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138 results found

  1. 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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  2. Head of Household - RENXT

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

    6 votes
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  3. 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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  4. 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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  5. 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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  6. Duplicate data checks between columns

    It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.

    5 votes
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  7. 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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  8. Support for line break character (/n)

    Right now we can add line breaks through Concatenation, but there isnt a simple way to force a line break in some more complex situations.

    We use this particularly for notepad text, where we want to summarise a few cells of data into a single notepad, e.g.

    'Signed up for Email Newsletter on the website. /n
    First Name Provided: Alex /n
    Surname Provided: Bishop-Thorpe /n
    Email address provided: alex.bishop-thorpe@'

    Importimatic supported '/n' as a line break character, but this isnt supported by Omatic Cloud. Instead it just renders the text '/n'. If we use the line break as the separator…

    5 votes
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  9. 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.

    5 votes
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. Allow matching on relationship types

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

    4 votes
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  16. 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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  17. 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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  18. 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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  19. Enforce imported Name Format order on new constituents in RE NXT

    Allow us to set the order that Name Formats are imported into new constituents. Those of us with a standard ordering for addressees and salutations need this. Currently, RE NXT just decides on an order, which makes them hard to review.

    4 votes
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  20. Add connector for RENXT and Cvent

    Add a connector for RE and Cvent to capture new/updated contact and consent updates and event campaign outcomes.

    4 votes
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