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289 results found

  1. Use Bulk API for updating EN

    Use the bulk api to upload audiences from Raisers Edge to increase throughput

    3 votes
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    1 comment  ·  Admin →
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  2. Add Formula Schedule Changes to Activity History

    It looks like most formula edits are included in Activity History, except for Schedule changes.

    1 vote
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  3. Custom Fields in Every Action Connector on Contributions

    It looks like custom fields are available for Contributions in the EveryAction connector, but we can't access the Contribution custom fields that are available on the Recurring Commitment formulas. Example--we're looking for a custom "Fund" field that has been created to further breakout gifts, but we are not able to map to this right now for recurring commitments. The custom field is available on the contribution.

    1 vote
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    under review  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. 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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  8. Classy Transaction Filters

    I would like to include the following filters in the Classy Transaction Endpoint:

    1. Company Gifts based on if Company is provided or Individual Gifts Based on if Company is not provided.
    2. Only Recurring Donations or Only Individual Gifts
    3. Status: Include Succesful or Pending(ACH)
    4. Date filters Refund Date, Date Modified, Date Added, or Payout Date.
    2 votes
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  9. 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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    1 comment  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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    0 comments  ·  Salesforce  ·  Admin →
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  18. 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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    0 comments  ·  Salesforce  ·  Admin →
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  19. Creating Lists for records imported in Omatic Cloud

    One of my favorite features of ImportOmatic is its ability to create queries around new and updated entries after each import, along with exported update files. If something goes awry with an import, this function allows me to have an easily-pulled grouping of any affected records. Right now, the only way I can do this in Omatic Cloud is with an ad hoc workaround (like adding a constituent attribute for when the records were touched by Omatic Cloud). Having the option to have any imported records added to a List in NXT would both be more convenient, and would avoid…

    5 votes
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    1 comment  ·  Admin →
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  20. RE NXT-Add or REMOVE Cons Codes and Solicit Codes

    We need the ability to remove constituent codes or solicit codes like we do in IOM. There is no option for that in OIC, and the removal character does not work.

    5 votes
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    1 comment  ·  Admin →
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