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311 results found

  1. New Records Duplicate Creation

    If multiple rows come in for the same person and are routed to the " New Records" bucket because a match is not found in destination, clicking "Send All/Page" sometimes creates duplicate contacts/constituents. We need matching capabilities in the New Records bucket to prevent duplication if all bio data matches exactly.

    Currently, the work around is to ensure a unique ID is populated, so that any new records that are duplicates will be sent to exceptions. Those exceptions then need to be reprocessed in order to match. However, this only works when a unique ID field is available from the…

    7 votes
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  2. Match on Existing Consent Records

    Similar to how you can match on an existing Address, Email, Con Code it would be great if we could match on existing Consent records to avoid duplicates. If we're sending weekly newsletters/mailings out, when our connector runs it adds a new consent record every time

    7 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  3. Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns

    When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.

    I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.

    7 votes
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  4. make classy url available in connector

    The url of the Classy Fundraiser's Page is not available as a field to map in the Classy Connector and would be most useful to be able to capture. We have suggested this to Classy as well.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. List Management available

    Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Pull Tribute Data from the Encompass Transactions

    Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.

    6 votes
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  7. Rearrange grid columns & save column order

    In the upgraded Omatic Cloud, it'd be nice to be able to rearrange grid columns, and as another user mentioned, have the custom column order persist when a user leaves the page:
    https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46297684-make-column-order-in-data-grids-sticky-per-user

    6 votes
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  8. Participant guests in Classy

    Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Allow us to stop/pause formula when running

    Give us the ability to "Pause" or "Stop" processing. We currently have to open a ticket with support to kill a process. It would be more efficient and timely if we have that control.

    6 votes
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  10. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    6 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Add connector for Wufoo online forms

    It would be worth looking into how to create a connector service to an online forms site where one can easily custom build an online form and link to RE fields. Wufoo is a great site to start with and has an existing API.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  12. Option to get user input when incoming data doesn't match existing data for specified fields

    We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.

    For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.

    The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…

    6 votes
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    started  ·  1 comment  ·  Salesforce  ·  Admin →
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  13. Allow phone match as a search scenario

    Currently, OC does not have phone number available as a search scenario even when phone is mapped within a formula. This is essential to have because we otherwise wind up with unnecessary duplicates that could have been prevented.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. Applying Gift to Head of Household (HOH)

    Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    6 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Add to more than one group at a time through the RE-LO Constituent Formula in OC

    Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.

    5 votes
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  17. Pull Opt-Outs from Specific Subscription Lists in Emma

    Currently, there is no way to tell how the connectors are configured if someone opts out of a specific subscription list.

    USE CASE: We would like to add Solicit Codes/Attributes in RE based on if they unsubscribed from a specific list to manage preferences.

    Issue: No way to tell in SOR what preferences have changed.

    5 votes
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  18. additional -- useful -- logic operators in P2GL

    Can we add some additional -- useful -- logic operators to P2GL?

    *Blank
    *Not Blank
    *Does Not Contain

    Blank and Not Blank are especially useful. Today, without them, we're forced to use 'Equal' or 'Does Not Equal' and then compare that to an unpopulated field. Sometimes, however, if there are spaces in a field, it might look to be blank but isn't really.

    All and all, it's just safer and more efficient to have 'Blank' and 'Not Blank' operators.

    'Does Not Contain' is useful for working against alphanumeric data, and would prevent needing to use more complicated 'If/Then' or 'True/False'…

    5 votes
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    1 comment  ·  Post to GL  ·  Admin →
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  19. Add connector for Marketo

    Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.

    5 votes
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  20. Daylight Savings Time

    When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.

    5 votes
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