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387 results found

  1. 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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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Update the Engaging Networks / Raiser's Edge connector to allow mapping to the Origin Source field in Engaging Networks

    There is a field in Engaging Networks called Origin Source which shows what caused someone to sign up to our mailing list. I would like to be able to bring this information from EN to RE, as well as push information from RE to EN if we are uploading new records).

    https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#get-origin-source

    2 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Sonia,

    Thanks for your suggestion here.  We are currently reviewing this idea.  From our research it appears as though the Origin Source may only come from the Bulk Export API (which is what Omatic uses to pull data from Engaging Networks) on the transaction that created the constituent in Engaging Networks.  I am trying to find more information about this.  As a result, I want to confirm how you intend to use this field so we can be sure we are considering your use case.  

    Can you share when you intend to use this origin source data?  Is this donation transactions or some other type of transaction that you are pulling from Engaging Networks that you hope to have this field available to use?  Anything else you can share about your intent and intended use would be helpful.

    Thanks again.

    Steve Brewer

  3. Add fields to Altru connector (particularly Volunteer)

    There is no import template available in Altru to import into a Volunteer record. This would be a gamechanger for our organization as we will have to manually enter and match volunteer data. We have the pathways set up in Omatic Cloud and we will not have enough data to warrant using ImportOmatic.

    There are other fields that we have come across that would be helpful as well. I have not noticed any updates made to the Altru connector other than the move from OIC to Omatic Cloud. I am happy to share other fields that would be helpful if…

    2 votes
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Jacky,

    Thanks for the suggestion.  Can you be more specific about which volunteer fields you would want to have included?  In addition, you mentioned other data you would like to see available, can you share that information as well?

    Thank you

    Steve Brewer

  4. Add unmapped fields to grid options

    We would like to show an ID field in the grid options that isn't in both systems.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  5. P2GL Activity History

    It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.

    1 vote
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    0 comments  ·  Post to GL  ·  Admin →
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  6. Error Message When OC Mapping Not Saved

    It would be great if there was a pop-up error when the mappings are not saved successfully. Right now you can select "Save and Next" and it looks like nothing happens. It does give you a "Saved Successful" message if the mapping saves, but it isn't obvious to a new user if something is causing an error. Specifics on what is causing the error would be helpful too, so you can eliminate the need to click through each section to find the field causing the issue.

    1 vote
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  7. RENXT Tags

    We would like to be able to use RENXT Tags for mapping to HubSpot. This field is currently available in NXT but not available in RENXT List to HubSpot formulas.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Ability to Write Back Transaction ID when Sending Offline Donations for Luminate and Classy

    I would like the ability to send back a transaction ID to an offline gift from either RENXT or SF to (LO or Classy).

    Idea:
    1. Allow for Filtering of Only Offline Donations from both Luminate and Classy Systems. This will allow us the ability to have formulas dedicated to updating offline donations back in SF. This would not work for RENXT since updating is not available.

    1 vote
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  9. Add NIN to Omatic cloud

    For importing Standing Order payments from the bank the only way we can link to Constituents is by a unique ref. We currently store this in the NIN field. Could we get this field added to the omatic cloud when it is added to the SKY API (raised with Blackbaud as well). Thanks

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Ability to Manually Pause Formulas when "Failed to connect to Data Sources"

    It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.

    1 vote
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  11. RENXT <> HubSpot list mapping

    We would love to have year to date giving included in the RENXT <> HubSpot list mapping. I see greatest gift, gift gift and latest gift, but having YTD giving would be super helpful for donors who give multiple times a year.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Inactive Existing Emails

    We need to be able to mark over 800 EXISTING emails inactive in the RE database. These are emails that bounced back as invalid from an email blast we sent out. It will take too long to manually mark these in each person's record. This would be very beneficial if we were able to do this through Omatic.

    1 vote
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  13. Need Calculate Transformation in Concatenate

    We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.

    1 vote
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  14. Calculate ignore text or have transformations within calculation - specifically remove text (ex. $)

    Transformations within calculation - specifically remove text (ex. $)
    or have the calculation ignore text such as "$" and only respect/ingest numbers since it cannot calculate at all if there are any non-numeric characters

    1 vote
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  15. Enforce the Organization Relationship Address to default on the Constituent Address Field for Businesses

    I had an issue recently in Omatic Cloud where I could not add business address information to the organizational relationship record so that it defaults as a business address option on the constituent address. Instead I needed to include both the the organizational relationship to show the Company Name and Position (without an associated address, this was a blank/empty field), as well as, adding a second constituent address separately and labeling it as business address. I now have to manually go into Raisers Edge and copy each constituent business address and paste to each of the businesses on the relationship…

    1 vote
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  16. Ability to increment numbers

    Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
    and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)

    1 vote
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  17. Attribute Comment Updating

    When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.

    1 vote
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  18. Autocorrect empty fields instead of needing "Is Not Blank" Replacement

    It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.

    1 vote
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  19. Facebook Fundraiser ID Field Available for Omatic Cloud

    It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.

    https://kb.blackbaud.com/knowledgebase/articles/Article/199607
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistration

    Thank you!

    1 vote
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  20. EveryAction Field - "Campaign Type"

    It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.

    1 vote
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