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. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Recommend using a UNC (rather than drive letter) for Exception Files Folder

    (especially if referencing a drive mapping)

    to prevent an error when using scheduler because the drive (mapping) is not present when not logged on.

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  13. Change the mapping of phone/email attribute

    Raiser's Edge has moved phones/emails from address to their own record. However, Importomatic is still mapping the attribute to address attribute instead of constituent attribute. This should be changed so that the data is consistent.

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  14. Make "Change Data Source" into a button

    To make this option more visible, instead of just a link (highlighted in blue), change the link into a button same as the "Save" button at the bottom of the profile screen window.

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  15. Allow users to import constituents into a constituent batch

    It would be really useful to be able to import new constituents into a constituent batch in RE and to be able to add or update constituent information for existing constituents in a batch as well.

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  16. 1 vote
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  17. In Merge o Matic, there should be a way to "bulk" mark records as Not A Duplicate

    While reviewing records in Merge of Matic, you should be also able to "Bulk" mark records as Not A Duplicate.

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  18. Prenote Mail Merge PRIMARY CONTACT ADDRESS wrong

    From a users perspective, the PRIMARY CONTACT ADDRESS should be talking about the organization's address, however you have this pulling in the EFT bank address. Why is it called the Primary Contact Address then and not the Bank Address. Incidentally, we have no use for the bank address and cannot address our prenote template with anything other than the organization name because you don't offer the contact address as a mail merge option. Because we deal with many chapters and affiliates or a larger organization, it is vital for us to specify the organization's address (e.g. American Red Cross). My…

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  19. 1 vote
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  20. Update/replace existing notepad types

    I am currently in need of changing a subset of notepad types on thousands of records and the global change function in RE will not work as I need to change a subset of all the notepad types, not all of them. It would be great if there was a way that IOM could map to specific notepads in order to make edits to them.

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