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393 results found

  1. Facebook Fundraiser ID Field Available for Omatic Cloud

    It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.

    https://kb.blackbaud.com/knowledgebase/articles/Article/199607
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistration

    Thank you!

    1 vote
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  2. Include Marketing Source Code and Receipt Stack

    Please include the following fields for mapping:
    - Marketing Source Code
    - Receipt Stack

    11 votes
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    under review  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  3. Autocorrect empty fields instead of needing "Is Not Blank" Replacement

    It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.

    1 vote
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  4. Add Prospect Status

    From what I can tell Prospect Status is not a field we can currently load to.

    3 votes
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  5. Enable Importing of Pledges from GiveCampus

    The ability to import Pledge Commitments and Pledge Payments through the GiveCampus connector API would be incredibly valuable. Currently these types of gifts can only be processed from a flat file, and this would be an incredibly useful addition to the connector functionality overall.

    0 votes
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  6. Upgrade EveryAction connector to post gifts to EA.

    The EveryAction connector only allows you to sync gifts from EA to RENXT. It would be helpful the option to push giving history to EA as well. It says you can map gift queries and gift lists from RE, but the only endpoints in EA are for people.

    Within the EA API, there are endpoints for posting contributions and bulk uploads, implying that Omatic could implement this feature to create a true bi-directional sync.

    https://docs.everyaction.com/reference/post-contributions
    https://docs.everyaction.com/reference/bulkimportjobs

    3 votes
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  7. Attribute Comment Updating

    When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Ability to increment numbers

    Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
    and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)

    1 vote
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  9. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Enforce the Organization Relationship Address to default on the Constituent Address Field for Businesses

    I had an issue recently in Omatic Cloud where I could not add business address information to the organizational relationship record so that it defaults as a business address option on the constituent address. Instead I needed to include both the the organizational relationship to show the Company Name and Position (without an associated address, this was a blank/empty field), as well as, adding a second constituent address separately and labeling it as business address. I now have to manually go into Raisers Edge and copy each constituent business address and paste to each of the businesses on the relationship…

    1 vote
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  11. Matching on middle names and birthdates

    We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Ability to delete Custom fields

    It would be helpful to have the ability to remove Custom Field Attributes in NXT, not just add them.

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Need Calculate Transformation in Concatenate

    We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. Inactive Existing Emails

    We need to be able to mark over 800 EXISTING emails inactive in the RE database. These are emails that bounced back as invalid from an email blast we sent out. It will take too long to manually mark these in each person's record. This would be very beneficial if we were able to do this through Omatic.

    1 vote
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  15. Add Google Drive/Sheets Connector

    We are a Google Workspace customer. We often get event registrations and other data that goes from a form to a Google Sheet. It would be fabulous to be able to use a Google Sheet as a data source to import data to Raiser's Edge without having to download it to Excel, recheck and fix the formatting since Excel always messes with field formatting and leading zeros, then upload the Excel file to Omatic Cloud.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Ability to tag and filter formulas in Omatic Cloud

    Ability to tag and filter formulas in Omatic Cloud. I have over 60 different formulas and most vary from the same set of rules i.e. we have two formulas for one file so we can adjust fields for new and existing records. Right now the tabs are useful but since they are user specific when I sign up a new user I have to spend time helping them find the right formulas. If there were tags I could assign departments, new vs existing, and formula type to make the search easier. It would also be nice to be able to…

    5 votes
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  17. Bulk in line edit

    Having the ability to bulk in line edit records would be very beneficial.

    4 votes
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  18. 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.

    22 votes
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  19. Omatic user name populated as record owner

    Populate the Omatic user name who is uploading the records to Salesforce into the associated records (opportunity, contact(s), and accounts.

    3 votes
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  20. RENXT <> HubSpot list mapping

    We would love to have year to date giving included in the RENXT <> HubSpot list mapping. I see greatest gift, gift gift and latest gift, but having YTD giving would be super helpful for donors who give multiple times a year.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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