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269 results found

  1. Ability to remove special non-ASCII characters aka Emojis

    It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.

    Use Case - Email subject lines often include these unreadable/unusable characters.

    4 votes
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  2. RENXT Record Type Displayed in Buckets

    It would be helpful to see what kind of record type (Constituent/Non-constituent/Relationship) a record was while reviewing in the 1-Many matches bucket. This would speed up the process of determining which record is the correct match. This could be done through an extra column (that might be hidden if not wanted) or font formatting.

    8 votes
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  3. Ability to Schedule Exports from RE/NXT

    It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Adding HubSpot Alternate Email

    It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. HubSpot additional Properties under Email Information Group

    For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Search Functionality in 1:1, 1:Many, New Record Queues

    It would be helpful to search function across all the record queues to find certain points of data. This could operate similar to a Ctrl F but across all pages within that bucket.

    4 votes
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  7. Ability to Manually Pause Formulas when "Failed to connect to Data Sources"

    It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.

    1 vote
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  8. Make popular / favourited translations available with one click

    In Importomatic, to add Proper Casing takes one click. In Omatic Cloud it takes around 7. It would be useful if we could "favourite" certain translations, so that these are able to be applied with a single click.

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns

    When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.

    I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.

    10 votes
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  10. RE Wealth/Ratings added to RENXT List Formula Type

    We would like to have Wealth/Rating fields available in the RENXT List formula type.

    1 vote
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  11. Enforce Unique Formula Names

    Formula names should be unique in Omatic Cloud. Multiple formulas with the same name can cause confusion during processing or reporting an issue with support.

    3 votes
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    under review  ·  2 comments  ·  Admin →
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  12. Request to add more retries to HubSpot endpoint

    No API limit errors between formulas

    0 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Request for First and Last Name fields for attendees in Fundraisers profile/formula

    Ability to import first and last names for event attendees as separate fields

    0 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. Able to map Credit Card Brand from Stripe

    requested the Brand name for credit card to be added to the connector.

    0 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  15. Pull All Records Through BBCRM Query

    Ability for all records to be pulled through BBCRM

    0 votes
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    under review  ·  0 comments  ·  Blackbaud CRM  ·  Admin →
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  16. Add Payout ID and Date to the API

    Payout ID and Payout Date added to the API for reconciling between P2GL and OC integration. It's a critical information requirement.

    0 votes
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  17. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.

    2 votes
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  18. Have ability to map to custom attributes for a Participant

    We record event specific information against a participant of an event in RE. Could the endpoints for attributes for a Participant be made available to enable us to add/update these.

    3 votes
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  19. Rearrange grid columns & save column order

    In the upgraded Omatic Cloud, it'd be nice to be able to rearrange grid columns, and as another user mentioned, have the custom column order persist when a user leaves the page:
    https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46297684-make-column-order-in-data-grids-sticky-per-user

    6 votes
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  20. More intuitive relationship matching

    Relationship matching and routing works great IF the primary constituent mapped is already in RE.

    If the constituent is BRAND new then you are forced to go through the entire data flow for relationships even if the relationship is already in RE and is a 1:1 match. Meaning many unnecessary and inefficient additional clicks.

    5 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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