(especially if referencing a drive mapping)

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

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.

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.

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.

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

We need to add a cancellation reason to a recuring gift record.

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.

When FindOmatic is configured to be used with gift barcode in gift batch entry, non-constituents are automatically promoted to full constituents, even when the option to never promote relationships is selected. This is especially problematic when the only match is a non-constituent and is then immediately inserted into the batch and promoted without any warning.

I understand that this is an intentional part of the design, but I believe the user should be able to control this feature. This issue has resulted in numerous records being created that should not exist.

It would be helpful to have a log of processing when importing or exporting. In particular, the message received after an Export using the Luminate Group Sync Connector usually doesn't make sense as far as number of constituents added or removed. A log file of processing would allow me to see exactly who was added or removed. There are also times during an Import where it's not clear on what data is being updated (again using a Luminate Connector).

For under 18s to our events, we do not record personal details. Instead we attached them as one anonymous children record to the parent record. We record the number of children in the total number of the Guest Number box. If would be helpful if we could import this.

When exporting a dictionary, the filename should be automatically populated with the dictionary name.

For bonus points: if an import option is ever added, the dictionary name should auto populate from the filename.

Allow this field to imported through the profile.

allow for randomization in segment omatic a common feature in any appeal

On error level X DO Y

in the absence of functional error handling in the GUI it would at least be possible to email someone when an error of type X occurs.

Gifts that are meant to be a pledge payment or recurring gifts are in batches to be imported to RE. It would help if these gifts, would be kicked into an exception file so that they may be recorded as such. In RE/Config/Business Rules/Batch Options/When adding a gift to a batch, warn if constituent has Outstanding Pledge balance or Outstanding recurring gifts.

At the moment the error messages are pretty generic when a merge fails.