MergeOmatic

  1. Luminate Exceptions- Record should not Disappear from list

    When a record cannot be merged and the error is due to LO, that record dissapears until list is closed and opened again. What a pain. The system should auto file them into another section " Exceptions" for later review. If I'm trying to merge a record and there's an exception, it's not always the case that I can remember the name/ID of that donor record.

    3 votes
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  2. Duplicate Exclusions - Add the Date excluded records Added to list

    • This list should have a date column of when the two records were marked as “Not duplicates”. Over time you might end up with many in there, perhaps at some point you want to revisit and remove them from that group to be rescanned but not all of them… it would be helpful to have a Date and ability to filter so that the ones removed from group are from a specific date the work was done…

    3 votes
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  3. Duplicate Result List - Sorting Headers columns

    When reviewing Duplicate Result List The header row should be Sortable. Even if the duplicates list has a score criteria it’s helpful to have the ability to sort everyone within that score in Asc/Desc order by e.g. Name, Constituent Code or Email headers ….

    3 votes
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  4. Make Key Indicator and Last Gift Amount Fields Column Options

    -Key Indicator field should be included (yes a query could be created just for ORG or IND) but having the option there would be good if you want to work on merges for IND and ORG at the same time and easily identify them in the duplicates list

    -Last Gift Amount would also be a helpful criteria to include along with the already existing Last Gift Date field

    3 votes
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  5. Include phone and email info in the notepade record of the merge

    MergeOmatic keeps a nice record of the incoming merge data in the surviving record by creating a notepad record of the non-surviving record data. The record is very detailed (almost every constituent field is records) but surprisingly it omits phone and email information. This would be a valuable addition.

    6 votes
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  6. Unslecet Address and Phone updates

    It would be helpful to unselect address and phone info to get around the duplicate phone type business rule that keeps records from being merged.

    1 vote
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  7. MergeOmatic should produce an excpetions report with IDs and Error descriptions

    it would be nice to have and exceptions file with IDs and Errors to possibly fix Event or Phone issues and re-merge the records

    1 vote
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  8. Merge RE:NXT data that is lost during RE merge functions.

    Merge RE:NXT data that is currently lost during RE merge function.

    3 votes
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  9. Ability to change Review settings in the Setup section

    I am having trouble viewing the Review screens because of my settings but I can't change the settings until I get into Review mode. I need to be able to change the settings somewhere else, like the Setup section

    3 votes
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  10. Expand how MergeOMatic can be used

    I'd like to purchase MergeOMatic, but I need some additional functionality to help with the data clean-up needs we have.

    I'd like to be able to use MergeOMatic to move single gifts from records when they are recorded on the wrong record.

    I'd like to be able to use MergeOMatic to merge Spouse records. We merged a legacy system into ours which maintained spouses as constituents. Our process is to record them as relationships. It's cumbersome to take all the steps to merge these records.

    I'd like to be able to merge Tributes. This is also a cumbersome process in…

    3 votes
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  11. New Layer to Approval Process

    We have over 11,000 sets of duplicates in the "Duplicates to be Merged" Queue. We want to review the merges before they are actually merged but right now we can either merge ALL duplicates or a PAGE at a time. It seems impossible to review so many duplicates at one time and it is too time consuming to merge a page at a time.

    We need another step where we approve the duplicates to be merged one more time (a page at time) then merge at the end of the day. If we could schedule these merges to take place…

    3 votes
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  12. Foreign characters

    Please treat special characters, such as in the names André, François, Hélène and Zoë as if they were the English language characters. I want the matches to score much higher than they currently are. Here are some of the characters: à, â, ç, è, é, ê, î, ï, ô, ù, û, ä, ë, ö, ü

    12 votes
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  13. Open constituent record after merge is complete

    After two records are merged it is often desirable to open the the surviving record to make additional manual edits. It would be a big time saver to have MergeOmatic do this optionally as the final step of a merge process. For example, add a "right click" menu option like the existing "Merge into survivor..." that includes the open ... something like "Merge into survivor and open..."

    10 votes
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  14. Allow opening two constituents side by side

    Sometimes (or oftentimes) you need to see more constituent information than is available on the main MOM screen, like constituent or gift attributes, address creation dates, etc.

    Thus it would be really helpful if MOM let you open two constituent windows for side by side comparison.

    32 votes
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  15. Export the List of Possible Duplicates

    My organization requires daily reports and monthly totals of new duplicate records being added to our database. For data analysis, please add the ability to export the list of possible duplicates to a csv file.

    18 votes
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  16. Allow Deduplication to check List Management records

    Some donations we process manually into batch, and not through importomatic. Hence would miss those records in List Management (as currently not using Findomatic)
    Would be great to have MOM be able to dedupe on List Management data as well as RE Data

    3 votes
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  17. 1 vote
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  18. Ability to include non-constituent records for the records to be scanned

    Currently, the records to be scanned have to be a full constituent. However, it would be nice to be able to run a list management list through to search for full constituent and other non-constituent matches.

    3 votes
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  19. Ability to sort results

    Would be great if you could sort based on any of the columns that are available to view. It would help to organize and prioritize the duplicate results

    9 votes
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  20. Allow for multiple Duplicate Exclusion records to be cleared at one time

    It would be great if multiple records in the Duplicate Exclusion section could be cleared at one time. We have noticed that the staff before us apparently marked records as NOT DUPLICATES if they did not want to deal with the merge leaving scans of system to ignore over 1K duplicates that we are now trying to clear by hand...one at a time.

    7 votes
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