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412 results found

  1. 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!

    5 votes
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    0 comments  ·  Admin →
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  2. Add transformations to use for various number formatting options

    It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Ability to tag and filter formulas in Omatic Cloud

    Ability to tag and filter formulas in Omatic Cloud. I have over 60 different formulas and most vary from the same set of rules i.e. we have two formulas for one file so we can adjust fields for new and existing records. Right now the tabs are useful but since they are user specific when I sign up a new user I have to spend time helping them find the right formulas. If there were tags I could assign departments, new vs existing, and formula type to make the search easier. It would also be nice to be able to…

    5 votes
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  4. Matching on middle names and birthdates

    We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Transformations: Completely delete/remove data field

    I would like to see that one of the transformations have the ability to completely delete/remove that field. One of the examples that I have come across is for consistuency codes. We use them if someone is giving at a certain amount annually. But if they are not at that level anymore, we need to delete the code. But I can see this being used for attributes or duplicate pieces of contact information.

    5 votes
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Enforce Unique Formula Names

    Formula names should be unique in Omatic Cloud. Multiple formulas with the same name can cause confusion during processing or reporting an issue with support.

    5 votes
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    under review  ·  2 comments  ·  Admin →
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  7. Allow for the Import of Gift Aid Declarations in Omatic Cloud

    Absolutely critical for clients in the UK doing any gift importing. This is a feature that is UK specific but needed to move IOM profiles to OC.

    5 votes
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    under review  ·  3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Allow formula to run against all dates

    We use a constituent formula to sync RE NXT records to LO Donor Groups. Currently, the formula will only sync records modified within the past 30 days, but we may have thousands of records not modified in that date range that still need to be in a particular donor group. Forcing a change in the modified date just unnecessarily increases the volume of records also synced by the Opt In formula. We would like to be able to choose to run the formula against all dates.

    5 votes
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    started  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Make lookup fields external ID friendly

    Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.

    4 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  10. Classy Endpoint API Field Additions

    Classy Recurring Giving Plans:

    1. Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
    2. Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation

    Classy Transactions:

    1. ACH Last 4 (Available on Recurring Giving Plans)
    4 votes
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    2 comments  ·  Admin →
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  11. Update field labels for Classy FMV and Tax Deductible Amount

    In the Classy Connector, Raw Overhead Net Amount = Fair Market Value & Raw Donation Gross Amount = Tax Deductible Amount. These labels are not intuitive for mapping. Can they be reworded to exactly what they are?

    4 votes
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    1 comment  ·  Admin →
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  12. 1: Many, Freeze Incoming Record

    If the potential matches in a 1:Many triage bucket record is greater than 5 and you scroll down to see if one of the lower potential matches might be it, the Incoming Record row disappears. It's like working in a spreadsheet where the top row isn't frozen to always display. Can we have something like Freeze Panes in the 1:Many triage buckets?

    4 votes
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    0 comments  ·  Admin →
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  13. Ability to remove special non-ASCII characters aka Emojis

    It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.

    Use Case - Email subject lines often include these unreadable/unusable characters.

    4 votes
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  14. Be able to export CQS transactions from RE to EN via the connector

    Opt-in questions with the type “Opt-in Confirmation” (CQS transactions) are not available to be exported to from RE to EN using the connector. Only QCB opt-in transactions appear.

    Engaging Networks have implied that this link should help . https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#add-or-update-supporter . The name in the REST API is Double Opt-in. The type is CONF

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  15. Add/Update Gift Data as part of PostOmatic Processing

    We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.

    There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."

    While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?

    4 votes
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    1 comment  ·  Post to GL  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Thanks for the idea JPP.  Can you be more specific about where you want the debit and credit used to be added back to the gift?  There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files. 

    Here are a few more questions for consideration:

    What is the goal of having this data in RE/how would that data be used?

    Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?

    What other scenarios might we need to account for if we added a write-back feature?

    Thank you

    Steve Brewer

    Product Manager 

  16. Need override in all grids

    Whether a Match was found or not, we still may need to use override as an option.
    Examples are employees who use their cc for transaction yet we know it is meant to be for their employer, and not necessarily the cardholder. This particularly becomes more important for events, as the end donor and their employer are in our CRM separately.

    2nd Part is when choosing a record to use for Override, the selected record should reflect some information to insure we chose the correct record. Currently if we omit a first and last name because we are entering a…

    4 votes
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  17. email notification

    Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. Ability to Import Mapping on completed formulas

    It would be great to be able to import a mapping into an existing/completed formula. Right now you can only do this if the formula is in "Draft", but there are many times where we need to be able to import a mapping to a completed formula. The workaround is "Copy and Swap", but that only works in some cases.

    4 votes
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  19. Allow update to Recurring Gift Status

    When a recurring gift plan is terminated due to failed payments, completed or cancelled by the donor, it is necessary to update the status of the recurring gift in RENXT.

    Blackbaud's current API for PATCH Gift (Edit) indicates "Posted gifts cannot be modified, except to change recurring gift status".

    Please allow for integration of Recurring Gift status updates.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Allow matching on relationship types

    Relationship matching needs an option to match on the relationship type.

    4 votes
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