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293 results found

  1. Add a filter option for Classy campaigns.

    Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
    campaign name or internal campaign name containing "renew", which for us, would allow us to create a…

    3 votes
    0 comments  ·  Salesforce  ·  Admin →
    How important is this to you?

  2. Update field labels for Classy FMV and Tax Deductible Amount

    In the Classy Connector, Raw Overhead Net Amount = Fair Market Value & Raw Donation Gross Amount = Tax Deductible Amount. These labels are not intuitive for mapping. Can they be reworded to exactly what they are?

    1 vote
    0 comments  ·  Admin →
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  3. Head of Household - RENXT

    We would like the ability to map to the "Head of Household" field in RENXT

    3 votes
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  4. Make lookup fields external ID friendly

    Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.

    4 votes
    0 comments  ·  Salesforce  ·  Admin →
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  5. Participant Summary Note suggestions

    I have a new formula to add Event Participants based on event related email activity. I've got it adding/updating the Participant info correctly but would like to track some of the email specific information (ie, which email, sent when, sent/opened/clicked/etc.) in the Participant Summary Note. I am intentionally not tracking this email information as an Assigned Appeal or an Action as those records have specific functions within my database that do not apply to events. Does anyone have a way to automate getting the information into the Participant Summary Note or any other suggestions for how I might want to…

    3 votes
    1 comment  ·  Admin →
    How important is this to you?

  6. Classy Attendee Connector

    I need a connector that pulls attendee data from Classy events.

    4 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  7. Add option to skip New User Creation

    In certain cases, there are reasons that if no user is matched it would be more applicable to skip that user rather than have new users created. It would be nice to add the option to automatically skip/ignore New Users. Currently they do go into a new user bucket, but we have to manually go in and repeatedly empty the bucket.

    3 votes
    planned  ·  1 comment  ·  Admin →
    How important is this to you?

  8. Error Message When OC Mapping Not Saved

    It would be great if there was a pop-up error when the mappings are not saved successfully. Right now you can select "Save and Next" and it looks like nothing happens. It does give you a "Saved Successful" message if the mapping saves, but it isn't obvious to a new user if something is causing an error. Specifics on what is causing the error would be helpful too, so you can eliminate the need to click through each section to find the field causing the issue.

    1 vote
    1 comment  ·  Admin →
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  9. Add RE NXT tax declaration to list of available fields

    To use Omatic for gift imports in the UK we need to be able to add tax declaration information for the donor. These fields have been added to the Sky API now, so could they also be added for mapping in Omatic Cloud?

    1 vote
    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  10. P2GL Activity History

    It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.

    2 votes
    0 comments  ·  Post to GL  ·  Admin →
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  11. Make unmapped fields used in Record Match Search available in Summary Grid View

    address, email, and phone are all helpful in identifying matches, but unless the fields are mapped, we can't access them in Summary Grid View. Please also allow fields used in Record Match Search to be added to grid view for ease in identifying correct matches

    3 votes
    started  ·  0 comments  ·  Admin →
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  12. Give Lively Connector for Omatic Cloud

    It would be great to have a GiveLively Connector created for integration with Omatic Cloud.

    1 vote
    0 comments  ·  Admin →
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  13. Add NIN to Omatic cloud

    For importing Standing Order payments from the bank the only way we can link to Constituents is by a unique ref. We currently store this in the NIN field. Could we get this field added to the omatic cloud when it is added to the SKY API (raised with Blackbaud as well). Thanks

    1 vote
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  14. Organization Information in "Verify your account" email

    When adding a user to an account, it would be helpful to see the Org Name and potentially the tenant name associated with the email verification. The current email does not include any identifying information and makes confirming access challenging. It would be much easier for users to be able to directly click on the OC URL from the "Verify your email/account" email that is sent out when a user is given access to an OC instance.

    1 vote
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  15. Delete Field Value Using Dedicated Syntax

    We often have the need to delete/clear a field when importing. It would be great to have a dedicated syntax that we can map to indicate that the mapped field should be replaced with null.

    E.g. if we map {DELETE} it would remove the value in the field in Salesforce that we are updating, leaving it blank.

    This would allow blank fields to be ignored, whilst giving users a way to very intentionally delete a fields.

    Two examples:

    1) We have a file of donor data where invalid/incorrect email addresses and phone numbers have been flagged. We can therefore import…

    3 votes
    0 comments  ·  Salesforce  ·  Admin →
    How important is this to you?

  16. Map to email comments in RE

    I would like the ability to write to the email comments field in RENXT through Omatic cloud.

    1 vote
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  17. Add ability to move data from BBCRM to Omatic Cloud using Export Definitions

    We are trying to move data between BBCRM and iModules Encompass using Omatic Cloud and would find it very beneficial to use export definitions to send data back and forth rather than queries. The reason is that with export definitions we can be specific about what data to send back and forth. For example, we use constituency to move data in Encompass from our main community to our sub-communities. Therefore we have a need to pull over constituency code. However, we only want to pull certain ones. In query, when we put constituency code in our output, it brings over…

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  18. Ability to ignore a record

    When pulling data into SF there are times when a user wants to ignore or skip a record and not pull it into SF. Use case for this is a list of contacts or oppts with a field value that indicates they are not valid or at the level required for adding to the SOR.

    3 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  19. Add the option Send Page to Needs Attention 1:1

    Having the option to Send Page in 1:1 would be helpful.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  20. A better Mailchimp ID?

    In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…

    2 votes
    0 comments  ·  Admin →
    How important is this to you?
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