MergeOmatic

  1. 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.

    29 votes
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  2. Scoring Deductions

    Please add scoring deductions for different:
    * Spouse Names
    * Email Addresses

    28 votes
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  3. Add an option to "Create A Relationship" between potential duplicates, not just Mark as not a duplicate

    MergeOmatic often finds family members at the same address but who are not duplicates. I want to mark them not a duplicate, but it is also useful if I can create a relationship between them for future reference. A shortcut for this to speed it up would be really helpful.

    21 votes
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  4. 21 votes
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  5. Create pre-merge queries of records selected as duplicates

    When reviewing duplicates to be merged it would be great to be able to create/access a query of the queued records, with their survivor/duplicate status, to review in bulk before merging.

    18 votes
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  6. Save resized field length

    When I resize field widths, save my settings so I don't have to keep resizing everytime.

    18 votes
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  7. 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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  8. Add an option to also queue multiple records to mark as not duplicates

    the same way we can queue for merge and then select all and merge, it would be faster to also queue for a 'not duplicates' in order to select all and mark as not a duplicate to multiple records instead of one by one the way it is now.

    17 votes
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  9. On the duplicate results page, don't uncheck duplicates when changing pages

    I don't want to have to "queue for merge" or merge before changing to the next page. Instead I want to be able to check duplicates on multiple pages before queuing or merging.

    If I have to queue for merge or merge it means the page will refresh with more records at the bottom of the page and I have to review the whole page again.

    16 votes
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  10. Please add an option to control the type of matches to view.

    When viewing the list of possible duplicates please add an option to control the type of matches to view. Choose between matches of full constituents to other full constituents; full constituents to non-constituents and/or non-constituents to other non-constituents.

    13 votes
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  11. Add an option to compare conflicting bio information.

    Similar to the option in ImportOmatic that allows you to compare bio fields and select which one to use, this would be extremely helpful to have in MergeOmatic. This would avoid having to go in and manually edit bio information prior to merging the record.

    11 votes
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  12. 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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  13. 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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  14. 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

    9 votes
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  15. Add a scoring deduction for deceased records

    I want to reduce the score when one record is deceased, but the other isn't. Right now the only way to avoid deceased records is by an exclusion query - but it takes too long to load such a large exclusion query.

    9 votes
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  16. 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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  17. MergeOmatic

    Find duplicates for Tributes who may have no address by searching individual relationships. My database contains a ton of duplicates that I found manually by comparing the names & address of relationships.

    If you find matches then merge I would like an option to merge relationships and tributes (of the same type)

    6 votes
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  18. 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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  19. Please have different similarity results filters when reviewing possible duplicates and when viewing duplicates to be merged

    When I review possible duplicates I usually review just a narrow range of similarities scores at the same time...but when I review duplicates to be merged I want to see a wider range of similarity scores

    6 votes
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  20. Remove possible duplicates based on a query.

    For example, I might have a query of records with no addresses. Or I might have a list of records that I recently added relationships between and now want them re-scanned, taking the relationships into account this time.

    ***I normally choose to scan "All Records" and include only records that have not yet been scanned or have changed since the last scan. I want these records to be marked as "scanned" but I don't want to see them in the list of possible duplicates!***

    4 votes
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