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269 results found

  1. Classy Endpoint API Field Additions

    Classy Recurring Giving Plans:

    1. Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
    2. Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation

    Classy Transactions:

    1. ACH Last 4 (Available on Recurring Giving Plans)
    7 votes
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    2 comments  ·  Admin →
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  2. Audit trail on P2GL formulas

    We need a way to identify who (which user) created and last changed a P2GL (including POM) formula. We also need an audit trail to identify who may have deleted a P2GL formula.

    1 vote
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    1 comment  ·  Post to GL  ·  Admin →
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  3. Salesforce Opportunity Name: Only Add if New

    When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  4. Increased Email Import Capabilities

    We would like the ability for more detailed mapping of emails/phone numbers like it does for address updates. For example, the ability to add an email as a specific type ONLY if it does not already exist on their record. If it does exist, the option to ignore or update the email type. It would also be nice to say if a specific email type exists, add as "Email 1, 2, 3, etc." There are many times during events we get new email addresses but do not want to override an existing email address and do not want 5 of…

    11 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Ability to apply gift to full constituent spouse when matched on non-constituent spouse.

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

    3 votes
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  6. 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.

    22 votes
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    2 comments  ·  Admin →
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  7. Add a Zoom connector for registrations

    3 votes
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    under review  ·  1 comment  ·  Admin →
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  8. Add ability to filter transactions from Engaging Networks

    It would be nice to be able to filter incoming Engaging Networks transactions by the status. The status being returned from Engaging Networks is either "success" or "reject" and we'd like to be able to filter the declined, or rejected, transactions.

    3 votes
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    under review  ·  0 comments  ·  Admin →
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  9. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Ability to Override in Formula Exceptions

    There should be an option other than Delete in the Formula Exceptions bucket. We should be able to Override it, especially if we know that person IS in Raisers Edge but for some reason the server dropped when looking for the record. This would help so that we aren't relying solely on the ability and capability of the servers to connect records.

    22 votes
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    under review  ·  1 comment  ·  Admin →
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  11. Another User Role for Running Formulas

    There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".

    It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.

    5 votes
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    under review  ·  0 comments  ·  Admin →
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  12. HubSpot Email Information Subscription Dates

    It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions

    9 votes
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    planned  ·  1 comment  ·  Admin →
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  13. Allow all custom questions in a single formula for Classy connector

    If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.

    8 votes
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    1 comment  ·  Admin →
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  14. Name fields from Stripe to populated

    Stripe specific parsing reques

    3 votes
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    planned  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. More than 4 Tabs for adding formulas and and when we add a formula to a tab it will be removed from "All Formulas".

    1 vote
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    0 comments  ·  Admin →
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  16. Phone format for UK

    In ImportOmatic with the dictionaries we had ability to check if the phone number was less then 11 characters and add a '0' at the beginning of the string

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  17. Custom routing of records

    Sometimes records need additional review steps and currently we are capturing those notes in an email/document to work through outside of the formula. We think Custom routing of records may help with this as it would allow us to set criteria (or decided on the fly) to route records to a special bucket, for instance, to review later. This would be a time-saving enhancement.

    9 votes
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    planned  ·  2 comments  ·  Admin →
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  18. Allow formula to run against all dates

    We use a constituent formula to sync RE NXT records to LO Donor Groups. Currently, the formula will only sync records modified within the past 30 days, but we may have thousands of records not modified in that date range that still need to be in a particular donor group. Forcing a change in the modified date just unnecessarily increases the volume of records also synced by the Opt In formula. We would like to be able to choose to run the formula against all dates.

    5 votes
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    started  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. Record Routing / Advanced Matching Working Together

    Currently, if Advanced matching settings are enabled, it interacts with routing in a way that unintentionally disrupts routing to ready based on Primary match. It would be helpful to include "Primary" matching in routing rules. Due to the current interaction, it probably wouldn't be recommended to use primary matching on one field if the route to ready rules are based on multiple fields.

    1 vote
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    0 comments  ·  Admin →
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  20. Every Action Enhancement: Add Origin Form Name

    Can we please add Origin Form Name as a mappable field in the Contributions endpoint for Every Action?

    0 votes
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    under review  ·  1 comment  ·  Admin →
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