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UPDATED: MergeOmatic 2.1.1 - constituent search in Duplicate Results and Merge Queue screens plus more!

MergeOmatic version 2.1.1 is now available with enhancements that were requested by you!  For example, based on your feedback hereand here, we fixed an issue where non-constituents were being promoted to full constituents and we added a constituent search option to the Duplicate Results & Merge Queue screens:

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Also, notice that the constituent name is a hyperlink so you can click through to the record without using a right-click menu! Check out the full list of enhancements in this release below.

 

Please add your own thoughts to our new MergeOmatic user voice site! We are watching (but not in a creepy way).

Click the link to download the latest version of MergeOmatic. You must install it on each workstation that runs MergeOmatic.  If you have the AppOmatic version of MergeOmatic installed, you must uninstall the MergeOmatic app in AppOmatic before using the plug-in.

 

Download the latest release here.

View the MergeOmatic user guide here.

 

 

 

Revision History:

Version 2.1.1.0 February, 2016:


Configuration

Added option to create reciprocal relationships when merging non-constituent relationships

Added ability to move multiple columns down in the Selected Columns pane

Changed label on the column previously named "Last Gift Date" to "Last Gift Date Added"

Added new column for "Last Gift Date"

 

Scanning

Fixed issue where duplicates weren't being found by maiden name 

 

Review Duplicates

Corrected miscount of possible duplicates when duplicates had been created back-to-back




Version 2.1.0.4 January, 2016:

General

Made MergeOmatic main screen non-modal to allow access to RE while the MergeOmatic main screen is open (great during the scanning process!)

Fixed issue with MergeOmatic opening in the background

Changed color of hyperlinks

Made MergeOmatic compatible with SQL Server2005

 

Installation

Added check for whether Microsoft .NET framework version 4.5 is installed and an option to install it along with MergeOmatic

Added display banner for users running MergeOmatic in Trial Mode

Added display banner when the MergeOmatic subscription is expiring

 Configuration

Added NZ City and NZ Suburb columns

Added option when making changes that affect duplicate evaluation to re-scan previously scanned records

Restore Default button is now disabled if changes have not been made to the Advanced tab

Fixed issue with previously added columns remaining selected when adding new columns

 

Scanning

Clarified error messages in scan exceptions

Fixed issue where duplicates weren't being found when searching by email address or phone and address was blank 

 Review Duplicates

Made the constituent name a hyperlink which opens the constituent record 

Added ability to search results by last name, org name, or constituent ID

Changed similarity score calculations to use name variants when displaying the Duplicates Results list if selected in Configuration>Duplicates

Fixed issue where non-constituents opened in possible duplicates list were showing up in Most Recently Used list in RE

Fixed issue where non-constituents opened and saved in possible duplicates list were being promoted to full constituents in RE

 

Duplicates to Merge

Added ability to change score and include/exclude query filters and set number of groups per page from within the merge queue

Added ability to search results by last name, org name, or constituent ID

Made the constituent name a hyperlink which opens the constituent record 

Fixed issue with Merge Queue screen not loading when a record was deleted

 

Merge Duplicates

Updated the confirmation popup when starting a bulk merge to display the number of merges and number of groups

Corrected errors in the Merge Monitor's Duplicate groups to merge count when merging from the Review Duplicates screen

 

Analysis

Fixed the Duplicates by User chart so that it shows the correct counts Per Month and Per Year

Thumbnails for the Duplicates by Score chart and Duplicates by User chart retain data after sending all possible duplicates to the merge queue

 

Duplicate Exclusions

Updated the layout of the duplicate exclusions list

 

 

Download the latest release here.

View the MergeOmatic user guide here.

 

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