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252 results found

  1. 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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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Rearrange grid columns & save column order

    In the upgraded Omatic Cloud, it'd be nice to be able to rearrange grid columns, and as another user mentioned, have the custom column order persist when a user leaves the page:
    https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46297684-make-column-order-in-data-grids-sticky-per-user

    6 votes
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    1 comment  ·  Admin →
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  3. Option to get user input when incoming data doesn't match existing data for specified fields

    We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.

    For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.

    The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…

    6 votes
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    started  ·  1 comment  ·  Salesforce  ·  Admin →
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  4. Custom routing of records

    Sometimes records need additional review steps and currently we are capturing those notes in an email/document to work through outside of the formula. We think Custom routing of records may help with this as it would allow us to set criteria (or decided on the fly) to route records to a special bucket, for instance, to review later. This would be a time-saving enhancement.

    6 votes
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    planned  ·  1 comment  ·  Admin →
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  5. MailChimp Automated Campaign Activity in Omatic Cloud

    One of the benefits of Mailchimp automations 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 Automated Campaigns. I'd like to have that functionality so that I can see all the Mailchimp email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.

    5 votes
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  6. 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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  7. 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?

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. New Records bucket matching

    If multiple rows come in for the same person and are routed to the " New Records" bucket because a match is not found in destination, clicking "Send All/Page" sometimes creates duplicate contacts/constituents. We need matching capabilities in the New Records bucket to prevent duplication if all bio data matches exactly.

    Currently, the work around is to ensure a unique ID is populated, so that any new records that are duplicates will be sent to exceptions. Those exceptions then need to be reprocessed in order to match. However, this only works when a unique ID field is available from the…

    5 votes
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  9. 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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  10. 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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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Ability to remove special non-ASCII characters aka Emojis

    It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.

    Use Case - Email subject lines often include these unreadable/unusable characters.

    5 votes
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  12. 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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  13. Add/Update Gift Data as part of PostOmatic Processing

    We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.

    There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."

    While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?

    4 votes
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    1 comment  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Thanks for the idea JPP.  Can you be more specific about where you want the debit and credit used to be added back to the gift?  There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files. 


    Here are a few more questions for consideration:

    What is the goal of having this data in RE/how would that data be used?

    Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?

    What other scenarios might we need to account for if we added a write-back feature?


    Thank you

    Steve Brewer

    Product Manager 

  14. Add Ability to import Tributes to RENXT

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

    4 votes
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  15. 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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  16. 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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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. 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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  18. 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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  19. SFTP for P2GL

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

    4 votes
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  20. 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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