Omatic exports output CSV files encoded with Unicode (UCS-2 LE BOM). This is not the standard encoding option, nad prevents us taking a csv file and importing it to another database without opening and saving the document again in the correct encoded format of UTF-8.

please add the option of encoding the output to UTF-8 or make this the default.

Thank You

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).

It would be helpful if there was the ability to merge list member only records with other list member only records without promoting to full constituents within 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.

Currently it is not possible to change the phone type (for example from phone1 to phone2 or from email to bademail). We would like to be able to specify in the import file when the type should be changed/what it should be changed to. This is needed when you have many data sources providing phone numbers or email addresses and you need to accomodate the BB rule of not duplicating phone types.

When adding a gift to a batch manually RE can warn you if there is an outstanding pledge or recurring gift payment and allows you to link the gift directly. It would be nice to have this functionality with an import as well.

Since we save our addresses (even after NCOA) there are often a lot of same or similar addresses. Currently the advanced address processing window pops up for each transaction and we click ignore. It would be great if we could choose to base the address only on the preferred address and skip this process.

As the number of import profiles and dictionaries has grown, it would be great to be able to search which profiles contain certain fields mapped or which dictionaries are used in which profiles. Also, within a specific import profile, it would be great to search for a specific mapped field to know if you've already mapped to a specific field and find where it has been applied quicker and easier. This would help manage our dictionaries and profiles better as our RE coding change and we need to update all relevant profiles, etc.

When updating phone numbers and emails, it would be great to have another option to update the existing phone type with the new number/email and to move that old number/email to the next available phone type with a different number (basically doing the inverse of what is offered currently).

Similarity score only checks the address lines, so even if I have a 100 score, but the city, state, or ZIP are different, I still have to process the address. This slows down the import process too much. Please give us the option to check the entire address.

It would be nice to have the option of making your profile unable to be edited by other users. Similar to queries where you can choose if others are able to face changes.

I think it would be great if I could import multiple addresses in one pass (Home, postal, business, overseas home etc). It could possibily use a function similar to the "relationship" function where they could be grouped - like when adding multiple education.
Thanks!

I'd really like to be able to keep the ‘old’ email/phone but make it inactive when adding a new one (which would be the active one).

The Receipt Stack field is a field that can be import using Administration - Import - Gift import type but this field is not an IOM import field, please add. Both AU and NZ stamped database utilise this field.

I would love to see a column where we could see if HoH is checked on a particular record during import.