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9 results found

  1. Multiple Route to Ready Criteria Options

    It would be helpful to have the OR operator for "Route to Ready" based on critera.

    Ex: If Classy ID matches, Route to Ready

    OR

    If First Name/Last Name/Email matches, Route to Ready

    4 votes
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    planned  ·  3 comments  ·  Admin →
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  2. Seeing scheduled dates and times easily

    Be able to see scheduled date and times for all formulas on integrations/formulas page.

    0 votes
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    planned  ·  0 comments  ·  Admin →
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  3. 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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  4. Enable Short vs Long Formatting for Address Lines

    Currently, the replace function will impact the entire string. Example: When formatting an address, 111 West 3rd Street, I want to replace West with W & Street with St. In this scenario, the current functionality will give me an output of “W”. I would like to request the functionality to replace individual elements of a string. Example: When formatting an address, 111 West 3rd Street, I’d like to replace both West with W and Street with St, giving me an output of 111 W 3rd St. Without this additional functionality it is impossible to keep aligned with our database standards…

    26 votes
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    planned  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Separate formula Type for HubSpot Email Subscriptions

    Currently, the HubSpot formula "Contacts" handles all subscription information. Could this information to be handled separately in a stand alone formula since the "Contacts" formula handles all changes, not just email subscription changes.

    The current process is noisy and creates a high volume of records that are unrelated to email subscription changes. This is also problematic for the HubSpot connector given API hits.

    4 votes
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    2 comments  ·  Admin →
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  6. HubSpot Email Information Subscription Dates

    It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions

    9 votes
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    planned  ·  1 comment  ·  Admin →
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  7. Custom routing of records

    Sometimes records need additional review steps and currently we are capturing those notes in an email/document to work through outside of the formula. We think Custom routing of records may help with this as it would allow us to set criteria (or decided on the fly) to route records to a special bucket, for instance, to review later. This would be a time-saving enhancement.

    9 votes
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    planned  ·  2 comments  ·  Admin →
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  8. Add a Constituency to BBCRM Mapping Formulas

    I would like to suggest the ability to bring in constituencies for new records in our BBCRM constituent revenue type.

    0 votes
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    planned  ·  1 comment  ·  Admin →
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  9. Add option for formulas to consider null vs non-null a match

    Currently if a mapped field is configured to be checked for data differences and that field is NULL in either the source or destination record but not the other, the field is flagged as a data difference. In some formulas it would be nice to be able to choose whether to consider NULL vs NOT NULL as a match for each field instead of always defaulting it to a data difference. This is especially relevant when matching on Altru Alt Lookup IDs since those will often be NULL in Altru until they are first populated by an OIC formula.

    0 votes
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    0 comments  ·  Admin →
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    planned  ·  Emily Dalton responded
    Thanks for bringing this to our attention! We've got this on the slate to be researched, along with other ways we can improve the handling of common/consistent Data Differences.
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