Product: FindOmatic
Description: How to use FindOmatic with the barcode field in batch
Environment: All
Version: All

Answer:

Launch FindOmatic by quickly pressing the ALT key twice. Click the Settings link to open the settings window.

Select the option to Search for non-constituents, then select the option to Use FindOmatic when a value is entered in a barcode field in a gift batch.

Click OK to save the settings.

In the Batch

When designing the batch, include the Gift barcode field.

In the batch, position the cursor in the barcode field. Enter a value to match on - name, phone number, etc - and tab out of the field.

* If the value is a barcode and the donor is a non-constituent, they are automatically promoted to a full constituent and the constituent information is pulled into the batch from the constituent record.
* If the value is not a barcode, FindOmatic launches and performs a search based on this value. If the selected record is a non-constituent, FOM promotes them to a full constituent (either automatically or via a user prompt, depending on settings) and the constituent information is pulled into the batch from the constituent record.
* If FOM finds a match based on an appeal finder number, selecting this result will also populate the gift appeal and fund fields based on the constituent appeal with that finder number.

For more information on FindOmatic, please download the User Guide for FindOmatic, which is packaged in the zip file with the latest version of FOM.