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338 results found

  1. Update the Engaging Networks / Raiser's Edge connector to allow mapping to the Origin Source field in Engaging Networks

    There is a field in Engaging Networks called Origin Source which shows what caused someone to sign up to our mailing list. I would like to be able to bring this information from EN to RE, as well as push information from RE to EN if we are uploading new records).

    https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#get-origin-source

    2 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Sonia,


    Thanks for your suggestion here.  We are currently reviewing this idea.  From our research it appears as though the Origin Source may only come from the Bulk Export API (which is what Omatic uses to pull data from Engaging Networks) on the transaction that created the constituent in Engaging Networks.  I am trying to find more information about this.  As a result, I want to confirm how you intend to use this field so we can be sure we are considering your use case.  


    Can you share when you intend to use this origin source data?  Is this donation transactions or some other type of transaction that you are pulling from Engaging Networks that you hope to have this field available to use?  Anything else you can share about your intent and intended use would be helpful.


    Thanks again.


    Steve Brewer

  2. 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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  3. 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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  4. 1: Many, Freeze Incoming Record

    If the potential matches in a 1:Many triage bucket record is greater than 5 and you scroll down to see if one of the lower potential matches might be it, the Incoming Record row disappears. It's like working in a spreadsheet where the top row isn't frozen to always display. Can we have something like Freeze Panes in the 1:Many triage buckets?

    2 votes
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  5. 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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  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.

    3 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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    1 comment  ·  Admin →
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  8. Be able to match to Gift Attribute Import ID in order to update gift attributes

    Seem to be able to add new gift attributes, but not update existing gift attributes. Being able to globally update existing gift attributes would be very useful

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Add a filter option for Classy campaigns.

    Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
    campaign name or internal campaign name containing "renew", which for us, would allow us to create a…

    3 votes
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    0 comments  ·  Salesforce  ·  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. Update field labels for Classy FMV and Tax Deductible Amount

    In the Classy Connector, Raw Overhead Net Amount = Fair Market Value & Raw Donation Gross Amount = Tax Deductible Amount. These labels are not intuitive for mapping. Can they be reworded to exactly what they are?

    6 votes
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  12. Allow matching on fuzzy address formats

    Incoming address may be the same as existing, but with different format. We do not want to overwrite the existing address with one that has an incorrect address format and be constantly doing data clean up to correct. Need an option to only update address if it is different from existing address by a percentage. If it is 90% the same, then don't update address. OR it should give value update option, as it does if incoming title is different

    79 votes
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    under review  ·  6 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Allow all custom questions in a single formula for Classy connector

    If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.

    8 votes
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  14. 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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  15. Add ability to only add certain mapped fields to new records

    We would like to be able to decide specific criteria only applicable for new records added, not existing. Similar to applying default settings to new records in Importomatic.

    Examples:

    -Add addressee/salutation styles to new records
    -Only add constituent code to new record
    -Only add preferred name to new record

    72 votes
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    5 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Add Table Entry If It Doesn't Exist

    It would be very helpful if Omatic Cloud could add a table entry during the import if it doesn't already exist. This is IOM functionality that is needed in Omatic Cloud.

    12 votes
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    3 comments  ·  Admin →
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  17. Ability to Send One by One from Ready

    it would be helpful to have the ability to send records individually from Ready.
    Sometimes a record might need more review while others can be sent to the destination.

    20 votes
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    2 comments  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Thanks Amanda.  Can you share a scenario or two why someone would want to be reviewing records in Ready?  We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed.  Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket?   Meaning, is there some other criteria that calls out the need to review?  If so, what might that be?

  18. Classy Endpoint API Field Additions

    Classy Recurring Giving Plans:

    1. Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
    2. Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation

    Classy Transactions:

    1. ACH Last 4 (Available on Recurring Giving Plans)
    4 votes
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    2 comments  ·  Admin →
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  19. Increased Email Import Capabilities

    We would like the ability for more detailed mapping of emails/phone numbers like it does for address updates. For example, the ability to add an email as a specific type ONLY if it does not already exist on their record. If it does exist, the option to ignore or update the email type. It would also be nice to say if a specific email type exists, add as "Email 1, 2, 3, etc." There are many times during events we get new email addresses but do not want to override an existing email address and do not want 5 of…

    20 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  20. additional -- useful -- logic operators in P2GL

    Can we add some additional -- useful -- logic operators to P2GL?

    *Blank
    *Not Blank
    *Does Not Contain

    Blank and Not Blank are especially useful. Today, without them, we're forced to use 'Equal' or 'Does Not Equal' and then compare that to an unpopulated field. Sometimes, however, if there are spaces in a field, it might look to be blank but isn't really.

    All and all, it's just safer and more efficient to have 'Blank' and 'Not Blank' operators.

    'Does Not Contain' is useful for working against alphanumeric data, and would prevent needing to use more complicated 'If/Then' or 'True/False'…

    5 votes
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    1 comment  ·  Post to GL  ·  Admin →
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