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17 results found

1. Have a search function within all aspects of IOM (Dictionaries, inside Profiles, among all profiles, etc.)

   10 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn shared this idea  ·  Jul 31, 2019

2. Be able to view full name of Gift Default in order to select correct default set

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   5 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn shared this idea  ·  Jan 23, 2019

3. Calculate Gift Benefits

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   11 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn shared this idea  ·  Mar 16, 2018

4. Change Duplicate Search Method

   7 votes

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   1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn supported this idea  ·  Aug 8, 2017

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

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   1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn shared this idea  ·  Mar 27, 2017

6. Scoring Deductions

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   0 comments  ·  Classic Products » MergeOmatic  ·  Delete…  ·  Admin →
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   Terilyn supported this idea  ·  Feb 17, 2017

7. Email and Phone fields in Duplicate Criteria sets

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   29 votes

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   2 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn supported this idea  ·  Feb 17, 2017

8. Apply defaults on spouse promotion

   14 votes

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   3 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn supported this idea  ·  Sep 21, 2016

9. VIP Processing should look different from regular processing

   6 votes

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   0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Terilyn supported this idea  ·  Jul 18, 2016

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

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    1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Jul 1, 2016

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

    7 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Jun 20, 2016

12. Ability to update existing List Management action note

    3 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Dec 29, 2015

13. Move old phone number to next sequantial number

    74 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Dec 29, 2015

14. 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  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Dec 23, 2015

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

    3 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Dec 11, 2015

16. 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  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  May 1, 2015

17. Allow clients to point more than one csv file to one IOM profile during import process

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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    Terilyn supported this idea  ·  Jul 29, 2014