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93 results found

  1. List Management available

    Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Record match search

    It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. FindOmatic email search

    We would like to use FindOmatic to search for records using email addresses.

    3 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  4. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    6 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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    planned  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record ID. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    10 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    16 votes
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    4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Ability to send multiple values to "select multiple" contact field in Emma

    We want to map our constituent codes in NXT to a corresponding "select multiple" contact field in Emma, such that all of a given constituent's codes are reflected in their Emma profile. Currently there is no way to format or transform the incoming constituent code data in NXT via Omatic such that it successfully selects multiple choices in the corresponding Emma contact field.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Need a transformation to strip leading zeroes from an ID field

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Classy Transaction Type in the connector section

    We need to have the Classy transaction type from the payout report in the connector.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Ability to Schedule Exports from RE/NXT

    It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Adding HubSpot Alternate Email

    It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. HubSpot additional Properties under Email Information Group

    For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Request to add more retries to HubSpot endpoint

    No API limit errors between formulas

    0 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Request for First and Last Name fields for attendees in Fundraisers profile/formula

    Ability to import first and last names for event attendees as separate fields

    0 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Name fields from Stripe to populated

    Stripe specific parsing reques

    3 votes
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    planned  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. Enable Short vs Long Formatting for Address Lines

    Currently, the replace function will impact the entire string. Example: When formatting an address, 111 West 3rd Street, I want to replace West with W & Street with St. In this scenario, the current functionality will give me an output of “W”. I would like to request the functionality to replace individual elements of a string. Example: When formatting an address, 111 West 3rd Street, I’d like to replace both West with W and Street with St, giving me an output of 111 W 3rd St. Without this additional functionality it is impossible to keep aligned with our database standards…

    29 votes
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    planned  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. Have ability to map to custom attributes for a Participant

    We record event specific information against a participant of an event in RE. Could the endpoints for attributes for a Participant be made available to enable us to add/update these.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Allow formula to run against all dates

    We use a constituent formula to sync RE NXT records to LO Donor Groups. Currently, the formula will only sync records modified within the past 30 days, but we may have thousands of records not modified in that date range that still need to be in a particular donor group. Forcing a change in the modified date just unnecessarily increases the volume of records also synced by the Opt In formula. We would like to be able to choose to run the formula against all dates.

    5 votes
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    started  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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