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289 results found

  1. Partial string 'Replace' transformation

    It was a sad day when I realized that there wasn't a Transformation for address abbreviation standardization like there is in IOM (https://support.omaticsoftware.com/s/article/RegularExpressionDictionaryforAddressAbbreviations) and sadder still when I learned that I couldn't create a transformation of my own. While the 'Replace' transformation will IDENTIFY a field value containing a qualifying text string just fine, it will also replace the ENTIRE field value (not just the identified text string) with whatever replacement value you designate. Thought you could use a transformation for common address standardizations like replacing "Street" with "St"? Think again, because the way it exists now will…

    4 votes
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  2. Allow import or update of gift reference on existing gifts

    Allow us to import updated gift reference data on existing gifts

    3 votes
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  3. Split gift by percentage

    Add the ability to transform gifts by a set percentage of the gift amount in order to create a split gift with multiple funds. Example, 80% of the gift to one fund, 20% to another

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Child object matching on address in Salesforce

    Currently, address is not a child object in Salesforce, so when address fields are mapped, address data can be overwritten or duplicate contacts can be added when addresses are different (depending on matching criteria). Child object matching on address would help address this issue.

    0 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  5. ZIP code matching in Salesforce

    Currently, 5-digit ZIP codes and 9-digit ZIP codes (where the first 5 digits are the same) will not match when attempting to match incoming records using address as matching criteria. This allows duplicate contacts to be added to Salesforce since Omatic does not match on the address when ZIP is one of the address field criteria.

    0 votes
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  6. ability to select what fields are updated separate from mapping/matching fields

    It would be helpful if we could use fields for matching but then select which ones we actually want to be updated.
    For example, match on name or Constituent ID/Donor ID, but only update the email address or web appeal activity information.

    3 votes
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  7. Would like the ability to apply communication preferences in Encompass to the sub community where the email is sent out of.

    have global categories at the root level, permissions for these categories are sub-community specific. This means that updates to categories at the root level do not affect sub-community levels

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  8. Add percentage of match results to ready buckets

    The older version of Omatic Cloud displayed the percentage of matching information between records in our systems (Altru and Constant Contact). This was very helpful to us as we could minimize the amount of data being sent by only sending records with a percentage match under 100%. We would love to have this feature available again.

    13 votes
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    2 comments  ·  Admin →
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  9. Ability to add non constituent guests to Omatic Cloud

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Show Run Schedule in History and current last run date

    We do not have a way to know what date/time range was used on any formula run. Also, we don't have visibility into the latest last run date. We are encountering issues with too much data being synced over and do not have dates/times to easily troubleshoot.

    1 vote
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  11. Include All Mailchimp API options - Member management

    Mailchimp matching on email address sends an exception when Omatic Cloud - RE has a new email address for an existing contact in MailChimp

    1 vote
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  12. Formula type "BBCRM Constituents to Luminate Group" improvement

    Currently when using this type of formula, the records need to be loaded to LO group all at once (automatically or send from Ready bucket).

    My suggestion for improvement is to make the formula only rebuilds the group on each “fresh” run (at scheduled time), so we can process 1:1 match or 1:many match. Because we can not expect records in CRM and LO are perfect match at all times.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  13. SSO Support for SAML 2.0 or OIDC

    It would be great if there was improved SSO support for Identify Providers other than Microsoft.
    Maybe SAML 2.0 or Open ID Connect to enable support for customers chosen IDP.

    1 vote
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  14. Log when a formula is reprocessed in Activity History

    Currently the activity history does not show when a formula is reprocessed. This info would be helpful especially when working through the exceptions buckets. it would all use to better track errors that are recurring.

    4 votes
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    2 comments  ·  Admin →
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  15. Allow formula to always send full list of constituents from Luminate Group

    Right now formulas are only based on time, I would like to build very specific queries in luminate to build groups and have omatic pull all records into RE every time from a group. This is important because group rebuilding once every day, and if a new constituent is missed the rebuild the next day will catch the constituent. But since the current formulas use last run date the only way that new constituent will go to RE is if it is modified.

    1 vote
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  16. When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  17. A request for one formula type for both Organizations and Individual Gifts

    1 vote
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  18. In ImportOmatic, the next record to take action on pops up automatically. Could OC provide this option in 1:Many Matches bucket?

    1 vote
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  19. 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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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Add Ability to Clear Fields in Luminate Online

    Currently, we are unable to clear fields in Luminate Online when we know data no longer exists or is inactive. It is a risk to not enable a way to clear data in Luminate Online, as the data could flow back into RE undoing the data staff changed. A null value should not clear a field, rather use a character like ~ to indiciate a field should be cleared. This should work for any data type (date, text).

    3 votes
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