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102 results found

  1. Improve CSV Export Format for Web Front-End Exceptions

    When exceptions occur in the web front end, users can export the affected records to a CSV file. However, the exported file does not match the format used by the system's formula, preventing direct external corrections and re-import.

    Currently, users must manually look up ID numbers in the original file, extract the rows, make corrections, and then re-import—adding unnecessary steps to the workflow. While small numbers of errors can be fixed directly in the web view, handling large batches this way is impractical.

    Proposed Solution:
    Provide the option to export the csv data so that it aligns with the format…

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. merge

    Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Fuzzy Organization Name Matching

    Currently, Omatic Cloud does not support fuzzy name matching for organizations. Organizations can only be matched on name exactly. In this case, if you were to try and import employment data, minor variations in organization name will force you to manually match with existing organizations or you will end up with multiple duplicate organizations within your database. Fuzzy organisation name matching would make this process much simpler and streamlined.

    15 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Add transformations to use for various number formatting options

    It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Import of Fund Relationships

    There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
    Thank you!

    7 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  6. Ability to search by Alias for Event Host

    Currently, when mapping Event Host information we have the ability to search based on Name or System Record ID. It would be nice to also have the ability to search based on alias so we can search on their ID from the connecting system (Luminate, Classy, Engaging Networks, etc).

    15 votes
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  7. Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile

    Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.

    3 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  8. Participant guests in Classy

    Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.

    6 votes
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  9. Constant Contact Preference Updates

    It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Duplicate data checks between columns

    It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Omatic Data Service

    We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.

    2 votes
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  12. Include Marketing Source Code and Receipt Stack

    Please include the following fields for mapping:
    - Marketing Source Code
    - Receipt Stack

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  13. Add connector for RENXT and Cvent

    Add a connector for RE and Cvent to capture new/updated contact and consent updates and event campaign outcomes.

    3 votes
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  14. Add connector for Marketo

    Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.

    5 votes
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  15. Applying Gift to Head of Household (HOH)

    Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.

    7 votes
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  16. Allow phone match as a search scenario

    Currently, OC does not have phone number available as a search scenario even when phone is mapped within a formula. This is essential to have because we otherwise wind up with unnecessary duplicates that could have been prevented.

    21 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  17. Ability to add non constituent guests to Omatic Cloud

    1 vote
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  18. Skip Days for Scheduling (Allow for weekday only)

    Currently, you can only select daily or weekly. I think it would be beneficial to have it only run on Weekdays. That way records don't pile up over the weekend and risk duplicate records from showing up if multiple changes happened. This has happened when people submit multiple surveys or they have multiple scheduled gifts. And there is no way from the interface to tell which record is the latest.

    8 votes
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    3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  20. Excessive number of duplicates - when donors give twice within same flat file

    If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.

    This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…

    1 vote
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