I have Target Analytics information I am trying to import but I don't want to import blank information if there is nothing in a cell. 3 columns in data file have information/data I want to import "IF" there is data in them; some are blank. For some people all 3 have returned data but other people may only have data in 1 cell and the others are blank. I want to avoid the cells with no information or $0.00 value from importing blank or $0.00 information. I'd like it to ignore that cell (and all virtual fields that correspond with it) if it is blank or has $0.00.

Hi. When I am working in a List Management non-constituent record in RE, if I add certain fields to the non-constituent record such as birthday, gender, etc… and click “Save and Close” it will automatically promote the non-constituent to a full constituent without asking me first. Can Omatic please create a document for List Management users that has a list of RE fields that if you change on a non-constituent record it will automatically promote them to a full constituent? I did not see this info listed anywhere, sorry if I missed it. It would be helpful to know this information and maybe it could be included in the List Management Online User Guide. It is very frustrating if I want to keep a LM non-constituent a non-constituent, and I am adding more info to their record for RE to automatically promote them to a full constituent when I click “save and close”. Also when we start using RE NXT we are charged per the number the full constituent records (not charged for non-constituents), so it would be helpful for cost wise purposes to know this information.
Thank you.

Hi. When we run Importomatic imports with lists that contain each individual's Raiser's Edge constituent id, the import goes really fast. Though, we sometimes get many popups that require user interaction that slow the import process down. The popups could be a "Compare Bio Field Value Changes" popup that has the middle name initial with a period and one that doesn't have period behind it. For example, the existing value could be "M" while the import value is "M." . No matter what setting we change on the import profile, it will not automatically ignore these where just a period is missing.
I wish there was a setting in the Importomatic profile that will let us adjust it, so that it does not see M and M. as two different things.

Also we get popups asking about matching the constituent's address, anytime the constituent RE record has two addresses that are the same. The importing value address may not even match the duplicate addresses on the RE record. No matter what import profile setting or similarity score we select, it will always give us a popup if the constituent for some reason already has 2 addresses that are the same. I wish there was a setting to ignore this popup, where it will not require user interaction anytime a record has duplicate addresses on it. Some of our RE records for one reason or another, may have an address on there twice. It could be someone made and error, or they added new addresses without checking what was already there. We have hundreds of thousands of Raiser's Edge records, and many may have a duplicate address. We may not have time to fix duplicated addresses, every time we import records with addresses. When we run the import, it will stop on a constituent if it has any type of duplicated address. This would be nice to have this fixed.

Can you maybe fix or change these things?

Thank you!

If my import includes address fields including info source and IOM finds that address is already in RE - Don't change the info source on my existing address! (or at least give me the option to decide to do that or not)

Also if the address I am importing is in on a consituent but it is a former address and I am importing that address with a primary address flag (because someone gave me old data) do not take that old address and make it primary without prompting me. I'd consider that a significant change that I would like.

BTW - both of these still happen even after you select the "always ignore new address information" checked.

We have some spouses in our database that each have separate records: one record is built out to capture that particular person's board member involvement and history and is not meant to contain any gift records, etc., and the other acts as more of the "primary" for the couple and have all of the gift history. For these particular couples, we have an auto- pop-up annotation on the "dummy" record to identify that that particular record is for board member activity only, no gifts.

When we're importing online credit card transactions via IOM, we're finding that we don't have any way to tell if the record we're tying the gifts to has this annotation. It would be really helpful to have some sort of "alert" on the IOM search results to show that one of the results has an annotation.

In earlier versions of RE since the phone/email was attached to the address tab, one was able to see any changes to phone/email during the address compare. Now that phone/email is no longer attached to the addresses, there is no way to compare phone/email during the import. Anything new gets added but now we have to go back into the records imported and make the changes - very time consuming.

It would be great if either the phone and emails were added to the bio compare screen or just have a separate pop-up for phones & emails (like the address screen).