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258 results found

  1. Display RE Table Entries in Formula Mapping

    Similar to picklist options for OC Salesforce formulas, it would be very helpful to display table options in the actual mapping.

    1 vote
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  2. Add ability to filter transactions from Engaging Networks

    It would be nice to be able to filter incoming Engaging Networks transactions by the status. The status being returned from Engaging Networks is either "success" or "reject" and we'd like to be able to filter the declined, or rejected, transactions.

    1 vote
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    under review  ·  0 comments  ·  Admin →
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  3. Sync Entire RENXT List to Data Source

    Right now when using a connector to sync records from RENXT to a data source Omatic considers the "Modified Date" in addition to the RENXT List that the record is on. For lists that are created more ad hoc, such as events, the records may not have necessarily been modified recently, so they're either missed in the sync or you would need to force a modification on all records in the date via a Global Change. It would be awesome to the have the option to sync the entire list for certain formulas, so that all records on the list…

    9 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Need a transformation to strip leading zeroes from an ID field

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Additional Matching Options for HubSpot

    Currently, there only search scenarios for HubSpot are 1) Email/ID 2) Email 3) ID/Name 4) ID

    The issue with this is that many RENXT records have multiple emails and that is showing up as a new record in HubSpot. Additionally, the ID match is only HubSpot Contact ID. It would be very helpful to have an ID match that allows various IDs like RENXT Lookup ID/Constituent ID.

    A Name search scenario would also be helpful

    1 vote
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  6. Classy Transaction Type in the connector section

    We need to have the Classy transaction type from the payout report in the connector.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. HubSpot Company Object Formula

    Currently, we are only able access data from the Contacts object. It will be helpful to also include the Company object or have separate Company based formulas for this connector.

    1 vote
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  8. 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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  9. Calculation Transformation

    I would like the ability to calculate multiple number fields within the source file. I have a couple of use cases for this:

    1. LO TeamRaiser Registrations: When attempting to split gifts between Registrations, Upsell Items, and Additional Donations. There is no way to pull the amount spent on registrations. The Total Reg Fees only have the value of the single ticket purchase when really I need the value of if 5 were purchased. So currently the TR Registration Connector does not have a field that specifies how much of the payment was spent on registrations, but I could get the…

    8 votes
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  10. Shorten Data Transformation - add ability to shorten from front or back

    Current transformation only allows us to drop values from the end of a string. We also need the ability to drop values from the front of the screen.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  11. Another User Role for Running Formulas

    There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".

    It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.

    4 votes
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    under review  ·  0 comments  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Name fields from Stripe to populated

    Stripe specific parsing reques

    3 votes
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    planned  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. 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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  20. 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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