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Kevyn Barnes

← Customer Feedback for ImportOmatic

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14 results found

  1. Make unmapped fields used in Record Match Search available in Summary Grid View

    12 votes
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    started  ·  1 comment  ·  Omatic Cloud  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  2. Ability to review all data being imported

    11 votes
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    1 comment  ·  Omatic Cloud » Blackbaud CRM  ·  Admin →
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    Kevyn Barnes commented  · 

    This would be great, especially since we can't do much conditional matching on the non-biographical data. For instance, I may have the formula set up to add a certain Raiser's Edge attribute/custom field for all new constituent records that are created or to add that attribute if the matched constituent doesn't already have one, but I may or may not want to overwrite/update the field if it is already present. Having the side-by-side of what is coming from the formula versus what is already on the record -- just like with the constituent matching criteria -- would be useful to knowing whether I need to edit or remove the data that is about to be uploaded

    Kevyn Barnes supported this idea  · 

  3. Add gift attributes to existing gifts

    40 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Kevyn Barnes commented  · 

    The ability to match on Gift ID and update existing gifts would be incredible. The Raiser's Edge import/global add/global change is really lacking and it would be of tremendous value if IOM could do this much like constituent matching/constituent attributes matching or updating.

    Kevyn Barnes supported this idea  · 

  4. Allow import of gift specific data on existing gifts

    7 votes

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

  5. Matching on middle names and birthdates

    4 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  6. Applying Gift to Head of Household (HOH)

    7 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  7. Allow matching on fuzzy address formats

    85 votes
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    under review  ·  6 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  8. Have a repository for transformations

    150 votes
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    under review  ·  9 comments  ·  Omatic Cloud  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  9. Match on Existing Consent Records

    8 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  10. Head of Household - RENXT

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

  11. Add percentage of match results to ready buckets

    13 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Kevyn Barnes supported this idea  · 

  12. Setting Formatting for Primary Addressee & Salutation for New Constituents Only

    28 votes
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    4 comments  ·  Omatic Cloud  ·  Admin →
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    Kevyn Barnes supported this idea  · 

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

    76 votes
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    5 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kevyn Barnes supported this idea  · 

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

    182 votes
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    under review  ·  17 comments  ·  Omatic Cloud  ·  Admin →
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    Kevyn Barnes supported this idea  · 

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