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131 results found

  1. Additional Addressee/Salutation imports

    It would be great if it were possible to import additional Addressee/Sals. I know this isn't currently possible from RE NXT, but hoping they can make it possible so you can too.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  Emily Dalton responded
    This is currently available under the section called "Other Name Format". Blackbaud updated the verbiage for Additional Add/Sals in RENXT to be called "Name Formats".

  2. Lock formulas from edits

    We would like a way to "lock down" formulas from accidental edits perhaps via permissions.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Good news! This request has been addressed on the upgraded Omatic Cloud platform: https://omatic-cloud.helpdocsonline.com/users-and-user-permissions-in-omatic-cloud We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade

  3. Add another Relationship (RE NXT)

    There are many times when we need to import more than one Relationship at a time. For example, we have flat files that contain both Spouse and Employer information that needs to be mapped separately. I was surprised when I went to map this in a formula and there was no Options dropdown next to Constituent / Relationship. (RE NXT)

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  Emily Dalton responded

    Good news! This request has been addressed on the upgraded Omatic Cloud platform.  We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade

  4. Copy and delete P2GL formulas (including POM formulas)

    It would be incredibly helpful to be able to copy P2GL formulas. There are several use cases, but they generally boil down to the need to test or experiment with P2GL functionality while not upending configuration work that's already been built and may even be in production. Less important, but still useful, is the ability to delete P2GL formulas that failed or that are no longer active/useful/viable.

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    completed  ·  2 comments  ·  Post to GL  ·  Admin →

  5. Opportunity Record Field in Salesforce NPSP

    The Opportunity Record Type in Salesforce NPSP is akin to Gift Type is Raiser's Edge NXT.

    Currently, the Salesforce the NPSP Opportunity Record Type field is only exposed in P2GL for use in formula logic and output via the Record Type ID. The Record Type ID provides a more cumbersome way of applying field logics. In addition, it requires a Salesforce user to have admin access to identify the Record Type ID for the respective Record Type labels.

    It would be very useful to have the label exposed for the Opportunity Record Type, not just the field ID to facilitate…

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    completed  ·  0 comments  ·  Post to GL  ·  Admin →

  6. Timestamp update after UTC Conversion

    Timestamp to appear with LO time after ignoring UTC conversion clean up.

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    completed  ·  1 comment  ·  Salesforce  ·  Admin →

  7. Create new data selection

    to be able to choose which date to use for filtering

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

  8. add import ID routing

    need to be able to return fields in data differences,

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

  9. Need Solicit Code End Date field added to BBCRM Fields in OIC/OC

    using Solicit codes to track opt-ins for email subscriptions. The field for Solicit Code End Date isn't available in the fields to map to in OIC.

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

    This field is available when the BBCRM Constituent Revenue is the destination endpoint for BBCRM integrations.

  10. Floating Column Headers in Buckets

    When scrolling down a bucket, the headers do not follow and it's difficult to remember which field is associated with which header.

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    completed  ·  0 comments  ·  Admin →

  11. Side-to-side scrollbar floats or is more accessible on the review screen

    It would be great if the scrollbar didn't require scrolling all the way to the bottom of the page in order to move side-to-side to verify information in the table and instead could float at the bottom of the current frame of reference so it is more accessible/usable. Small papercut that would be nice for User Experience.

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    0 comments  ·  Admin →
    completed  ·  Christina Terracin responded

    We isolated and resolved the issue. The review screen table header and bottom scroll bar are now remain visible while scrolling through records. Thank you!

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