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269 results found

  1. Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns

    When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.

    I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.

    10 votes
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    1 comment  ·  Admin →
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  2. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record ID. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    10 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Include flat file name on omatic cloud formula history page

    Include flat file name on omatic cloud formula history page. Currently the page shows information like "Formula file upload started," "formula ingestion completed," and "export completed" for the Event column, and details on the number of records processed in the Description column, but it would be nice to include the name of the uploaded file in the Description column so you can easily identify which file was being handled. We use a flat file formula pretty frequently, with unique file names, and this would be very useful.

    10 votes
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    under review  ·  1 comment  ·  Admin →
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  4. Global Add New button in 1:N

    Multiple matches are found on Name alone - instead of adding each one-by-one as a new record, add the ability to add all as NEW from 1:Many so once all rows have been determined to not match on anything beyond First/Last name, all can be newly created at once. Could restrict this button only to Name match to prevent sending other potential matches from email, etc.

    10 votes
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    under review  ·  0 comments  ·  Admin →
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  5. Add Ticketmaster Connector

    Direct, one-step integration from Ticketmaster would allow non-profit theatres to easily import ticket buyer information directly into Raiser's Edge.

    9 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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.

    9 votes
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    planned  ·  2 comments  ·  Admin →
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  7. Allow pulling an unsubscribe list from constant contact

    Currently cannot pull this list. We tried to set this up pulling from the edit date, but that date is not updated when a contact unsubscribes. How else can we pull an unsubscribe list from constant contact?

    9 votes
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    under review  ·  0 comments  ·  Admin →
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  8. HubSpot Email Information Subscription Dates

    It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions

    9 votes
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    planned  ·  1 comment  ·  Admin →
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  9. Advanced Name Processing for Omatic Cloud

    Currently there is only a way to have exact matches on records. It would be helpful to have an Advanced Name matching option in Omatic Cloud, which is similar to the IOM option to score likelihood that a similar record exists in the system.

    When a similar record is found, the records could go to Needs Attention for review, with an option to create New or Match.

    The example of this is if a last name has an extra space or with multiple last names with a hyphen separating them.

    It is faster for me to review Needs Attention records,…

    8 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Allow all custom questions in a single formula for Classy connector

    If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.

    8 votes
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  11. Daylight Savings Time

    When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.

    8 votes
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  12. RENXT Record Type Displayed in Buckets

    It would be helpful to see what kind of record type (Constituent/Non-constituent/Relationship) a record was while reviewing in the 1-Many matches bucket. This would speed up the process of determining which record is the correct match. This could be done through an extra column (that might be hidden if not wanted) or font formatting.

    8 votes
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  13. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. 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.

    7 votes
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  15. Classy Endpoint API Field Additions

    Classy Recurring Giving Plans:

    1. Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
    2. Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation

    Classy Transactions:

    1. ACH Last 4 (Available on Recurring Giving Plans)
    7 votes
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  16. Ability to replace values (including null) with blank values.

    The use case for this request is our need to translate a NULL address line in source to blank value in destination.

    7 votes
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    under review  ·  0 comments  ·  Admin →
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  17. New Records Duplicate Creation

    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…

    7 votes
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  18. Build a Connector for Social Tables

    Social Tables is a new application released in 2015 for Event Management with incredible functionality. It would be great to have an integration for it.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. 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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  20. 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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