Art Bryman
My feedback
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32 votes
An error occurred while saving the comment Art Bryman
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1 voteArt Bryman
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54 votes
An error occurred while saving the comment Art Bryman
commented
A "Last name>Maiden Name" button would also be useful, as that's a vast majority of last name changes.
Art Bryman
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1 voteArt Bryman
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3 votes
Hi –
We are currently evaluating how we can improve the experience and workflow around multiple pass imports. We would like to have a conversation to better understand your needs, what scenarios required multiple pass imports, and other pain points. You will have the opportunity interact with prototypes and shape the user experience for this feature. If you would like to talk with our Product Development team about this, please email: darinc@omaticsoftware.comThanks,
Darin Cavanaugh
UX Designer | Omatic SoftwareAn error occurred while saving the comment Art Bryman
commented
This is definitely something I would love to have. I'm importing lots and lots of old data, so I use splitomatic to break up the import files into 500-record chunks. It would be great if IOM created a folder, named same as the import file, that had the updated full file, updates, exceptions, and performance log. Considering that IOM keeps track of which folders the files go into already, this would be a fantastic addition.
Art Bryman
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74 votesArt Bryman
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82 votesArt Bryman
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99 votes
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).
Art Bryman
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27 votesArt Bryman
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27 votesArt Bryman
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48 votesArt Bryman
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67 votesArt Bryman
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166 votesArt Bryman
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3 votesArt Bryman
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8 votesArt Bryman
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3 votesArt Bryman
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2 votesArt Bryman
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An error occurred while saving the comment Art Bryman
commented
I agree! Finding a relationship doesn't help if I can't open the constituent record.
Also, I think this idea should be renamed to "Open Constituent When Relationship is Found in FindOmatic."
This would be fantastic! If a connector is made, it should include the ability to pull data from multiple organizations. Eventbrite accounts can have multiple organizations, with multiple organizers - but user accounts can only be assigned to organizations, not organizers. Also, there's no centralized reporting - so every report has to be pulled separately, from each organization. It would be very helpful to pull all transactions, from all organizations.