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Kiana

← Customer Feedback for ImportOmatic

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15 results found

  1. Advanced address processing screen in the Omatic Cloud is needed

    111 votes
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    under review  ·  11 comments  ·  Omatic Cloud  ·  Admin →
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    Kiana commented  · 

    I second what Ellie said- We need to be able to add new address and move old to a designated prior address type and add end valid date.

  2. Allow adding Benefits to existing gifts via IOM import

    2 votes

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

  3. Add ability to only add certain mapped fields to new records

    62 votes
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    4 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kiana shared this idea  · 

  4. Convert existing dictionaries to transformations

    21 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Kiana supported this idea  · 

  5. Global Add New button in 1:N

    11 votes
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    under review  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Kiana supported this idea  · 

  6. Increased Email Import Capabilities

    11 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kiana shared this idea  · 

  7. Map to email comments in RE

    1 vote
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kiana supported this idea  · 

  8. Update email address type when importing new email

    3 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kiana supported this idea  · 

  9. create "If...then...else" enabled fields to choose between values from different fields

    48 votes

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

  10. Move old phone number to next sequantial number

    74 votes

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

  11. 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).

    Kiana supported this idea  · 

  12. Ability to Change Existing Email Type to a Specified Type (i.e. Email 1, Email 2, Email 3)

    2 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kiana shared 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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    Kiana commented  · 

    Another idea is to change the option to (or make a new option to) add old as attribute to, to "add old as email type: ***" and let us choose the appropriate email type OR say do the inverse of "assign to next available number" but put the option as add the import value as new and change existing to next available number.

    Kiana supported this idea  · 

  14. Update existing phone/email number to the one on the import and to move the existing matching phone type to a different number

    11 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kiana commented  · 

    YES!!!! This is so important. Simply change add old as attribute to "add old as email type: ***" and let us choose the appropriate email type OR say do the inverse of "assign to next available number" but put the option as add the import value as new and change existing to next available number.

    Kiana supported this idea  · 

  15. 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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    Kiana supported this idea  · 

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