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326 results found

  1. Applying Gift to Head of Household (HOH)

    Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Add UTM fields to GiveCampus connector

    GiveCampus recently added the UTM fields to their Gift API. We would like these added to help with tracking gift appeal data.

    1 vote
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  3. Include Date Added and Date Processed fields to review bucket export

    I love the new fields for Date Added and Date Processed. It would be nice to include these in the Export that we can create from review buckets to help with troubleshooting in excel.

    1 vote
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  4. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    6 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. 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…

    7 votes
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    2 comments  ·  Admin →
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  6. Fuzzy text string matching

    Human beings are imperfect and ever-changing, and I expect OC to accommodate that variability the same way IOM does. If OC cannot find a potential Constituent or Relationship match between nearly identical strings like "Rachel Bailey" and "Rachael Bailey," then I'm forced to use IOM until it does. In the meantime, my organization is paying extra for a software that creates multiple duplicate Constituent, Relationship, and Address Records. See also https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46745101-allow-matching-on-fuzzy-address-formats

    9 votes
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  7. Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile

    Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Allow us to stop/pause formula when running

    Give us the ability to "Pause" or "Stop" processing. We currently have to open a ticket with support to kill a process. It would be more efficient and timely if we have that control.

    6 votes
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  9. Export Formula Option from Data Queue

    It would be helpful to be able to export the formula from the Data Queue screen rather than having to open the formula and navigate to the mapping page. The button location could be below the "Other Options" section on the formula options flyout.

    1 vote
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  10. Ability to Overwrite an Entire Data Extension in SFMC

    In some cases, it would be great to be able to instead of update the Data Extension, instead having the ability to Overwrite it with all records in a query. So all records not in the query are removed from the Data Extension.

    1 vote
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  11. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  12. 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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    planned  ·  1 comment  ·  Admin →
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  13. Multiple Route to Ready Criteria Options

    It would be helpful to have the OR operator for "Route to Ready" based on critera.

    Ex: If Classy ID matches, Route to Ready

    OR

    If First Name/Last Name/Email matches, Route to Ready

    3 votes
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    planned  ·  3 comments  ·  Admin →
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  14. Need someway to determine what data DID NOT flow through Omatic

    We've had multiple instances of data not flowing from LO through Omatic and into SF. It would be great if there was a list of items that were not pushed through Omatic, so we would know what needed to be moved manually from LO to SF.

    0 votes
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  15. Duplicate data checks between columns

    It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Omatic Data Service

    We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.

    2 votes
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  17. Autoreprocess on Destination Exception Queue

    It would be helpful to have retry/resend logic on records in the destination exception queue.

    Examples: running Classy Recurrings Gifts and Classy Transactions on a continuous schedule, API limits exceeded, etc. This would be very help especially for clients that have to link records to parent records but want continuous functionality.

    3 votes
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  18. Additional Object Picker Field Access for Contact Roles

    It would be great to have access to additional fields on the object picker when creating Contact Roles in Salesforce. This would allow for the prevention of duplicate Contact Roles being created in Salesforce if a Contact Role already exists for a Contact on an Opportunity.

    Our integration is set up to create a TeamRaiser Participant Contact Role in Salesforce in order to soft credit a person who is fundraising and receives a donation. When a person donates to his/her own fundraising efforts, a donor Contact Role is created (as desired) for that person along with a second Contact Role…

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  19. Allow Phone number as matching scenario in the RENXT API

    1 vote
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  20. Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.

    In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.

    Please make sure that this is…

    2 votes
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