Skip to content

Kevyn Barnes

← Customer Feedback for ImportOmatic

My feedback

14 results found

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

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    started  ·  1 comment  ·  Omatic Cloud  ·  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
    Kevyn Barnes supported this idea  · 

  2. Ability to review all data being imported

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Omatic Cloud » Blackbaud CRM  ·  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
    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

    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

    4 comments  ·  Classic Products » ImportOmatic  ·  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
    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

    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 » ImportOmatic  ·  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
    Kevyn Barnes supported this idea  · 

  5. Matching on middle names and birthdates

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  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
    Kevyn Barnes supported this idea  · 

  6. Applying Gift to Head of Household (HOH)

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  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
    Kevyn Barnes supported this idea  · 

  7. Allow matching on fuzzy address formats

    91 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    under review  ·  6 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  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
    Kevyn Barnes supported this idea  · 

  8. Have a repository for transformations

    155 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    under review  ·  9 comments  ·  Omatic Cloud  ·  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
    Kevyn Barnes supported this idea  · 

  9. Match on Existing Consent Records

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  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
    Kevyn Barnes supported this idea  · 

  10. Head of Household - RENXT

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  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
    Kevyn Barnes supported this idea  · 

  11. Add percentage of match results to ready buckets

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Omatic Cloud  ·  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
    Kevyn Barnes supported this idea  · 

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

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Omatic Cloud  ·  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
    Kevyn Barnes supported this idea  · 

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

    78 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  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
    Kevyn Barnes supported this idea  · 

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

    188 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    under review  ·  18 comments  ·  Omatic Cloud  ·  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
    Kevyn Barnes supported this idea  · 

Feedback and Knowledge Base

(thinking…)