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352 results found

  1. Add additional "Actions" to Ready Bucket

    Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).

    3 votes
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    2 comments  ·  Admin →
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  2. Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing

    Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.

    We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.

    The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.

    The current behaviour appears to add a new constituent code to…

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Enable Short vs Long Formatting for Address Lines

    Currently, the replace function will impact the entire string. Example: When formatting an address, 111 West 3rd Street, I want to replace West with W & Street with St. In this scenario, the current functionality will give me an output of “W”. I would like to request the functionality to replace individual elements of a string. Example: When formatting an address, 111 West 3rd Street, I’d like to replace both West with W and Street with St, giving me an output of 111 W 3rd St. Without this additional functionality it is impossible to keep aligned with our database standards…

    35 votes
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    planned  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Update FE NXT Batch Desicription on import error

    Post to GL creates the JE batch and then progresses through importing the transactions. If a transaction results in an error, Post to GL stops the import process—however, it may have completed a partial import, and that partial import may be "in balance."

    It would be helpful if, when Post to GL fails due to a transaction error, the JE batch description could be updated to append an error message so Finance is aware that the batch was not created successfully.

    3 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  5. 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.

    10 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Exclude Administrators

    Currently, LO connector imports administrators to Raiser's Edge. However, you can't update Luminate Administrators with LO connector, which is good.

    The profile should ONLY work with constituents, NOT user accounts. Filtering out administrators should be an option without a group filter from the profile settings.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Reprocess without Re-matching

    Currently, when editing a formula you need to reprocess the data for the changes to take effect. What would be nice is there was an option to reprocess the data without needing to do the rematching.

    For example, I edited a transformation after pulling in 100k records. Specifically updated the comments which is Defined not matched. Another example would be updating a transformation on a field that is not being matched by or routed by.

    So essentially is an field is not being used to match or to route, then there is no reason to have to re-do the record…

    2 votes
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    under review  ·  1 comment  ·  Admin →
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  8. Request to add ability to use sub forms in VolunteerHub

    Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.

    4 votes
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    1 comment  ·  Admin →
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  9. Integrations/Formulas | Mapping | Total Sum of Two Cells/Columns from an Import File

    Built-in feature that allows combining two column headings to create a total sum during the mapping process.

    Example: scenarios of summing platform fees and transaction fees.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. Prevent the page from updating/refreshing after every action.

    1 vote
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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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