ImportOmatic

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  1. Add the ability to pause an import

    It would be nice to be able to pause an import, head into mail, query, etc, and then resume importing at a later time!

    248 votes
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      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow choosing of email/phone type when matching records

      I know that we can set it to create a new type (email 2, etc) but ideally I would like to be able to choose every time which type the new phone/email will go under. The major reason for this is Spouse Email. If we import a transaction from a spouse with their name and email the spouse is matched correctly, but their email is set as the new default email for the whole record instead of being put in "spouse email".

      Basically we want to be able to treat emails matched by spouse records differently than ones matched to…

      146 votes
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        4 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Match on the actual phone number (not just type) when importing phone numbers

        We would like the ability to match on the actual phone number or email (not just phone type) when importing phone numbers. We have a file of wrong phone numbers from our phonathon vendor. I would prefer to update these numbers through IOM instead of manually updating the records one by one.

        128 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →

          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).

        • Allow easy removal of duplicate addresses on the fly

          Per this article in the user forums, it would be helpful to be able to clean up duplicate addresses automatically or easily while running through address processing during import.

          http://www.omaticsoftware.com/Forums/tabid/108/aft/1308/Default.aspx#3144

          123 votes
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            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Move old phone number to next sequantial number

            Currently I can bring in a phone number to the next available # if that #1 is alreday taken. However, I want to bring in the new phone number as #1 and move the existing #1 to number 2, etc. The only option I have now is to move it to an attribute. So now I have to query on those attributes and move them to the next available slot.

            123 votes
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              5 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Update dictionary table entries

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

              78 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • 75 votes
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                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Import comments for Major/Minor fields

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

                  75 votes
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                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 70 votes
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                      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • create "If...then...else" enabled fields to choose between values from different fields

                      I would love to make use of this feature, especially, if one field is not blank, use that value, but otherwise use the value of a different field. Just like a Word merge! How hard could it be?! LOL! Come on, Omatic, you could do it!

                      69 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • 69 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • allow for the importing of soft credits. Currently IOM does not allow soft credits to be imported on their own.

                          We have a need to apply soft credit to a spouse when the other spouse has made a gift. At some point when 2 constituents are found to be related, we need to apply the soft credit to the other spouse. We use SQL to create an import file to apply the missing soft credits via R/E import. We would like to perform this same function using IOM.

                          49 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Update former employer relationship and reciprocal fields

                            I would like to add the following functionality to Import-O-Matic: If an individual has a current primary employment relationship, and the
                            file I'm importing contains a new primary employment relationship, there should be a way to automate it so that the following steps are taken with
                            the old primary employment relationship:

                            1. "Employee" check box is unchecked

                            2. Relationship and Reciprocal changed to "Former Employer" and "Former
                            Employee"

                            46 votes
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                              4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow for more thorough checking of previous education records.

                              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.

                              43 votes
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                                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Email and Phone fields in Duplicate Criteria sets

                                Please include Phone Number and Email address fields in Individual Duplicate Criteria set building. I.e. It should be possible to have [FirstName, LastName, Email] or [FirstName, LastName, Phone/Mobile] as a criteria set.

                                Some of the data files we receive only have 3 fields: first name, last name and a phone number or email address. In the absence of an actual phone/email field in the criteria set, the search tool becomes overzealous and returns every possible match for first name and last name only - this list can be very long, the matches are very crude & irrelevant making the import…

                                42 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Apply defaults on spouse promotion

                                  When a non-constituent spouse is promoted to constituent record the default settings for new constituent are not applied. In our case that means no default constituent code, salutation, addressee, or nickname. There should be a checkbox with the spouse promotion option to apply a default set.

                                  40 votes
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                                    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Move Virtual Fields up or down

                                    Allow users to move the Virtual Fields up or down in the view. This way as they make updates to the file, they can move all fields that may need to be updated for each run to a certain part of the list instead of having to search line by line.

                                    38 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add gift attributes to existing gifts

                                      Allow an IOM profile to add gift attributes to existing gifts.

                                      35 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Calculate Gift Benefits

                                        Calculate the 'Total Benefit/Value' on the Gift Benefits Button based on the imported values of 'Count' and 'Unit Cost' so that the correct receipt amount will then be calculated on the gift record. Currently the 'Total Benefit/Value' field is left with a value of $0.00 and therefore the receipt amount reflects the full gift amount (see attached screenshots).

                                        33 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Remove assigned appeals in mass in List Management

                                          when you add an appeal in error, there is currently no way to remove this appeal except one by one. if the list is large, it will take hours to remove it.

                                          31 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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