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228 results found

  1. Add to more than one group at a time through the RE-LO Constituent Formula in OC

    Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.

    5 votes
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  2. Ability to silence or "x" out toast notifications in Omatic Cloud

    Toast notifications can be distracting especially when multiple users are in an Omatic Cloud instance. The notification blocks the "X" button on the formula and prevents another user from closing a formula. When those notifications stack or another user is processing records, it can be a long wait.

    It would be helpful to silence those notifications per user and have the ability to close out of the notification before the processing bar is completed.

    5 votes
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  3. additional -- useful -- logic operators in P2GL

    Can we add some additional -- useful -- logic operators to P2GL?

    *Blank
    *Not Blank
    *Does Not Contain

    Blank and Not Blank are especially useful. Today, without them, we're forced to use 'Equal' or 'Does Not Equal' and then compare that to an unpopulated field. Sometimes, however, if there are spaces in a field, it might look to be blank but isn't really.

    All and all, it's just safer and more efficient to have 'Blank' and 'Not Blank' operators.

    'Does Not Contain' is useful for working against alphanumeric data, and would prevent needing to use more complicated 'If/Then' or 'True/False'…

    5 votes
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  4. Add option to skip New User Creation

    In certain cases, there are reasons that if no user is matched it would be more applicable to skip that user rather than have new users created. It would be nice to add the option to automatically skip/ignore New Users. Currently they do go into a new user bucket, but we have to manually go in and repeatedly empty the bucket.

    4 votes
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  5. SF Leads Matching on Contacts and If the Contact does not exist create a Lead

    When attempting to add Leads to Salesforce using the Any Objects Formula, we would like the ability to look for Contacts first to see if a match exists. if no contact is found we would like to add them as a lead.

    Use Case: When bringing in a file of Leads they may or may not exist in SF. If they exist as a contact in SF we would not want that lead to be created. If no contact is found we would like to have them as a lead rather than a contact.

    4 votes
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    planned  ·  2 comments  ·  Salesforce  ·  Admin →
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  6. Separate formula Type for HubSpot Email Subscriptions

    Currently, the HubSpot formula "Contacts" handles all subscription information. Could this information to be handled separately in a stand alone formula since the "Contacts" formula handles all changes, not just email subscription changes.

    The current process is noisy and creates a high volume of records that are unrelated to email subscription changes. This is also problematic for the HubSpot connector given API hits.

    4 votes
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    2 comments  ·  Admin →
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  7. Add default data difference option to Ready

    Ready bucket currently defaults to source for any data differences. Add ability to choose source or destination for data differences so when send all or send page is selected, we have control over what is retained in the destination.

    4 votes
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    started  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Another User Role for Running Formulas

    There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".

    It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.

    4 votes
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    under review  ·  0 comments  ·  Admin →
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  9. Request to add ability to use sub forms in VolunteerHub

    Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.

    4 votes
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  10. Add Classy payment type filter during import - paypal vs. stripe

    The ability to import paypal gifts only and then stripe gifts only would significantly help during import and reconciliation

    4 votes
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  11. Classy Transaction Filters

    I would like to include the following filters in the Classy Transaction Endpoint:

    1. Company Gifts based on if Company is provided or Individual Gifts Based on if Company is not provided.
    2. Only Recurring Donations or Only Individual Gifts
    3. Status: Include Succesful or Pending(ACH)
    4. Date filters Refund Date, Date Modified, Date Added, or Payout Date.
    4 votes
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  12. Ability to replace values (including null) with blank values.

    The use case for this request is our need to translate a NULL address line in source to blank value in destination.

    4 votes
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    under review  ·  0 comments  ·  Admin →
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  13. Allow 'Replace' transformation option to include operators for 'greater than', 'less than' and 'between'

    It would be great to be able to specify a range in order to have more conditional behavior within the 'Replace' transformation. For example, if I want to assign the gift letter code or acknowledgement status based on the gift amount.

    4 votes
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    2 comments  ·  Admin →
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  14. RENXT Gift List Formula Type

    We would like to have the formula type RENXT Gift List > HubSpot. This would allow for relevant gift information to be transferred back in to HubSpot to determine the ROI on email campaigns.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Make lookup fields external ID friendly

    Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.

    4 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  16. Allow for defaulting Recurring Gift Fields on a Gift when Bringing in Recurring Gift Payment

    When bringing in a Recurring Gift Payment to RENXT I would like the ability to default the fields on the Orginal Recurring Gift. This includes bypassing the error message that Fund ID is required. If the Fund is not populated I would like to populate the Fund with the original recurring gift.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. 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.

    4 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. Dedup records in triage buckets

    I'm finding duplicate records within formula triage buckets which means I either need to process or manually delete each of them. I understand why they sometimes occur but would like within the Reprocess functionality or as a separate action button the ability to remove duplicate records.

    4 votes
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  19. Add Ability to import Tributes to RENXT

    We would like to import Tribute Data through OC, into RENXT.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. SFTP for P2GL

    Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.

    3 votes
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    0 comments  ·  Post to GL  ·  Admin →
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