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296 results found

  1. Include All Mailchimp API options - Member management

    Mailchimp matching on email address sends an exception when Omatic Cloud - RE has a new email address for an existing contact in MailChimp

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  2. Show Run Schedule in History and current last run date

    We do not have a way to know what date/time range was used on any formula run. Also, we don't have visibility into the latest last run date. We are encountering issues with too much data being synced over and do not have dates/times to easily troubleshoot.

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  3. Ability to add non constituent guests to Omatic Cloud

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Would like the ability to apply communication preferences in Encompass to the sub community where the email is sent out of.

    have global categories at the root level, permissions for these categories are sub-community specific. This means that updates to categories at the root level do not affect sub-community levels

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  5. Related Record Queue Display

    It would be helpful to see all records in the Related Record Queue by page rather than a scrolling view. This will make review of records faster and more efficient.

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  6. Allow Phone number as matching scenario in the RENXT API

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  7. Additional Object Picker Field Access for Contact Roles

    It would be great to have access to additional fields on the object picker when creating Contact Roles in Salesforce. This would allow for the prevention of duplicate Contact Roles being created in Salesforce if a Contact Role already exists for a Contact on an Opportunity.

    Our integration is set up to create a TeamRaiser Participant Contact Role in Salesforce in order to soft credit a person who is fundraising and receives a donation. When a person donates to his/her own fundraising efforts, a donor Contact Role is created (as desired) for that person along with a second Contact Role…

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    0 comments  ·  Salesforce  ·  Admin →
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  8. Ability to Overwrite an Entire Data Extension in SFMC

    In some cases, it would be great to be able to instead of update the Data Extension, instead having the ability to Overwrite it with all records in a query. So all records not in the query are removed from the Data Extension.

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  9. Export Formula Option from Data Queue

    It would be helpful to be able to export the formula from the Data Queue screen rather than having to open the formula and navigate to the mapping page. The button location could be below the "Other Options" section on the formula options flyout.

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  10. Include Date Added and Date Processed fields to review bucket export

    I love the new fields for Date Added and Date Processed. It would be nice to include these in the Export that we can create from review buckets to help with troubleshooting in excel.

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  11. Add UTM fields to GiveCampus connector

    GiveCampus recently added the UTM fields to their Gift API. We would like these added to help with tracking gift appeal data.

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  12. Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)

    When we use a query source to both update existing Mailchimp records and to add new Mailchimp records, we would like the ability to assign interest groups to new MC records but not overwrite preferences on already existing records. Currently after the formula processes, we need to go to MC and create a segment using the email added on date to find newly added records and assign them to group(s).

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  13. Enable File-to-File Transformation & Export in Omatic Cloud

    Currently, Omatic Cloud only allows transformations when importing data into Raiser’s Edge or other connected systems. However, it would be extremely beneficial to have a file-to-file processing option. This would allow users to:

    Upload a spreadsheet, apply transformations, and export the transformed data as a new file (CSV, Excel, etc.).
    Use Omatic’s powerful transformation tools without requiring integration with an external database.
    Improve data cleaning and preparation workflows for reporting, imports, and other external processes.
    This feature would save time and expand Omatic Cloud’s usability beyond direct imports. Please consider adding this functionality in a future update!

    1 vote
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  14. Ability to "deactivate" user without deleting in Omatic Cloud

    If a user needs to go on extended leave but should not have access to Omatic Cloud, the only current option is to delete their record (and possible history associated with the record). It would be helpful to have the option to temporarily deactivate a non temporary user.

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  15. Update ECS Transaction Type for Engaging Networks

    Currently, we are not able to bring over supporter data for Event attendee supporter data with the ETA transaction formula type. The ECS transaction type does support event attendee supporter data in the API but that data is not currently in the EN connector. It would be helpful to have access to Event Attendee supporter data because otherwise, we will need to use a Flat File import.

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  16. Import of Fund Relationships

    There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
    Thank you!

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Implement anti record looping in Mailchimp

    It would be nice to be able to stop records from looping back and forth in Mailchimp. One way to prevent this could be using a custom field such as "last updated by Omatic Cloud" that gets updated when sending records to Mailchimp so that they don't come back through the subscribers formula.

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  18. merge

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

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  19. 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.

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  20. 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

    1 vote
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