The field for installment number on a recurring gift is an important field for us. We would like to have access to that field via import.

I would like to be able to ignore duplicates below a certain score and always add these as new records without having to manually process possible duplicates. I love the address filtering options which allow me to add addresses as new addresses depending on score and the same sort of processing for duplicates would be a huge time saver when importing less complete data e.g. names + email brings up too many possible duplicates as name matches, but if email does not match too I want to create a new record. It takes too long to manually process possible duplicates.

Currently, only users with Supervisors rights are allowed to delete multiple records in List Management as a group. All other user rights levels are only able to delete one records at a time.

As many of the users who actually work in the product do not have supervisory rights, it seems inefficient to not allow them to delete multiple records in List Management, especially since they can delete individual rows one at a time.

We currently can not record the url for the TeamRaiser Team Page. We would like to record that and have access to that field.

We have files provided from various sources and do not always have control over the format. In some cases these files do not include a header row, so the first row is actually data that we want to import. Currently IOM always treats the first row as a header, so it does not import data contained in the first row. It would be great if there was a checkbox in the profile configuration allowing you to choose if you want to treat the first row in your file as a header row or as a data row.

Please!!!!!

We have observed that ​​Adding gift rule pop-ups do NOT appear when importing data with ImportOmatic (but they do with manual data entry).

Omatic should add this functionality to the ImportOmatic product.

Thank you!

When dealing with long lists, a user may forget why they skipped a row. Besides a "Skip Row" button, allow the user to input a note as to why the record was skipped that will be appended to the Exceptions file. If IOM/LM treated it as an exception, have the log error message appear in this same field within the data file. This will allow for easy perusal of the file to determine next steps for how to fix row to import.

We have several imports that do not include a unique identifier. "Birth date" is included in these files so it would be very helpful to have this available. This additional criteria should include "First name, Last name, and Birth date".

When creating batches with IOM imports, it would be great to be able to select which batch category/folder the batch goes to instead of just to "general". This would make it much easier for users to find the new batch and not have to move them to another folder.
Thanks!

When importing non constituent registrations for event participants, search to see if the participants already exists in that event,

Would like to have the ability to update a major/minor since we track current students. Currently, all I can do is add a new line. Would like to have the choice of adding or updating during import.

The new Profile tags are great, but can they be ordered alphabetically?

It would be great if an ID was automatically allocated to leads in List Management - Not a Constituent ID but another ID (maybe an Alias) to ensure better management while importing and exported data from the List (we are attempting to Use Alias - however we cant export a specific alias so need to export data, then allocate an alias, and import it back in - yet to be done first time)

We are able to import membership (e.g., renewal) transactions into RE via IOM. However, we are not able to link the existing gifts that were already imported to these membership transaction during the import.

Without this feature, we need to use an RE import separately to create the linkages.

On the Duplicate Search Matching Results screen please show the import file phone numbers as they will be formatted by RE so that it is easier to tell if the phone number is a match...