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293 results found

  1. Record match search

    It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Option to add mapped data only if records are new

    We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.

    For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.

    So it would be nice to have a blanket "Always add address for new records"

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  3. Post-to-GL prepost feature

    Many Salesforce and Virtuous clients who have FE NXT but migrated from RE NXT are used to the 'prepost' feature in RE / FE integration.

    P2GL for Salesforce or Flat File does not have a similar feature that can be used to validate a posting before it creates an open J/E batch in FE NXT. A number of clients have asked about this.

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    0 comments  ·  Post to GL  ·  Admin →
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  4. Upload source files directly from Integrations/Formulas page

    I'd like to upload the Source files for Flat File as-a-source formulas directly from the Integrations/Formulas pages, without the need to navigate back to Data Queue page and search for my formula every time.

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  5. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Adding opportunity_ID to link actions to opportunities (proposals)

    In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Update Matching with Encompass Connector

    When going from BBCRM to Encompass Matching only allows for custom options and pre-populates with ALL currently mapped fields.

    While this is trying to be helpful, if there are 30 mapped fields it will default to matching all 30. At that point it would be more helpful to not pre-configure matching and let the user configure the matching.

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  8. Add connector for AlumnIQ

    Would like a connector for AlumIQ for BBCRM OC
    https://www.alumniq.com/

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  9. Deceased indicator

    Display a deceased indicator in the data differences columns of the triage buckets, similar to displaying Mailchimp contact status. This will help with decisions without me needing to step into the record just to find out they're deceased.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Would like the ability to freeze 1st 4 columns ; Without these frozen, they are losing sight of data point information.

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  11. We would like the ability to sort data in the Needs attention bucket. This is the way they used to be ordered.

    Previous order was:
    1. 1:1 Matches
    2. Multiple Matches
    3. New Records
    4. Destination Exceptions
    5. Formula Exceptions

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  12. Make inline editing available in 1:Many Matches

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  13. Prevent the page from updating/refreshing after every action.

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  14. Include non-mapped source fields in summary fields to help with decision making.

    We don't want to update fields in LO but want to see the source fields (which are not used in the mapping) in summary fields to assist in making decisions.

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  15. Integrations/Formulas | Mapping | Total Sum of Two Cells/Columns from an Import File

    Built-in feature that allows combining two column headings to create a total sum during the mapping process.

    Example: scenarios of summing platform fees and transaction fees.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Mailchimp Unsubscribe Formula - campaign information missing

    In the unsubscribe export file on Mailchimp, it lists the email campaign that prompted the user to unsubscribe under the 'UNSUB[underscore]CAMPAIGN[underscore]TITLE' field. Unfortunately this campaign field is currently not information available within the unsubscribe connector API. Neither is UNSUB[underscore]TIME. it would be good to be able to add this information to RE through Omatic Cloud as it is vital additional context on unsubscribes.

    1 vote
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  17. Excessive number of duplicates - when donors give twice within same flat file

    If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.

    This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. In ImportOmatic, the next record to take action on pops up automatically. Could OC provide this option in 1:Many Matches bucket?

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    0 comments  ·  Salesforce  ·  Admin →
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  19. A request for one formula type for both Organizations and Individual Gifts

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  20. When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)

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