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369 results found

  1. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.

    2 votes
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  2. Make popular / favourited translations available with one click

    In Importomatic, to add Proper Casing takes one click. In Omatic Cloud it takes around 7. It would be useful if we could "favourite" certain translations, so that these are able to be applied with a single click.

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. 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.
    2 votes
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  4. Enable Importing of Pledges from GiveCampus

    The ability to import Pledge Commitments and Pledge Payments through the GiveCampus connector API would be incredibly valuable. Currently these types of gifts can only be processed from a flat file, and this would be an incredibly useful addition to the connector functionality overall.

    2 votes
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  5. Ability to copy detail rows

    Need the ability to copy detail rows in as well as pre-processing rows. Very often, most configurations in multiple rows are the same, with the exception of only a few things (or sometimes just one thing) that needs to be changed. The ability to copy a detail row or a pre-processing row, and then change one or two configuration items, would save a great amount of time in configuring complex formulas.

    2 votes
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  6. Allowing the formula to auto match based on a spouse in a record.

    Example: The file I'm importing the donor name is Laura Smith but in RE NXT we have a donor of Robert Smith with spouse of Laura Smith. When these come through Omatic Cloud they are 1:1 matches but we still have to look at every single one by opening the RE record to ensure the spouse is on there. Is there a way to make the formula automatically match it if the spouse matches and the address matches?

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

    2 votes
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  8. Ability to reprocess one record of selected group of records in Exceptions

    We would love to see the ability to reprocess only single records or a selected group of records from exceptions. For instance, in our exceptions bucket, there is a mix of legitimate exceptions, and RE token expired exceptions. We'd love to just be able to reprocess the token expired ones and leave the legitimate exceptions in the bucket.

    2 votes
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  9. Update fields with blank values

    We would like to have the functionality for Omatic Cloud to update fields with Blank values in from Luminate --> Salesforce and vice versa from Salesforce --> Luminate. Blank values have meaning in both of our databases so this functionality would be extremely useful.

    2 votes
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  10. Map to email comments in RE

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

    2 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  11. Delete from queue when Ready

    I have a formula to look at Mailchimp activity and add a Mailchimp ID Alias in RE/NXT. In the Triage rules, if there's a 1:1 Match on only this alias it goes into the Ready bucket.

    My current options for the Ready bucket are to hold for review or immediately send the alias into RE. Because it's already there, sending it again doesn't make sense. I'd much rather Delete anything that gets into that Ready bucket because the relevant data is already there. Am I missing something?

    2 votes
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  12. RENXT to HubSpot Export: HubSpot Additional Email Match

    During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Make inline editing available in 1:Many Matches

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

    2 votes
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  15. Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.

    In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.

    Please make sure that this is…

    2 votes
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  16. Omatic Data Service

    We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.

    2 votes
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  17. Set Start Datetime to the Datetime of Last Ingested Transaction

    Can we add an option to set the start date and time for formulas to use the datetime of the last ingested transaction, rather than the last job's end datetime?

    This is especially helpful for Continuous formulas where a new gift may be added or updated while the formula is running, and now falls outside the new start datetime.

    2 votes
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  18. Formula Tabs Across Users

    At the moment organising the formulas in tabs is a per user setting.

    When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...

    It would be great to be able to have the tabs shared across all users in the environment.

    2 votes
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  19. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    2 votes
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  20. Ability to delete Custom fields

    It would be helpful to have the ability to remove Custom Field Attributes in NXT, not just add them.

    2 votes
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