ImportOmatic

Welcome to our official ImportOmatic feedback forum. Do you have an idea? Do you recognize a good idea when you see one? We want to hear from you!

  1. list management include email in columns

    Add email as an available column when viewing a list.
    Some acquired lists don't include name information - so email is the most unique identifier.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. ability to show name of source data file in the profile

    Create a place in the profile to store the name of the source data file so you can easily locate it or the query used to create the source file if it isn't used so regularly that you remember the file name.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a STOP button to the import process to roll back entirely, or at least abort.

    There can be times when you are in the middle of an import of a large file and you realize that something is not going well, and you would like to start over, after re-examining the file. I would like to at least quit the import, if not roll it back entirely.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    This feature has been added in version 1.8. Click the “Close” button on the progress form, or click the Escape button on your keyboard from the duplicate matching form or address processing form and you will have the option to cancel the process.

  4. Allow gift linking to solicitors by alias

    Let gift linking be available to solicitors by alias in addition to import id and constit id.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. auto-populate campaign & appeal specified as defaults on a Fund record in RE when mapping fields

    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.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow user selection before overwriting name/title fields

    Have an interactive box similar to the Address Processing Form for changes to the Name or biographical fields of a record or the spouse record (title, suffix, name, gender, marital status). You should allow profile settings to have a selection that will always overwrite, never overwrite, or open the interactive window so they can make a decision on a case-by-case basis. Then if a list definitely has good data, you can skip the interactive window. However, if you aren't sure of the data quality, you can view and evaluate before having changes made to your data.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. List Management - Need to have appeal code list shown alphabetically

    Using List Management - Workflow – Task Set – Add – Assign Appeal – Value……it's the 'Value' list that shows with no rhythm or reason. This needs to be alphabetical – we have thousands of appeal codes and its almost impossible to locate the exact one to apply to the list by using that drop-down box.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Automatically Reciprocate relationships when promoting a non-constituent with Findomatic

    FINDOMATIC: When promoting a non-constituent today, the relationship is one-directional. Relationships should always reciprocate or at least give the user the option to choose to.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Auto-populate the address "Date From" field when creating a new address

    Default "Date From" on a new address with today's date (or gift date, if specified?).

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. multiple attributes

    Import multi-value attributes that will update existing values or add new values without deleting the current values.

    We categorize contacts on several levels and can't update multi-value fields with importomatic because it deletes existing information.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Default Dates from Process Date

    Default new Individual Relationship dates from process date. Also other instances where a Date From is required, such as when adding new Business Relationship information.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Update Individual/Organisation Relationship Address only (no affect on main constituent address)

    Allow the import and update of Individual and Organisation Relationship Addresses without changing the main constituent address.

    e.g. ABC company is at PO Box 123, Employee John Doe works at Warehouse 1. Should be able to update John Doe's Address to Warehouse 2 without affecting ABC company's address.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    There are two areas in the profile where you can instruct ImportOmatic to break the link between an individual’s address and the employer’s address, depending on how the information is being imported. This allows you to add a new business address just to the individual or the organization relationship, without changing ABC Company’s constituent record address.

    If you are importing the address to the primary constituent (Constituent Address Field), make sure to review the last 2 settings in Addresses – New Preferred Address: http://omatic-importomatic.helpdocsonline.com/new-preferred-address

    If you are importing the address as a relationship address (Organization Address), review the break link settings in Relationships: http://omatic-importomatic.helpdocsonline.com/relationships

  13. Add option 2 treat ConsID value as FinderID if contains ltrs

    Would help with differentiating between ConsID & Finder File ID when in same column. Important difference during gift import.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Label dictionary and function columns in field mapping

    Currently in IOM field mapping you have to hover your mouse near the top of the column header to know which of the right-hand columns are for applying dictionaries and functions. Most users get used to knowing which is which, but a symbol at the top (or the letters D and F) would be helpful. Adding the "books" symbol for dictionaries to appear in the column header next to the "#" column, followed by the "gear" symbol for functions to the right of that would make sense and cut down on confusion for new users. At a glance the profiles…

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow refreshing of an attached spreadsheet to a current profile

    I think it would be very beneficial to be able to refresh a spreadsheet automatically within a profile instead of having to insert/delete any columns that have changed since the profile was created. For example, I created a profile yesterday and attached a spreadsheet to it. Today I added 9 fields in different areas to the same attached spreadsheet. It would be wonderful to be able to re-attached the spreadsheet, or refresh the link, instead of having to figure out what columns I need to insert/delete, above or below.
    I hope this makes sense to other members!
    Barbara Schlichter

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    In the upcoming 3.0 release we added the ability to update the field mapping based on a new file without altering any of the other profile screens. In addition, we added the ability to copy a profile and reset the field mapping based on a file in the new profile while still keeping all of the other screens the same as the copied profile.

  17. Sorting of record type drop down should be alphabetical

    IOM should list the record type drop-down alphabetically so that end-users can find what they are looking for more easily. I contacted support because I could not find the Fund Relationship type as it is listed just under Participant and just above Assigned Solicitor rather than being grouped will all the other relationship types (Individual, Org, etc...)

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We’ve improved the process of field mapping, including alphabetizing the specific fields. You’ll need to update to version 3.4.0.0 or higher of ImportOmatic to take advantage of this new feature.

    Thanks for the great suggestion!

    -The Omatic Team

  18. Have separate parameters for addresses that are over and under the similarity score

    We can choose whether to add, show the form, or ignore addresses that are less than the similarity score setting. Please add the ability to separately set whether to add, show the form, or ignore addresses that are greater than or equal to the score.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Import Gifts to Batch using a Batch Template

    We are Importing Gifts daily to Batches and processing via EFT. The Batches have to be edited each time. Hours could be saved if the Gifts were imported into a Templated Gift Batch.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. add title 1 to duplicate search criteria

    There is an issue where we don't have the first name because there is no title field to cross-reference. So J Stirling could be a man or a woman. We can't assume that it is the person we are looking for so we have to come out of ImportOmatic and check each record like this to see if it is a duplicate or a different person at that address with the same starting initial.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Title1 is one of the available duplicate search criteria fields. I believe that you are looking for the title1 to be displayed in the duplicate search results.

    Version 3.3 of ImportOmatic includes many improvements to make reviewing your duplicate search results easier, such as custom columns (Title 1), a static top row when scrolling, sticky sizing more!

    You can download the latest version of ImportOmatic here: http://www.omaticsoftware.com/Forums/tabid/108/aff/12/Default.aspx

  • Don't see your idea?

ImportOmatic

Feedback and Knowledge Base