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412 results found

  1. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    8 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Allow all custom questions in a single formula for Classy connector

    If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.

    8 votes
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    1 comment  ·  Admin →
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  3. Ability to Change an Email/Phone Type based on and Email/Phone Number Match

    We often get a spreadsheet of Emails and/or Phone Numbers that have been discovered to be no good. It would be nice to run these through Omatic and if they match a Phone or Email Number on the record change that Email/Phone Type Category. Example: test12@msn.com has been discovered to be a bad email address. Run it through Omatic and any Email that is test12@msn.com change the email type from Home E-mail Type to Previous E-mail Type. Or even go a step further and only change the Email Type if it is a specific Email or Phone Type. I this…

    8 votes
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  4. 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

    8 votes
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    planned  ·  1 comment  ·  Admin →
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  5. Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile

    Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.

    7 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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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    1 comment  ·  Admin →
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  7. Additional Scheduling Options

    Right now, we have 3 scheduling options generally (weekly, daily, continuous). A client has requested that we have additional scheduling options, example: twice daily, twice weekly, every two weeks.

    7 votes
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    5 comments  ·  Admin →
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  8. Add additional "Actions" to Ready Bucket

    Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).

    7 votes
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    3 comments  ·  Admin →
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  9. Batch template for gift import in Omatic Cloud

    With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Build a Connector for Social Tables

    Social Tables is a new application released in 2015 for Event Management with incredible functionality. It would be great to have an integration for it.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Add a filter option for Classy campaigns.

    Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
    campaign name or internal campaign name containing "renew", which for us, would allow us to create a…

    7 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  12. 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?

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. 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.

    6 votes
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    under review  ·  0 comments  ·  Admin →
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  14. Increase number of search scenarios

    Increase number of allowed search scenarios until Match Settings / Contact Match Search to more than five. Our use case is to match on ID (primary), then Name, Personal Email, Work Email, Alt Email, and Mailing Address.

    6 votes
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    1 comment  ·  Salesforce  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Hannah - Thanks for your idea. One thing you may not be aware of is that with Salesforce if your object has more than 1 email address field then you can choose each of those email address fields when you create an Email or Name and Email match scenario. Thus instead of creating a match scenario for each of your email address fields in Salesforce you can create one match scenario and choose all of your email fields in that single match scenario. There is an implied OR between each of the email addresses when performing the search.

    For example, suppose I have 3 email address fields (per your description) in Salesforce: Work Email, Personal Email and Alt Email. Suppose my incoming email address is steve@myorgname.org. I then add an Email match scenario and choose each of those email address fields in my match scenario. When Omatic Cloud attempts to match on email address the query…

  15. Ability to map Action Notepad Type

    When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  16. 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.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. 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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  18. Allow adjustment or pre-set of row and column sizing

    Currently row and column sizing adjusts to the data in each field. This makes working difficult when importing large amounts of text in notes or actions, when the rows expand to beyond the length of a screen. If we could force a set length, adjust how much text is visible, or even the equivalent of de-selecting 'text wrapping' it would make it much easier to view the data.
    This would also approve reviewing data in 1:1 matches and similar, which currently resizes the columns whenever one is cleared that had a slightly longer entry in a field. Trying to quickly…

    6 votes
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    0 comments  ·  Admin →
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  19. 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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  20. Add ability to export membership data out of RENXT

    We were hoping to be able to push data into Raiser's Edge NXT surrounding membership. We would need:

    Membership Category

    Date Joined

    Date Expires

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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    Emily Dalton responded
    Currently these fields are not available in Blackbaud's SKY API. However"," once they are available"," we will look into adding this information!
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