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79 results found

  1. 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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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. More intuitive relationship matching

    Relationship matching and routing works great IF the primary constituent mapped is already in RE.

    If the constituent is BRAND new then you are forced to go through the entire data flow for relationships even if the relationship is already in RE and is a 1:1 match. Meaning many unnecessary and inefficient additional clicks.

    5 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. 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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  4. 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.

    5 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  6. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  7. 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

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  8. Ability to search by Alias for Event Host

    Currently, when mapping Event Host information we have the ability to search based on Name or System Record ID. It would be nice to also have the ability to search based on alias so we can search on their ID from the connecting system (Luminate, Classy, Engaging Networks, etc).

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. 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.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  10. Constant Contact Preference Updates

    It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Update email address type when importing new email

    When importing to existing constituent records and matching on email address, it would be great to be able to import non-matching email addresses to a new email type, such as Email 1, Email 2, etc.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Have ability to map to custom attributes for a Participant

    We record event specific information against a participant of an event in RE. Could the endpoints for attributes for a Participant be made available to enable us to add/update these.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. It would be an improvement if we could have Payout date as an option for mapping.

    When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.

    3 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  14. Exclude Administrators

    Currently, LO connector imports administrators to Raiser's Edge. However, you can't update Luminate Administrators with LO connector, which is good.

    The profile should ONLY work with constituents, NOT user accounts. Filtering out administrators should be an option without a group filter from the profile settings.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Head of Household - RENXT

    We would like the ability to map to the "Head of Household" field in RENXT

    3 votes
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  16. Have an export profile in the LO Connector that allows for TeamRaiser registrations to be exported from RE to LO.

    Omatic has gotten TeamRaiser donations to flow really well from Re to LO, but the missing piece is still the offline registrations that need to go from RE to LO. Currently we have to use Blackbaud's arcaic upload system and then still rely on RELO to pull them down into RE because the import for registrations either does not have the ability to recognize offline registrations or cannot recognize the time stamp the LO uses for offline uploads of registrations.

    3 votes
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  17. Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing

    Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.

    We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.

    The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.

    The current behaviour appears to add a new constituent code to…

    3 votes
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  18. Provide the ability to overwrite an existing value with a null value in MailChimp

    Currently, date fields with null values are not sent through the MC connector. I'm not sure if this also applies to other types of fields.

    This means that if a date field is populated in MC, then updated to a null value in RE, the date will not be overwritten in MC with the new value.

    Because we use these date fields (expiration date, date joined, etc) as segmentation criteria, this affects our marketing campaigns to targeted audiences and can cause significant problems.

    3 votes
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  19. Classy Transaction Type in the connector section

    We need to have the Classy transaction type from the payout report in the connector.

    3 votes
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  20. Add Title as one of the fields for mapping on VolunteerHub

    Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub

    3 votes
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