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414 results found

  1. Ability to Manually Pause Formulas when "Failed to connect to Data Sources"

    It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.

    1 vote
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    1 comment  ·  Admin →
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  2. Be able to match to Gift Attribute Import ID in order to update gift attributes

    Seem to be able to add new gift attributes, but not update existing gift attributes. Being able to globally update existing gift attributes would be very useful

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. RE Wealth/Ratings added to RENXT List Formula Type

    We would like to have Wealth/Rating fields available in the RENXT List formula type.

    1 vote
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  4. 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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  5. 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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  6. Add Payout ID and Date to the API

    Payout ID and Payout Date added to the API for reconciling between P2GL and OC integration. It's a critical information requirement.

    0 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  7. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  8. Update fields with blank values

    We would like to have the functionality for Omatic Cloud to update fields with Blank values in from Luminate --> Salesforce and vice versa from Salesforce --> Luminate. Blank values have meaning in both of our databases so this functionality would be extremely useful.

    2 votes
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    2 comments  ·  Admin →
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  9. Add Relationship Attributes

    We would like the ability to send relationship attributes through Omatic Cloud to RENXT.

    6 votes
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    1 comment  ·  Admin →
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    Emily Dalton responded
    Hi Anna, In RENXT, if you add an attribute to a relationship, it requires that relationship to be a full constituent. This is a bit different than how relationship attributes functioned in RE7. By mapping relationship attributes through RENXT, would you be okay with those records automatically being promoted to full constituents? Best, Kristen

  10. Rearrange grid columns & save column order

    In the upgraded Omatic Cloud, it'd be nice to be able to rearrange grid columns, and as another user mentioned, have the custom column order persist when a user leaves the page:
    https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46297684-make-column-order-in-data-grids-sticky-per-user

    6 votes
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  11. 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?

    2 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  12. Sample Data (not enough of it)

    Sample data provided when configuring new P2GL formulas is limited to 20 or 25 rows of transactions, which typically is not enough sample data to ensure that formula configurations are accurate and doing what the client needs. Two examples:

    1. In one case there were transformations configured that looked right on the first 20 rows of data, but we couldn't see that the logic was incorrect on other rows. It was not until the client ran the post and saw an error on row 190 that we were alerted that the logic needed to be refined.

    2. In another case, skip row…

    2 votes
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    3 comments  ·  Post to GL  ·  Admin →
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  13. Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns

    When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.

    I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.

    7 votes
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  14. Head of Household - RENXT

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

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Dedup records in triage buckets

    I'm finding duplicate records within formula triage buckets which means I either need to process or manually delete each of them. I understand why they sometimes occur but would like within the Reprocess functionality or as a separate action button the ability to remove duplicate records.

    3 votes
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    2 comments  ·  Admin →
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  16. RENXT to HubSpot Export: HubSpot Additional Email Match

    During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Turn on the Engaging Networks QueryResult connector

    Turn on the Engaging Networks QueryResult connector so we can import custom query results from EN to RE. At the moment it asks for a login email address and password when you try to use it, as well as the website URL of your EN instance. But when we try to use it with our details it says "Invalid Credentials! Authentication Failed! Username/Password is incorrect" even though we are using our correct details.

    1 vote
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. 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
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    0 comments  ·  Salesforce  ·  Admin →
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  19. Add ability to export membership data out of RENXT

    We were hoping to be able to push data into Raiser's Edge NXT surrounding membership. We would need:

    Membership Category

    Date Joined

    Date Expires

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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    Emily Dalton responded
    Currently these fields are not available in Blackbaud's SKY API. However"," once they are available"," we will look into adding this information!

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

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

    3 votes
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