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418 results found

  1. Post-to-GL: Create New Journal or Append to Existing Journal

    The process of uploading a file to Post-toGL creates blank or incomplete JE in FE NXT if there are data entry errors in the document that cause the transaction import to fail.

    Could the Post-toGL connection be updated to provide the options / ask the question if the user wants to:

    1. Create a New Journal Entry
    2. Append to an Existing Journal Entry

    This update would reduce the number of empty or incorrect JE that have to be deleted from FE NXT.

    3 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  2. Allow 'Replace' transformation option to include operators for 'greater than', 'less than' and 'between'

    It would be great to be able to specify a range in order to have more conditional behavior within the 'Replace' transformation. For example, if I want to assign the gift letter code or acknowledgement status based on the gift amount.

    29 votes
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    4 comments  ·  Admin →
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  3. Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.

    In Import Omatic we have this option but not in Omatic Cloud.

    4 votes
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    2 comments  ·  Admin →
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  4. Convert existing dictionaries to transformations

    As I am getting started with the Omatic Cloud, it would be wonderful to be able to convert existing dictionaries to transformation or at least copy and paste into a transformation rather than enter line by line. Thanks!

    64 votes
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    4 comments  ·  Admin →
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  5. Update Matching with Encompass Connector

    When going from BBCRM to Encompass Matching only allows for custom options and pre-populates with ALL currently mapped fields.

    While this is trying to be helpful, if there are 30 mapped fields it will default to matching all 30. At that point it would be more helpful to not pre-configure matching and let the user configure the matching.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  6. Seeing scheduled dates and times easily

    Be able to see scheduled date and times for all formulas on integrations/formulas page.

    0 votes
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    planned  ·  0 comments  ·  Admin →
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  7. Ability to Send One by One from Ready

    it would be helpful to have the ability to send records individually from Ready.
    Sometimes a record might need more review while others can be sent to the destination.

    29 votes
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    3 comments  ·  Admin →
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    Steve Brewer responded

    Thanks Amanda.  Can you share a scenario or two why someone would want to be reviewing records in Ready?  We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed.  Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket?   Meaning, is there some other criteria that calls out the need to review?  If so, what might that be?

  8. Add Title as one of the fields for mapping on VolunteerHub

    Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

    1 vote
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    planned  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. SFTP for P2GL

    Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.

    4 votes
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    1 comment  ·  Post to GL  ·  Admin →
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  11. Pull Tribute Data from the Encompass Transactions

    Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.

    6 votes
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  12. Upload source files directly from Integrations/Formulas page

    I'd like to upload the Source files for Flat File as-a-source formulas directly from the Integrations/Formulas pages, without the need to navigate back to Data Queue page and search for my formula every time.

    1 vote
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  13. Post-to-GL prepost feature

    Many Salesforce and Virtuous clients who have FE NXT but migrated from RE NXT are used to the 'prepost' feature in RE / FE integration.

    P2GL for Salesforce or Flat File does not have a similar feature that can be used to validate a posting before it creates an open J/E batch in FE NXT. A number of clients have asked about this.

    1 vote
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    0 comments  ·  Post to GL  ·  Admin →
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  14. Option to add mapped data only if records are new

    We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.

    For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.

    So it would be nice to have a blanket "Always add address for new records"

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  15. Populate More Example Rows from Luminate Surveys

    It would be good to have more example rows populating for Luminate Surveys when working on the Data Mapping page in a formula. When building transformations it's nice to cycle through a few records to make sure the data is transforming as expected.

    3 votes
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  16. 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.

    8 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Setting Formatting for Primary Addressee & Salutation for New Constituents Only

    Ability to set the formatting for Primary Addressee and Salutation for new Constituents only, or be able to review those as data differences for existing constituents.

    41 votes
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    5 comments  ·  Admin →
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  18. Add Table Entry If It Doesn't Exist

    It would be very helpful if Omatic Cloud could add a table entry during the import if it doesn't already exist. This is IOM functionality that is needed in Omatic Cloud.

    16 votes
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    3 comments  ·  Admin →
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  19. Changing address type when new address is found

    In ImportOmatic, when a new address is imported for an existing constituent, there is the ability for the user to determine how the outdated address' type should be changed in Raiser's Edge (e.g. it can be changed from "Home" to "Previous Address") In order to keep data clean and differentiated after imports, I wish that Omatic had a similar functionality.

    48 votes
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    4 comments  ·  Admin →
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  20. 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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