Skip to content

Jen Claudy

← Customer Feedback for ImportOmatic

My feedback

8 results found

  1. Add the "Customize Columns" functionality to the Segmentation Results profile view in order to add or remove columns from the view

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jen Claudy commented  · 

    If this means the ability to see more than Constituent ID, Name, Segment, Committed, then yes, please!

    Jen Claudy supported this idea  · 

  2. PLEASE give the appeal grid more love. Entirely too many clicks and keystrokes!

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jen Claudy commented  · 

    At best, it would be great to be able to import to this grid to populate this section. At least it would be nice to have useable keyboard shortcuts. Tab to move from field to field (without needing to click to activate the cell) and changing the type-to-select from only the first letter (typing "appeal" ends up on the first table entry starting with "L") to the actual entry (typing "appeal" ends up on the first table entry starting with "appeal").

    Jen Claudy supported this idea  · 

  3. Have a "Save" and a "Save and Close" option

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jen Claudy supported this idea  · 

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

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jen Claudy supported this idea  · 

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

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jen Claudy commented  · 

    Basic sorting should be available everywhere... It would also be great to be able to mark either/both as Inactive and hide those (like in IOM).

    Jen Claudy supported this idea  · 

  6. Allow option to search segmentation for specific record

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jen Claudy supported this idea  · 

  7. Add a column indicating how long the profile took to run the last time.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jen Claudy commented  · 

    Would also love to see User information like in IOM (Created By, Last Modified By, Last Run By). Either in a column or in a Properties Window.

    Jen Claudy supported this idea  · 

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

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Classic Products » SegmentOmatic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jen Claudy commented  · 

    I thought during the demo that we were told that Appeal and Packages could be loaded with an Import. That would be most efficient! Every month I do a renewal mailing that includes 2 Appeals and a total of 88 Packages (64 and 24).

    Jen Claudy supported this idea  · 

Feedback and Knowledge Base

(thinking…)