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361 results found

  1. Classy Endpoint API Field Additions - Transactions connector - we need "member_phone" added

    1 vote
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  2. US phone number - catch incomplete phone numbers

    Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers

    US Phone Number Normalization
    Goal: normalize to digits, then detect “short” values and exclude them.

    Steps on the phone field

    Telephone format (or use Replace to strip punctuation)
    Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
    Fixed Length Formatting
    Fixed Length: 10
    Append Value: choose a unique character,…

    1 vote
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  3. option to not overwrite receipt type

    we have to map to receipt type as this is a required field when creating constituent records. But this means the receipt type is constantly being overwritten, which we don't want. Can we have options, similar to what is available for email/phone number, where we can choose to not overwrite it if a match is found

    3 votes
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  4. be able to define "Run Once" to within hours or minutes - not only days

    sometimes a gift gets accidentally deleted, so we have to use the "Run Once" function to re-run teh formula. It would help if I could run it for just exactly that single transaction I need to import, rather than a whole day of data which could be thousands of gifts

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Add Suffix as a field for matching.

    We bring in many alumni or students who have parents who match on first, last, address, etc. and we would like to use Suffix as a matching or autopick field.

    0 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. test connection

    Particularly while I am setting up or testing a new connection I find myself going in to edit the formula often. Each time I go in I have to wait for the connection to be tested. I think it would save a good bit of time if the connection testing was separated out so that you could make changes a little at a time. If you have just setup a connection and its tested, that's not likely to change within the first day of being setup.

    1 vote
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  7. email notification

    Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Add Classy Live Transaction Types

    Classy Live has different transaction types available than Classy. Not having the Classy Live transaction types available is creating a lot of manual work on our end because we use these types in a transformation for the package code in Raiser's Edge.

    3 votes
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  9. Allow Custom Routing-Omit to compare Source Fields to Destination Fields.

    Use Case: RE-Nxt to Salesforce (for Email)

    We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.

    Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  10. Formula Exceptions Automate Reprocessing/Retrying

    Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)

    1 vote
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  11. Export returned data in the queue

    Making use of Omatic's great finding and filtering functions I attempted to export a queue and to my surprise, there was no "RE ID" in the export, after talking to lovely tech support agent, Amanda, she suggested I add this idea here.

    Exporting the returned data, specifically the "matched" RE ID, given in the queue would allow me to quickly filter, cleanup and manipulate the .csv file in Excel. This would be tremendously useful for me, as I could notify the Team before the gifts are processed, not to mention the added benefit of making edits prior to sending to…

    3 votes
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  12. View API Name in Object Picker

    When selecting fields in the Object Picker, some of them have the same label but different API names. For example, we can have City (MailingCity) or City (City_Employer). It would be extremely helpful if we could hover over the field and see the actual API name to ensure we're mapping to the right field, rather than needing to do a lot of trial and error testing.

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  13. Tom

    Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
    There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
    A formula could do this.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. ability to use logic to pick from multiple source fields

    For instance: Let's say the destination field is Last Name.

    I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. EveryAction Field - "Campaign Type"

    It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.

    1 vote
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  16. Ability to import contact record for Organization Gifts in EveryAction

    Currently, we don't have the ability to import the primary contact/relationship for an Organization gift with the EveryAction connector. Adding this functionality would allow for more complete gift records as that is critical information missing.

    0 votes
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  17. Custom Routing - Activity History

    Would be beneficial to see in the activity history when records are deleted/removed due to the custom routing settings. This way if we see x number of records ingested but only see x number in the buckets it can help us audit the numbers we are seeing. Right now records just 'disappear' depending on the settings.

    3 votes
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  18. Facebook Fundraiser ID Field Available for Omatic Cloud

    It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.

    https://kb.blackbaud.com/knowledgebase/articles/Article/199607
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistration

    Thank you!

    1 vote
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  19. Allow mapping to gift subtype and gift code for pledges

    Allow mapping to gift subtype and gift code for pledges. I currently get a message that this in unavailable for pledges.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  20. Allow for the Import of Gift Aid Declarations in Omatic Cloud

    Absolutely critical for clients in the UK doing any gift importing. This is a feature that is UK specific but needed to move IOM profiles to OC.

    1 vote
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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