Entering multiple gift adjustments is tedious. It would be great to be able to import these instead. I provide the gift import ID, IOM creates the adjustment based on my import file.

It would be great if IOM could uncheck the "No Valid Address" checkbox when a new address is added.

This would be a different option than importing a new preferred address and changing the old preferred to alternate. By copying the old preferred to alternate first and then updating the old preferred, the sharing would stay intact.

We get education records from our school that sometimes are duplicates of old records. This may be because a alumnus goes back for one class, or for any other reason. It would be great if IOM would check for duplicate educational records like it checks for addresses. Based on what it can check for now, I don't quite get the amount of control I would like to have to make sure everything is working properly.

If it were like the address match feature, that would be fantastic! Thank you.

Importing information that pertains to all records in the data file sometimes means that it has to be duplicated. This can cause extra work on the incoming data files if an Attribute has to be imported for each record. Moving this to a Default Set is a great way to not only apply this one action to many imports (thus reducing overhead and time spent), but also draw upon the Attribute tables that are already in RE and accessible through the Default Set menu.

Will you please add the ability to import the "Do Not Contact" flag for phone number and emails to Import-O-Matic?

you can auto-populate campaign and fund for the appeal, so it would be nice to do it from the fund to for unsolicited gifts, which we have a lot of.

We have a file that comes with multiple fund designations for the same gift. The way our file comes is with the 2 funds and the amount to go to each fund all in the same row. It would be great if IOM could process gifts like this instead of having to have multiple rows.

Ability to update the dictionaries with newly added table entries. Currently the dictionaries do not automatically update the table entries.

It would be very handy to be able to choose which fields appear in the constituent match screen. This would enable us to turn off fields we don't currently match on like birth date.

Please add the functionality to be able to copy dictionaries. This is helpful for us when working with Campaigns, Funds and Appeals. We populate the Campaigns and Appeals based on the Funds. Once I have the dictionary set up for one, I would like to copy the same settings for the other.

Add Middle Name in the fields available to set for Individual Duplicate Criterias (Omatic Configuration > Duplicate Criteria > Individual Duplicate Criteria)

Please add the ability to import Major Comments to education relationships.

Please have the import evaluate all fields in an attribute, update exisiting if attribute category and description are the same and add a new attribute if any field is different and ignore if all fields are the same

We would like to update existing gifts with attention to Recurring Gifts. Our Recurring Gifts are often upgraded through Telemarketing and we need to update the Donation Amount, Appeal, Package, and Date through a Gift Amendment and often change Payment information on the Gift.