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367 results found

  1. Add the functionality to map 'Class Notes Status' in the Notes field section

    The 'Class Notes Status' field is used in RE Database view. We are unable to use Omatic Cloud to import class notes because this field isn't mapped.

    3 votes
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  2. Add the "Class Notes Status" field to the Notes field section

    Add the "Class Notes Status" field to the Notes field section

    1 vote
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  3. Import Processing

    I'm just learning Omatic Cloud and a big reservation I have about import processing is that I wish the job would not start processing the second you upload a file. I'd really like to be able to hit 'run' when I am ready for it to do so. There will be times when I upload a file and realize at the last second that I forgot to do something or will realize I've grabbed the wrong file. I just wish there would be the opportunity to say 'are you sure' before it starts running.

    1 vote
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  4. Selecting Mailchimp Journeys for Import

    We use Mailchimp's Automation Journeys for our emails, we can't see these to select from in the Mailchimp to RE NXT connector. We would like to apply an assigned appeal to these records in RE NXT who have started on a Journey, in that way they are excluded from being selected to import to mailchimp again and tell us who has had comms.

    4 votes
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  5. Match search on existing relationships within record

    It would be helpful to match on existing relationships that already exist on a record vs the entire database. For example, if there are duplicates of a non constituent organization relationship, it wouldn't be reasonably possible to narrow down which value was the existing relationship without opening up all the records to review first. Use case - schools, company relationships.

    0 votes
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  6. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    2 votes
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  7. Sort Data Differences in Buckets with Mailchimp Connector

    It would be great if we could sort the different Mailchimp connector buckets in a formula by data differences so that they are sorted to the top of the list or bottom depending on preferences. ie. purple highlights at the top or bottom of the list.

    1 vote
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  8. Pulling in Mailchimp actions from previous Campaigns sent in previous months, not just current month.

    I've noticed that after a mailchimp campaign has been sent, if donor clicks on a link or opens the mailchimp email many weeks or months after it was initially sent, that data does not pull into NXT. It would be great if there was a way to ensure that all mailchimp actions (sent, open, click, unsubscribe, abuse) are pulled into NXT regardless if it's from the current month's mailchimp campaign or an older one.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Matching on middle names and birthdates

    We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Ability to tag and filter formulas in Omatic Cloud

    Ability to tag and filter formulas in Omatic Cloud. I have over 60 different formulas and most vary from the same set of rules i.e. we have two formulas for one file so we can adjust fields for new and existing records. Right now the tabs are useful but since they are user specific when I sign up a new user I have to spend time helping them find the right formulas. If there were tags I could assign departments, new vs existing, and formula type to make the search easier. It would also be nice to be able to…

    4 votes
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  11. Inactivate old formulas

    It would be helpful to be able to inactivate old Omatic Cloud formulas. I would hate to lose the work by just deleting it, but the list is becoming a lot of noise.

    1 vote
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  12. Ability to map to Mailing ID and Finder Number on gift record

    These fields aren't available through the Blackbaud API, but we have numerous queries and reports that rely on them, dating back to when we first started using RE. We use the Mailing ID field to track the platform through which a gift was made, and the Finder Number field to identify constituents from acquisition mailing finder files. If we can't map to these fields in Omatic Cloud, it will require significant changes to our existing workflows. Currently, I'm adding this data to gift records with a Blackbaud import after importing through IOM+, which is not an efficient process.

    3 votes
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  13. Formula Tabs Across Users

    At the moment organising the formulas in tabs is a per user setting.

    When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...

    It would be great to be able to have the tabs shared across all users in the environment.

    2 votes
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  14. Improve CSV Export Format for Web Front-End Exceptions

    When exceptions occur in the web front end, users can export the affected records to a CSV file. However, the exported file does not match the format used by the system's formula, preventing direct external corrections and re-import.

    Currently, users must manually look up ID numbers in the original file, extract the rows, make corrections, and then re-import—adding unnecessary steps to the workflow. While small numbers of errors can be fixed directly in the web view, handling large batches this way is impractical.

    Proposed Solution:
    Provide the option to export the csv data so that it aligns with the format…

    3 votes
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  15. Name Formats - Custom Checkbox

    It would be helpful for OC to have the "Custom" Checkbox for Name Formats. This is currently supported by the SKYAPI but not yet available in OC. https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=EditConstituentNameFormat

    0 votes
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  16. Ability to Map "Referring Email Name" for EveryAction

    It would be helpful to have "Referring Email Name" as an endpoint for EveryAction. This field would allow for the tracking of donations attributed from email campaigns.

    1 vote
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  17. merge

    Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution

    1 vote
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  18. Engaging Networks P2P Transaction Types

    EN just released new P2P transaction types - when will these be available in Omatic to import?
    https://developer.engagingnetworks.net/site/peer-to-peer/#a_summary_of_the_new_transaction_types

    1 vote
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  19. Fuzzy Organization Name Matching

    Currently, Omatic Cloud does not support fuzzy name matching for organizations. Organizations can only be matched on name exactly. In this case, if you were to try and import employment data, minor variations in organization name will force you to manually match with existing organizations or you will end up with multiple duplicate organizations within your database. Fuzzy organisation name matching would make this process much simpler and streamlined.

    18 votes
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  20. Add ability to import perpetual recurring donations from Encompass

    Perpetual recurring donations is a separate endpoint in Encompass. We would like to be able to import these transactions.

    13 votes
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