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392 results found

  1. Add percentage of match results to ready buckets

    The older version of Omatic Cloud displayed the percentage of matching information between records in our systems (Altru and Constant Contact). This was very helpful to us as we could minimize the amount of data being sent by only sending records with a percentage match under 100%. We would love to have this feature available again.

    13 votes
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    2 comments  ·  Admin →
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  2. Applying Gift to Head of Household (HOH)

    Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.

    13 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. 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.

    12 votes
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    0 comments  ·  Admin →
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  4. Import of Fund Relationships

    There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
    Thank you!

    12 votes
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Include Marketing Source Code and Receipt Stack

    Please include the following fields for mapping:
    - Marketing Source Code
    - Receipt Stack

    11 votes
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    under review  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  6. Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing

    Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.

    We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.

    The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.

    The current behaviour appears to add a new constituent code to…

    11 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Have ability to map to custom attributes for a Participant

    We record event specific information against a participant of an event in RE. Could the endpoints for attributes for a Participant be made available to enable us to add/update these.

    10 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. 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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  9. Constant Contact Campaign Series Activity in Omatic Cloud

    One of the benefits of Constant Contact email series 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 Series. I'd like to have that functionality so that I can see all the CC email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.

    10 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  10. 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.

    10 votes
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    2 comments  ·  Admin →
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  11. 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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  12. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    9 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. 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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  14. Allow for email campaigns to be excluded from data push to database of record

    Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.

    9 votes
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    2 comments  ·  Blackbaud CRM  ·  Admin →
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  15. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    9 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Allow display of formula notes at the tile level and/or on the record review screen in Omatic cloud

    Formula notes are great for describing the purpose of a formula, notes about any needed file clean-up or mapping that needs to be checked before uploading a file, any specific common issues or data checks that need to be watched for when records are in the review buckets. Right now, needing to leave the formula list to click through to the Formula Review screen, or refer to a PDF export or printout of the Formula Review page to see these notes can slow down workflows.

    It would be helpful if the Formula Notes, or a truncated version of the notes,…

    9 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Skip Days for Scheduling (Allow for weekday only)

    Currently, you can only select daily or weekly. I think it would be beneficial to have it only run on Weekdays. That way records don't pile up over the weekend and risk duplicate records from showing up if multiple changes happened. This has happened when people submit multiple surveys or they have multiple scheduled gifts. And there is no way from the interface to tell which record is the latest.

    9 votes
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    3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. 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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  19. 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.

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

    8 votes
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    under review  ·  0 comments  ·  Admin →
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