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Sara Robich

← Customer Feedback for ImportOmatic

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14 results found

  1. We have observed that ​​Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).

    5 votes

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

  2. Allow gift attributes data to be imported when importing new gift data via ImportOmatic

    1 vote

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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    Sara Robich shared this idea  · 

  3. Add gift attributes to existing gifts

    38 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Sara Robich supported this idea  · 

  4. Ability to limit who can install an upgraded version of IOM

    3 votes

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

  5. Move old phone number to next sequantial number

    74 votes

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

  6. 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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    Sara Robich supported this idea  · 

  7. Include phones and emails in the side by side comparison window

    13 votes

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

  8. 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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    Sara Robich supported this idea  · 

  9. Add the ability to pause an import

    166 votes

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

  10. Duplicate Search Matching Results-add "Add as New Record and Link as Relationship" button

    8 votes

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

  11. Add an alert on the import search results to identify automatic Annotations

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  12. It would be great if there was an option to add Constituent ID to output files like it currently can add Import ID.

    8 votes

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

  13. Ability to control which users can see specific import profiles

    18 votes

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

    There are a few ways we can address this issue, based on current and planned functionality in ImportOmatic. If you haven’t already done so, we recommend adding Tags to your profiles, which will allow users to quickly filter to the profiles they want to see.

    However, we’re also considering the ability to restrict profiles to specific users. We would love to hear more comments on how your team divides responsibility for different profiles. Do the same people who run a profile also create it? Do multiple people on a team need access to the same profile, but not other teams? What’s your scenario?

    Thanks, and we’re looking forward to hearing more feedback!

    The Omatic Team

    Sara Robich supported this idea  · 

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

    99 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).

    Sara Robich supported this idea  · 

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