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291 results found

  1. 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
    started  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  2. 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
    1 comment  ·  Post to GL  ·  Admin →
    How important is this to you?

  3. Add connector for Marketo

    Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.

    5 votes
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  Admin →
    How important is this to you?

  5. Ability to map Action Notepad Type

    When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.

    4 votes
    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  6. Ability to search by Alias for Event Host

    Currently, when mapping Event Host information we have the ability to search based on Name or System Record ID. It would be nice to also have the ability to search based on alias so we can search on their ID from the connecting system (Luminate, Classy, Engaging Networks, etc).

    4 votes
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  7. Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.

    In Import Omatic we have this option but not in Omatic Cloud.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  8. SFTP for P2GL

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

    4 votes
    0 comments  ·  Post to GL  ·  Admin →
    How important is this to you?

  9. Make lookup fields external ID friendly

    Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.

    4 votes
    0 comments  ·  Salesforce  ·  Admin →
    How important is this to you?

  10. Constant Contact Preference Updates

    It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.

    4 votes
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  11. Log when a formula is reprocessed in Activity History

    Currently the activity history does not show when a formula is reprocessed. This info would be helpful especially when working through the exceptions buckets. it would all use to better track errors that are recurring.

    4 votes
    2 comments  ·  Admin →
    How important is this to you?

  12. Match on Existing Consent Records

    Similar to how you can match on an existing Address, Email, Con Code it would be great if we could match on existing Consent records to avoid duplicates. If we're sending weekly newsletters/mailings out, when our connector runs it adds a new consent record every time

    4 votes
    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  13. 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)
    4 votes
    2 comments  ·  Admin →
    How important is this to you?

  14. Don't Update Existing Blank Values in Destination when Default Data Difference is Destination

    When setting the Default Data Difference to Destination, we'd like to leave an existing destination value that is blank. We would not want to import incoming values in this scenario.
    This is happening specifically when a record lands in New, but we know there's a match so we use Override to match to the existing record.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  15. Partial string 'Replace' transformation

    It was a sad day when I realized that there wasn't a Transformation for address abbreviation standardization like there is in IOM (https://support.omaticsoftware.com/s/article/RegularExpressionDictionaryforAddressAbbreviations) and sadder still when I learned that I couldn't create a transformation of my own. While the 'Replace' transformation will IDENTIFY a field value containing a qualifying text string just fine, it will also replace the ENTIRE field value (not just the identified text string) with whatever replacement value you designate. Thought you could use a transformation for common address standardizations like replacing "Street" with "St"? Think again, because the way it exists now will…

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  16. Classy Attendee Connector

    I need a connector that pulls attendee data from Classy events.

    4 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  17. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

  18. 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.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  19. Add/Update Gift Data as part of PostOmatic Processing

    We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.

    There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."

    While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?

    4 votes
    1 comment  ·  Post to GL  ·  Admin →
    How important is this to you?
    AdminSteve Brewer (Product Manager, Omatic) responded

    Thanks for the idea JPP.  Can you be more specific about where you want the debit and credit used to be added back to the gift?  There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files. 


    Here are a few more questions for consideration:

    What is the goal of having this data in RE/how would that data be used?

    Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?

    What other scenarios might we need to account for if we added a write-back feature?


    Thank you

    Steve Brewer

    Product Manager 

  20. Request to add ability to use sub forms in VolunteerHub

    Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?
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