MergeOmatic

  1. 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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  2. 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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  3. 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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  4. Not Exact Address - PO Boxes

    I'm getting many possible matches because the name is a common one and they have an address with a PO Box. It seems that having the similar text "PO Box" or "Box" is making them appear to be similar addresses when in fact the Box # is different and they are not similar addresses at all. Can you please adjust your address matching algorithm so that addresses with key words like "PO Box" score lower.

    3 votes
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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  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. 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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  12. Add Membership information in the Review Possible Duplicates window.

    We want the record with the most recent membership to be the surviving record. If a membership is purchased as a gift, the constituent won't have a gift record so the "Last Gift Date" column is not a reliable indicator of when the constituents most recent membership expires.

    I've adjusted the survivor scoring to give "Membership Transaction - Added Last" a lot of weight, but it would be so reassuring to be able to double check memberships on duplicates without having to open the records.

    It'd be great if the columns in the Review window could include the fields:
    Current…

    2 votes
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  13. 1 vote
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  14. 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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  15. 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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