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326 results found

  1. Option to get user input when incoming data doesn't match existing data for specified fields

    We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.

    For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.

    The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…

    6 votes
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    started  ·  1 comment  ·  Salesforce  ·  Admin →
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  2. Have a repository for transformations

    Can we have a have a repository for transformations so we don't have to rebuild and maintain them on different formulas? That would save a lot of time and double checking. Thanks!

    111 votes
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    under review  ·  8 comments  ·  Admin →
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  3. Allow for email campaigns to be excluded from data push to database of record

    Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.

    9 votes
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    2 comments  ·  Blackbaud CRM  ·  Admin →
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  4. Include non-mapped source fields in summary fields to help with decision making.

    We don't want to update fields in LO but want to see the source fields (which are not used in the mapping) in summary fields to assist in making decisions.

    1 vote
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    0 comments  ·  Admin →
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  5. Prevent the page from updating/refreshing after every action.

    1 vote
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    0 comments  ·  Admin →
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  6. Make inline editing available in 1:Many Matches

    1 vote
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    0 comments  ·  Admin →
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  7. We would like the ability to sort data in the Needs attention bucket. This is the way they used to be ordered.

    Previous order was:
    1. 1:1 Matches
    2. Multiple Matches
    3. New Records
    4. Destination Exceptions
    5. Formula Exceptions

    1 vote
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    0 comments  ·  Admin →
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  8. Would like the ability to freeze 1st 4 columns ; Without these frozen, they are losing sight of data point information.

    1 vote
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    0 comments  ·  Admin →
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  9. Allow pulling an unsubscribe list from constant contact

    Currently cannot pull this list. We tried to set this up pulling from the edit date, but that date is not updated when a contact unsubscribes. How else can we pull an unsubscribe list from constant contact?

    9 votes
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    under review  ·  0 comments  ·  Admin →
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  10. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    7 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Deceased indicator

    Display a deceased indicator in the data differences columns of the triage buckets, similar to displaying Mailchimp contact status. This will help with decisions without me needing to step into the record just to find out they're deceased.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Provide a merge option for records merged in RENXT and corresponding records updating in Engaging Networks

    Provide a merge option for records merged in RENXT and corresponding records updating in Engaging Networks

    3 votes
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    0 comments  ·  Admin →
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  13. Add connector for AlumnIQ

    Would like a connector for AlumIQ for BBCRM OC
    https://www.alumniq.com/

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  14. Post-to-GL: Create New Journal or Append to Existing Journal

    The process of uploading a file to Post-toGL creates blank or incomplete JE in FE NXT if there are data entry errors in the document that cause the transaction import to fail.

    Could the Post-toGL connection be updated to provide the options / ask the question if the user wants to:

    1. Create a New Journal Entry
    2. Append to an Existing Journal Entry

    This update would reduce the number of empty or incorrect JE that have to be deleted from FE NXT.

    3 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  15. Update Matching with Encompass Connector

    When going from BBCRM to Encompass Matching only allows for custom options and pre-populates with ALL currently mapped fields.

    While this is trying to be helpful, if there are 30 mapped fields it will default to matching all 30. At that point it would be more helpful to not pre-configure matching and let the user configure the matching.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  16. Release Note Subscriptions

    Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).

    With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.

    3 votes
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    under review  ·  1 comment  ·  Admin →
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  17. Automatically delete $0 "donations" when importing

    Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."

    When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.

    Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."

    1 vote
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    started  ·  0 comments  ·  Salesforce  ·  Admin →
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  18. Seeing scheduled dates and times easily

    Be able to see scheduled date and times for all formulas on integrations/formulas page.

    0 votes
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    planned  ·  0 comments  ·  Admin →
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  19. Adding opportunity_ID to link actions to opportunities (proposals)

    In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.

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

    4 votes
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    1 comment  ·  Admin →
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