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123 results found

  1. Applying Gift to Head of Household (HOH)

    Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.

    10 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Skip Days for Scheduling (Allow for weekday only)

    Currently, you can only select daily or weekly. I think it would be beneficial to have it only run on Weekdays. That way records don't pile up over the weekend and risk duplicate records from showing up if multiple changes happened. This has happened when people submit multiple surveys or they have multiple scheduled gifts. And there is no way from the interface to tell which record is the latest.

    9 votes
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    3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Add Ticketmaster Connector

    Direct, one-step integration from Ticketmaster would allow non-profit theatres to easily import ticket buyer information directly into Raiser's Edge.

    9 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Allow display of formula notes at the tile level and/or on the record review screen in Omatic cloud

    Formula notes are great for describing the purpose of a formula, notes about any needed file clean-up or mapping that needs to be checked before uploading a file, any specific common issues or data checks that need to be watched for when records are in the review buckets. Right now, needing to leave the formula list to click through to the Formula Review screen, or refer to a PDF export or printout of the Formula Review page to see these notes can slow down workflows.

    It would be helpful if the Formula Notes, or a truncated version of the notes,…

    9 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Include Marketing Source Code and Receipt Stack

    Please include the following fields for mapping:
    - Marketing Source Code
    - Receipt Stack

    8 votes
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    under review  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. 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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  8. Constant Contact Campaign Series Activity in Omatic Cloud

    One of the benefits of Constant Contact email series is that you can set them up and they run in the background without needing human intervention. There is similar functionality in Omatic Cloud related to stand-alone campaigns but but not for Series. I'd like to have that functionality so that I can see all the CC email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.

    7 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  9. be able to define "Run Once" to within hours or minutes - not only days

    sometimes a gift gets accidentally deleted, so we have to use the "Run Once" function to re-run teh formula. It would help if I could run it for just exactly that single transaction I need to import, rather than a whole day of data which could be thousands of gifts

    7 votes
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. 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.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. 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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  12. Add connector for Wufoo online forms

    It would be worth looking into how to create a connector service to an online forms site where one can easily custom build an online form and link to RE fields. Wufoo is a great site to start with and has an existing API.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  13. 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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  14. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    6 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Map to email comments in RE

    I would like the ability to write to the email comments field in RENXT through Omatic cloud.

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

    6 votes
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    3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. make classy url available in connector

    The url of the Classy Fundraiser's Page is not available as a field to map in the Classy Connector and would be most useful to be able to capture. We have suggested this to Classy as well.

    6 votes
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  18. Participant guests in Classy

    Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.

    6 votes
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  19. Custom Routing to send some rows onto another Formula

    Sometimes it's necessary (or more convenient) to achieve our desired outcome by taking one file and running two different Formula across it.

    A common example would be files that have a mix of Individual and Organisation records. One Formula for the Individual import, and another formula to do the Organisation import - the Organisation import would add and link the individual as a Contact against that Organisation. Fancy.

    Right now custom routing lets us skip some rows, having the Formula ignore them. This let's us have our two import formulas, one for Individuals and one for Organisations.

    But it would…

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. 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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