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131 results found

  1. Add Translations for RENXT Gift Types

    Translations for all Gift Types in RENXT would be nice. For example, in the front end the type is "Gift-in-Kind", but the API is expecting "Giftinkind"

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    completed  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →

  2. Post to GL outputs for FE NXT

    The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.

    Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…

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    completed  ·  2 comments  ·  Post to GL  ·  Admin →

  3. Ability to Map to "Activist Code" in EveryAction Connector

    The Activist Code is not available in the EveryAction connector right now, but we need it in order to create Constituent Codes in RENXT. Ideally this would sit in a Contact/Bio formula in the case that the Con Code is required to create new Constituents.

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    0 comments  ·  Admin →
    completed  ·  Steve Brewer responded

    This capability to pull Activist Codes from EveryAction is now available in the product.

  4. POM/P2GL: Summarize Filtered Rows

    POM/P2GL can summarize transactions, creating a GL import file that contains 1 bank line and X revenue lines. This functionality is applied at the configuration level - and, therefore, impacts the entire file output.

    We don't currently have a way of identifying selected transactions (e.g. Adj/Rev) where we do not want these summary transactions to be applied.

    I'd like to see the ability to apply filters to the summary criteria to help drive when the summary should be applied.

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    0 comments  ·  Post to GL  ·  Admin →
    completed  ·  Steve Brewer responded

    Hi JP,

    Thank you for submitting the idea.  I wanted to make you aware that Post to GL currently supports this use case and summarization can be configured to summarize some transactions and not others.  The only requirement is having the information available in the source data to be able to configure the scenarios needed.

    I know I have seen clients have formulas configured with the following scenarios:

    1.  Summarize non-adjustments but not adjustment transactions

    2. Summarize debit transactions but not credit transactions

    3. Summarize specific account numbers but not other account numbers

    4. Summarize transactions for specific funds but not other funds

    There are definitely others that could be considered.

  5. Add reason code to BBCRM Constituent Email

    BBCRM Constituent Email Address section has an option to set the "Do Not Email" flag. However, our Bio records team would like us to include a reason code inorder to identify who (in this case from where) set the flag.

    Would it possible to add reason code as an option?

    We are currently integrating with Emma.

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    0 comments  ·  Blackbaud CRM  ·  Admin →
    completed  ·  Steve Brewer responded

    Hi Michael - We released this last sprint. You should now see the Reason Code on the email object and be able to map this field.

  6. Export all the errors (if there are any) not only a page at a time

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    1 comment  ·  Admin →
    completed  ·  Anonymous responded

    This work as been completed and the ability to export the entire "bucket" is now available in production!

  7. GiveCampus: Adding "Donor Covered Fees" as a field

    Donor Covered Fees is a field available in GiveCampus, but not yet available to map in either IOM or OC. Organizations would like this available to track in RE/RENXT.

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    completed  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →

  8. GiveCampus: Adding Time Zone Selector

    All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in

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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  Anonymous responded

    The date/time transform in Omatic Cloud is able to handle the source time format so this suggestion will be closed. A separate User Voice ticket may need to be opened for Classic products (IOM).

  9. SFTP to HubSpot

    Please add SFTP Capabilities for ingesting files from a SFTP to HubSpot. Right now we can ingest Flat Files into HubSpot, but there is no formula that will support a SFTP connection to HS

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    completed  ·  0 comments  ·  Admin →

  10. Automatically delete $0 "donations" when importing

    Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."

    When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.

    Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."

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    0 comments  ·  Salesforce  ·  Admin →
    completed  ·  Steve Brewer responded

    Our users now have custom routing available which will allow users to choose to delete records that fit specific criteria in the source data.

  11. Ability to add non constituent guests to Omatic Cloud

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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  Steve Brewer responded

    We have released the capability when importing participants and guests to add these participants as non-constituents. You can find more information about this update in the following KB: https://support.omaticsoftware.com/s/article/Advanced-Event-Attendee-Processing-for-Raiser-s-Edge-NXT

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

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    0 comments  ·  Admin →
    completed  ·  Steve Brewer responded

    We have released an update for our RENXT Connector to include a Phone Number and Name and Phone Number match scenarios for constituents.

  13. NXT to NXT

    Imagine if you could continuously transform NXT data without running a global update (or other manual methods, like a flat file).
    Example: OC formula that begins with NXT Action List. When an action fitting the criteria is added, transform it into a Consent Table entry and write it back to the NXT constituent record. Run it continuously.
    Current capabilities of RE business rules or NXT Workflow don't extend this far or offer this much flexibility. Even if NXT Workflow eventually grows into this space, I doubt it'll offer the full fields OC does.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    Hi Kelly! This is possible today! You just need to set up two RENXT data sources (to the same RENXT instance). Then, you can pick one as your source and one as your destination in your formula!

    Best,

    Kristen

  14. Which FE NXT batch(es) errored out?

    With the new batching mechanism that can generate multiple FE NXT journal entry batches at once, we need the ability in the error text file to identify problematic batches. That way, we can delete those and leave the rest. Right now, it’s hard to tell which batches are broken.

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    0 comments  ·  Post to GL  ·  Admin →
    completed  ·  Steve Brewer responded

    We have released an update to include the batch when errors are generated adding a journal entry to a batch. The batch will appear in the error message that is included in the exception file generated.

  15. Ability to Filter Out Test Emails from Salesforce Marketing Cloud

    We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.

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    0 comments  ·  Salesforce  ·  Admin →
    completed  ·  Steve Brewer responded

    We have completed work to allow a user to create custom routing, which allows a user to delete records that fit a specific scenario. You could use the custom routing to filter out data that has an email in the TestEmailAddr field that you mentioned.

  16. Ability to Filter Out Test Emails for Salesforce Marketing Cloud

    We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.

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    0 comments  ·  Salesforce  ·  Admin →

  17. Inactive Existing Emails

    We need to be able to mark over 800 EXISTING emails inactive in the RE database. These are emails that bounced back as invalid from an email blast we sent out. It will take too long to manually mark these in each person's record. This would be very beneficial if we were able to do this through Omatic.

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    completed  ·  1 comment  ·  Admin →

  18. Add "Single" as option for Schedule Frequency for Pledges

    It looks like Blackbaud has added "Single" as an additional option in their SKY API for schedule frequency in the Gift API call. The full list of options for frequency is now:

    "Annually",
    "EVERYSIXMONTHS",
    "Quarterly",
    "Monthly",
    "EVERYFOURWEEKS",
    "EVERYTWOWEEKS",
    "Weekly",
    "Irregular",
    "Single"

    Can the API call be updated and coded in Omatic to accommodate the new options for mapping this field?

    https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=CreateGift

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  Steve Brewer responded

    We have added the ability to add a frequency of Single when creating Pledges with our RENXT Connector. The frequency of Single can only be used when the number of installments is 1.

  19. Shopify Connector

    It would reduce a lot of manual work to have a connector to pull purchases from Shopify into RE NXT via a connector.

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    0 comments  ·  Admin →

  20. Post to GL: Logic Actions/Drop Down Options

    It is possible to put the logic actions/drop-down options in alphabetical order?

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    0 comments  ·  Post to GL  ·  Admin →
    completed  ·  Emily Dalton responded
    You can now see that these have been implemented when you log into a Post to GL Formula
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