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371 results found

  1. 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.

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  2. 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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  3. 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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  4. 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.

    5 votes
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    under review  ·  3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Autocorrect empty fields instead of needing "Is Not Blank" Replacement

    It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.

    1 vote
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  6. Add Prospect Status

    From what I can tell Prospect Status is not a field we can currently load to.

    3 votes
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  7. Enable Importing of Pledges from GiveCampus

    The ability to import Pledge Commitments and Pledge Payments through the GiveCampus connector API would be incredibly valuable. Currently these types of gifts can only be processed from a flat file, and this would be an incredibly useful addition to the connector functionality overall.

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  8. Upgrade EveryAction connector to post gifts to EA.

    The EveryAction connector only allows you to sync gifts from EA to RENXT. It would be helpful the option to push giving history to EA as well. It says you can map gift queries and gift lists from RE, but the only endpoints in EA are for people.

    Within the EA API, there are endpoints for posting contributions and bulk uploads, implying that Omatic could implement this feature to create a true bi-directional sync.

    https://docs.everyaction.com/reference/post-contributions
    https://docs.everyaction.com/reference/bulkimportjobs

    3 votes
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  9. Review menu scrollbar

    On the review menu it is a mild inconvenience to have the scrollbar all the way at the bottom, would be awesome to have it available at the top or at any moment in the review screen to see the fields

    2 votes
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  10. tabs

    More Tabs! I'm ok with having an "All Formulas" tab, however I like to have one tab per vendor, and I can't do that now.

    2 votes
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  11. Attribute Comment Updating

    When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Ability to increment numbers

    Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
    and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)

    1 vote
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  13. Ability to import gift note

    Currently I cannot import a flat file of gifts into an NXT/webview batch because I want to add a gift note.

    3 votes
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  14. Include/change the automation for spousal soft credits from the gifts field mapping to a relationship field mapping

    In Omatic Cloud I came across the spouse soft credit under the gifts field mapping and believe this should be changed to the relaionship field mapping. When I add my new parents/grandparents, I would like to mark their spouses as automatically receiving soft credit prior to their first gift being received. That way when I add the gift in the Raisers Edge after my import has successfully been uploaded, I will not have to remember to manually add the sodt credit, it will automatically default to the spouse record.

    1 vote
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  15. Enforce the Organization Relationship Address to default on the Constituent Address Field for Businesses

    I had an issue recently in Omatic Cloud where I could not add business address information to the organizational relationship record so that it defaults as a business address option on the constituent address. Instead I needed to include both the the organizational relationship to show the Company Name and Position (without an associated address, this was a blank/empty field), as well as, adding a second constituent address separately and labeling it as business address. I now have to manually go into Raisers Edge and copy each constituent business address and paste to each of the businesses on the relationship…

    1 vote
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  16. Calculate ignore text or have transformations within calculation - specifically remove text (ex. $)

    Transformations within calculation - specifically remove text (ex. $)
    or have the calculation ignore text such as "$" and only respect/ingest numbers since it cannot calculate at all if there are any non-numeric characters

    1 vote
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  17. Need Calculate Transformation in Concatenate

    We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. Inactive Existing Emails

    We need to be able to mark over 800 EXISTING emails inactive in the RE database. These are emails that bounced back as invalid from an email blast we sent out. It will take too long to manually mark these in each person's record. This would be very beneficial if we were able to do this through Omatic.

    1 vote
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  19. Add Google Drive/Sheets Connector

    We are a Google Workspace customer. We often get event registrations and other data that goes from a form to a Google Sheet. It would be fabulous to be able to use a Google Sheet as a data source to import data to Raiser's Edge without having to download it to Excel, recheck and fix the formatting since Excel always messes with field formatting and leading zeros, then upload the Excel file to Omatic Cloud.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Omatic user name populated as record owner

    Populate the Omatic user name who is uploading the records to Salesforce into the associated records (opportunity, contact(s), and accounts.

    3 votes
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    0 comments  ·  Salesforce  ·  Admin →
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