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270 results found

  1. 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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    1 comment  ·  Admin →
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  2. make classy url available in connector

    The url of the Classy Fundraiser's Page is not available as a field to map in the Classy Connector and would be most useful to be able to capture. We have suggested this to Classy as well.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. 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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  4. Pull Tribute Data from the Encompass Transactions

    Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.

    6 votes
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  5. 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,…

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. More intuitive relationship matching

    Relationship matching and routing works great IF the primary constituent mapped is already in RE.

    If the constituent is BRAND new then you are forced to go through the entire data flow for relationships even if the relationship is already in RE and is a 1:1 match. Meaning many unnecessary and inefficient additional clicks.

    5 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Allow formula to run against all dates

    We use a constituent formula to sync RE NXT records to LO Donor Groups. Currently, the formula will only sync records modified within the past 30 days, but we may have thousands of records not modified in that date range that still need to be in a particular donor group. Forcing a change in the modified date just unnecessarily increases the volume of records also synced by the Opt In formula. We would like to be able to choose to run the formula against all dates.

    5 votes
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    started  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. New Formula Types

    If I create a second API Connection to my RE/NXT database (called RE Maintenance), I’m hoping to use the primary connection to identify specific maintenance scenarios and the second connection to update the data in RE. (Ie, we have a custom field called Minor (under 18) with a Y/N value. I’d like a formula to automagically change it once they reach their 18th birthday.) I currently do this on a monthly basis for many different maintenance scenarios using RE Database View queries and global changes. Automating would be better, more efficient, and more timely.

    OC will allow me to create…

    5 votes
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  9. Another User Role for Running Formulas

    There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".

    It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.

    5 votes
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    under review  ·  0 comments  ·  Admin →
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  10. additional -- useful -- logic operators in P2GL

    Can we add some additional -- useful -- logic operators to P2GL?

    *Blank
    *Not Blank
    *Does Not Contain

    Blank and Not Blank are especially useful. Today, without them, we're forced to use 'Equal' or 'Does Not Equal' and then compare that to an unpopulated field. Sometimes, however, if there are spaces in a field, it might look to be blank but isn't really.

    All and all, it's just safer and more efficient to have 'Blank' and 'Not Blank' operators.

    'Does Not Contain' is useful for working against alphanumeric data, and would prevent needing to use more complicated 'If/Then' or 'True/False'…

    5 votes
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  11. Ability to remove special non-ASCII characters aka Emojis

    It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.

    Use Case - Email subject lines often include these unreadable/unusable characters.

    5 votes
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  12. 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.

    5 votes
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  13. Add to more than one group at a time through the RE-LO Constituent Formula in OC

    Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.

    5 votes
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  14. List Management available

    Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. RE NXT-Add or REMOVE Cons Codes and Solicit Codes

    We need the ability to remove constituent codes or solicit codes like we do in IOM. There is no option for that in OIC, and the removal character does not work.

    4 votes
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  16. Add Classy payment type filter during import - paypal vs. stripe

    The ability to import paypal gifts only and then stripe gifts only would significantly help during import and reconciliation

    4 votes
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  17. SFTP for P2GL

    Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.

    4 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  18. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    4 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. Add Ability to import Tributes to RENXT

    We would like to import Tribute Data through OC, into RENXT.

    4 votes
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  20. RENXT Gift List Formula Type

    We would like to have the formula type RENXT Gift List > HubSpot. This would allow for relevant gift information to be transferred back in to HubSpot to determine the ROI on email campaigns.

    4 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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