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

    Nicole Kennedy supported this idea  · 

  13. Move old phone number to next sequantial number

    74 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  14. Import constituents and non-constituents as participants in one import.

    7 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  15. Maintain which lists a record exists on when record merged (and is deleted source record)

    4 votes

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    under review  ·  1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy shared this idea  · 

  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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    Nicole Kennedy shared this idea  · 

  17. Integration with Blackbaud's NetCommunity

    7 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  18. Color Code Virtual Fields

    5 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 

  19. Move Virtual Fields up or down

    23 votes

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

  20. It would be great if we could mark the primary business address as the preferred address.

    27 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Nicole Kennedy supported this idea  · 
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