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Kelsey

← Customer Feedback for ImportOmatic

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34 results found

  1. Add option to load an appeal and all appeal packages in one step

    16 votes

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    2 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  2. Ability to move profiles and heirarchy templates in the list

    13 votes

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    3 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  3. Allow option to search segmentation for specific record

    6 votes

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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    Kelsey shared this idea  · 

  4. if a new last name is found in a data file, there should be a setting to copy the former last name to Alias.

    54 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  5. Change the export option to use Raiser's Edge export instead of Quick Letters functionality

    9 votes

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    2 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  6. Enable sorting of Segment results by Sort Key instead of Cons ID

    3 votes

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    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  7. Match on the actual phone number (not just type) when importing phone numbers

    100 votes

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

    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).

    Kelsey supported this idea  · 

  8. Move old phone number to next sequantial number

    74 votes

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

  9. allow for the importing of soft credits. Currently IOM does not allow soft credits to be imported on their own.

    27 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  10. Remove assigned appeals in mass in List Management

    9 votes

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

  11. Add the ability to pause an import

    166 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  12. Support the import of event participants' table numbers.

    25 votes

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

  13. Allow choosing of email/phone type when matching records

    82 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kelsey supported this idea  · 

  14. Update dictionary table entries

    51 votes

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