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273 results found

  1. Would like the ability to freeze 1st 4 columns ; Without these frozen, they are losing sight of data point information.

    1 vote
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  2. 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

    1 vote
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  3. Make inline editing available in 1:Many Matches

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

    1 vote
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  5. 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.

    1 vote
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  6. 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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  7. 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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  8. 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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  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.

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

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

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

    1 vote
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  13. Allow formula to always send full list of constituents from Luminate Group

    Right now formulas are only based on time, I would like to build very specific queries in luminate to build groups and have omatic pull all records into RE every time from a group. This is important because group rebuilding once every day, and if a new constituent is missed the rebuild the next day will catch the constituent. But since the current formulas use last run date the only way that new constituent will go to RE is if it is modified.

    1 vote
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  14. SSO Support for SAML 2.0 or OIDC

    It would be great if there was improved SSO support for Identify Providers other than Microsoft.
    Maybe SAML 2.0 or Open ID Connect to enable support for customers chosen IDP.

    1 vote
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  15. Formula type "BBCRM Constituents to Luminate Group" improvement

    Currently when using this type of formula, the records need to be loaded to LO group all at once (automatically or send from Ready bucket).

    My suggestion for improvement is to make the formula only rebuilds the group on each “fresh” run (at scheduled time), so we can process 1:1 match or 1:many match. Because we can not expect records in CRM and LO are perfect match at all times.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  16. Include All Mailchimp API options - Member management

    Mailchimp matching on email address sends an exception when Omatic Cloud - RE has a new email address for an existing contact in MailChimp

    1 vote
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  17. Show Run Schedule in History and current last run date

    We do not have a way to know what date/time range was used on any formula run. Also, we don't have visibility into the latest last run date. We are encountering issues with too much data being synced over and do not have dates/times to easily troubleshoot.

    1 vote
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  18. Ability to add non constituent guests to Omatic Cloud

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. 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…

    1 vote
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  20. Would like the ability to apply communication preferences in Encompass to the sub community where the email is sent out of.

    have global categories at the root level, permissions for these categories are sub-community specific. This means that updates to categories at the root level do not affect sub-community levels

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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