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. To import organization using importOmatic

    when using IOM to do imports, organizations get to destination as individual. it will be nice to have them arrive at destination as organization

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  2. help people add meaningful descriptions to dictionaries when creating them during training.

    There is so much new to learn during training, especially with dictionaries. I had a problem with mine and when I went to check them I didn't know if I used long description or short ID and did I use appeal or name of event....everything is so similar - it was hard to tell what I used. If I had a better description it would have saved me some time in the trouble shooting and adding new entires.

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  3. Remove 'date to' (make the date blank, empty) from organisation relation records and constituent codes date to.

    I really need IOM to empty the 'To date' of constituent codes and organisation relationship records. In our organisation its common that employee, stopped working and aftersometime they start again.
    I want to empty the date when they come working again. Why isn't possible to empty a date?

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  4. Conditionally preserve status and participation

    Please include an option to conditionally preserve current Status and Participation.

    In our organisation, certain Status and Participation types take priority, so it would be nice to be able to tell ImportOmatic: “If the constituent's current registrant status is Registered, keep that field as it is”. or “If the constituent's current participation type is Gold Bond, don’t overwrite it with Own Place”. We would happily settle for the records to be treated as exceptions. i.e. “If the constituent's current participation type is Gold Bond, treat as an exception” or “If the constituent's current registrant status is Registered, treat as an…

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  5. view phone fields in advanced address processing

    need to compare current phones to new without opening address during advanced processing

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  6. IOM API function for RG amendment

    It would be great to have an IOM API beforeSave and afterSave function for RG amendment

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  7. Updates to functionality for Mac users

    Unable to remove dictionary options or use Find O'Matic in connection with List Management using an Apple computer.

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  8. Prenote email options

    We need the ability to select the setting for the prenote emails like we do the regular setting EFT: For AP EFT notices use contact name and email from ----Vendor EFT Bank Contact. This automatically defaults to the Vendor Contact which is not where we are keeping the EFT specific contacts

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  9. Convert ZIP to city and state

    Add ability (whether through Omatic Data Service or through API) to convert ZIP codes to a city and state.

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  10. Display spouse first and last name next to the constituent name in the first row of the Duplicate Search results screen

    Currently, even when the spouse first and last name are specified in the incoming data, they are not displayed next to the constituent name in the first row of the Duplicate Search results screen. They will only be displayed when the spouse relationship itself is being matched. Apart from that, the only way to view the spouse information during importing is to double-click the first row to display all of the incoming fields.

    Although the profile configuration allows for columns to be displayed for the spouse's first and last name, this does absolutely no good if the names are not…

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  11. Ability to move the configurations up or down

    It would be nice to be able to move the configurations up or down so that we can keep ones that are in the same field together.

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  12. MailOmatic Plugin bug previously fixed is back in version v1.1.1.15

    When we uploaded to this new version we got the bug back that was previously fixed. After being in the plugin and closing, the enter and tab keys on our keyboards no longer work in FE, only the mouse clicks. If we exit FE and re-enter, it clears the problem but this is time consuming. Please figure out how to fix it again quickly. Thanks

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  13. Provide some real time tech support. So much time wasted trying to trouble-shoot without a live person who has technical expertise.

    The user guide does not provide much help when trying to trouble-shoot an issue. Frustrating to have to wait 48 hours to get a question answered.

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  14. Allow Relationship Type and Reciprocal Type to Be Different

    Currently the configuration settings for "spouse grouping" only allow the relationship type between people to be the same, like "spouse and spouse." It would be great if you could name one group one type, and the other group a different type, like mothers and daughters, and fathers and daughters. This would better handle family relationships and save time from doing global changes in RE to assign the correct relationship types.

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  15. Include check boxes to select which updates we do/do not want to make.

    It would be great to have the address update section work like the Title/First Name/Last Name/Gender/Salutation prompt, where you can check or uncheck which updates you want to make. Frequently a record comes in with a new phone or email address we want to update, but for one reason or another, we do not want to update the mailing address. Having a check box format would be more efficient than having to skip the record or make a manual edit to the record coming in Add with Edits.

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  16. Pass a parameters to the import profile from the scheduler

    It would be nice if we can pass the start and end date/time parameters to the import profiles from the scheduler. We scheduled various import profiles that we would like to run on the same date/time every day.

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  17. Allow importing Luminate Constituent Updates based on Last Modified By

    Allow an import profile be created based on Luminate's Last Modified By field. Currently there is not a way to filter which constituent updates to import into Raiser's Edge. When exporting an LO Group Query from RE to LO, it updates the Last Modified Date and Last Modified By field on the constituent record, so then Importomatic will pick up these constituent updates to import into RE while no actual change happened on the constituent record. This can amount to thousands of unnecessary imports.

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  18. Add ability to link existing proposals with existing media

    Similarly to how you already link existing actions to existing proposals it would be very useful to be able to link existing media to existing proposals.

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  19. ScoreOMatic - Projecting Donor Level for CY/FY Based on Recurring Gift Amount

    It would be very cool if ScoreOmatic could score records and create a donor level calculation based on the number of installments projected within a date range. So if the recurring gift is $100/2 x month, then withing a 12-month period, thats $1200 and puts them at Visionaries Level or something like that.

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  20. To have additional matching educational relationships when importing degreed records

    We have a scenario where a constituent received two BS or two MS degrees from the same School/College Name on the same Graduation Date but for two different majors. We want these degrees to be imported into Raiser's Edge as two individual degreed records. With the current available options, we could only base on the option of matching "School Name, Degree and Graduation Date". However, with this option, ImportOmatic creates only one single degreed record with two different majors in Raiser's Edge. It will be very helpful if Omatic can add another option for matching "School Name, Degree, Graduation Date,…

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