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280 results found

  1. Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion.

    Hi Omatic Team, Formula type: TeamRaiser Registration and Donation to BBCRM Constituent/Revenue & Luminate TeamRaiser Donations to BBCRM Constituent Revenue
    Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion. Currently, we can exlucde "offline" gifts from coming over via our Revenue formula (type=Luminate DOnations to BBCRM Constituent/Revenue),
    but this behavior is not consistent with TeamRaiser revenue formulas. While we have safeguarded these from coming over to CRM, it would be more user-friendly to not see them in queue at all.

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  2. BBCRM > LO Formulas - Would like additional fields such as address data to be returned for matching.

    Currently in BBCRM >LO Formulas when matching records,the address info does not appear in the grids so we can't use that to decipher what the correct matched record is without going into each potential match which is very time consuming. Mailing address would be helpful for the following reasons: 1) LO and CRM may have different emails for a same person (with same address). 2) LO may have duplicated records for a same person but the system can't tell they are duplicates. E.g. - Incoming CRM record (same name) mailing address match one LO record and email address match another…

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  3. Add "Send to Needs Attention" button in Ready Bucket

    Similar to adding an Override button to the Ready bucket, similarly it would be nice to have a "send to 1:1" button when filtering through those matches in the Ready bucket.

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  4. Export Matches

    Would it be possible to allow for exporting the grids from 1to1 or 1 to Many. This would be helpful for when the list could use more insight and the list should be sent to someone else. For Example, between 2 systems it is common for potential duplicate users to be identified and land in the 1 to Many. When this happens, we would like to export the list to send to the team leading that system so they can address that the potential duplicate. During larger groups of records, this list can be larger and is easier to sift…

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  5. 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.

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  6. Ability to modify new or existing records

    Ability to choose if I want to make modifications to an existing records while making different modifications to new records all through one formula that are sent to ready. Example: having new records mark new email as primary while existing records do not mark as primary or overwrite.

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  7. LO e-commerce formula type

    I would like to build an e-commerce formula in Omatic cloud and split gifts by item

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  8. Do not match to inactive records

    When matching incoming records through Omatic Cloud to RE, the system should not match to inactive RE records. Or at least add the option not to match to these record types.

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  9. Additional highlighting in the queue grids

    When viewing the queue grids, we would like to have the changed values highlighted across the queue grids. Currently, only the first two columns are highlighted, Luminate and BBCRM.

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  10. Convert old last name to an Alias when adding new

    When pushing the Last Name field to BBCRM, it would be more beneficial to have the old last name converted to an Alias rather than simply overwriting the field.

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  11. Access to Email History/Event Registration in NXT

    We would like to use Email History in NXT to help determine some engagement factors in Luminate Online on a constituent record. Currently there is no way to map/transform/capture that information.

    With the new iOS privacy update, understanding constituent engagement and having a 360 picture of engagement across all platforms is incredibly valuable. We would like to explore accessing those fields to apply an engagement number in LO. In addition, if someone registers for an event in NXT, that should be applied to a different engagement factor field.

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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Ability to add financial account info to recurring gifts (BBCRM)

    We currently do not have the ability to add financial information for recurring gifts. We have a file with a mixture of Credit Card and EFT recurring gifts and we are unable to populate EFT information in the recurring gift. We would also like the ability to add new financial relationships if they don't exist on the record also

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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  13. Allow Multiple Instances for the Classy Connector

    I have two different Classy for two of our affiliate organizations and we have to bring in transactions from each affiliate separately. It would be nice to be able to bring all transactions from both affiliates in one profile.

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  14. Update existing records only - do not require mapping Constituent fields

    When using Alias as another unique identifier to import from another platform, we need the ability to match on Alias without matching on any other pieces. At this point, a top object within the Constituent section needs to be mapped in order to create a valid formula.

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  15. Export Formula Mapping and Settings

    I would love to see an option to export the formula mapping and settings like we can for Omatic profiles. I keep a file with the mapping of the most recent versions of my profiles. That way, I can refer to it as I'm building new and similar profiles and have it as a backup in case I inadvertently mess something up. I like the ability to download to excel but a summary or review screen would probably serve the same purpose.

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  16. Being able to stop a file while it is running

    When you go into integrations/Formulas and press "Run Once", being able to cancel that after you "Run Once" would be extremely helpful.

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  17. Build a suppression that does not rely on an Luminate Online group

    Currently we use LO group (query based) for suppression in formula 1 to exclude undesirable records, records only have name and email, records come from facebook signup/donation, etc. However, there are 2 major limitations to these query based LO groups:

    1. Query tool in LO has a very limited selection, and we can not access and use
      'Last Modified By' field. The reason we want to use that field is:
      a. Users (admin) need to update records in LO: merge, update bio info, etc.

      b. Background processes also update LO records: calculate Engagement Factor

    2. Group can only be rebuilt Once per…

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  18. Filter function in 1:1 and 1:N

    It would be wonderful to be able to not only discard/ignore certain records below a certain threshold, but it would be super helpful to add a filter function to the MATCH column to be able to filter by what the records are matching on. i.e. only pulling up those records that matched on Email, or Email and Name. This would be particularly helpful for the Mailchimp to Raisers Edge and vice versa formulas.

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  19. Matching records in Ready/1:1/1:N WITHOUT it updating the other system

    For example, in a Mailchimp to Raisers Edge connection, there should be an option when setting up a formula to use items for matching but that doesn't meant when the records are matched that Mailchimp updates RE.

    For instance, we have a lot of couples in our database, but they have separate emails so they have separate Mailchimp records. If somehow during triage/Needs Attention I miss that the names are different, or they go through to the Ready bucket and I miss it, then RE has been updated to 1 person's name thereby messing up the database.

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  20. Ability to map Luminate online cross references via API in the Omatic Cloud

    Luminate stores values here for its web services and accessing them would make for more efficient, straight forward mapping in the Omatic formulas. Specifically, these cross-reference types would be most helpful to CHLA:

    - Donation Form Cross-Reference
    -Donation Options and Designations
    -TeamRaiser Cross-Reference

    Navigation in Luminate Online: Data Management / Import/Export / Cross-Reference Types

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