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369 results found

  1. Include Marketing Source Code and Receipt Stack

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

    7 votes
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    under review  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. Custom Routing to send some rows onto another Formula

    Sometimes it's necessary (or more convenient) to achieve our desired outcome by taking one file and running two different Formula across it.

    A common example would be files that have a mix of Individual and Organisation records. One Formula for the Individual import, and another formula to do the Organisation import - the Organisation import would add and link the individual as a Contact against that Organisation. Fancy.

    Right now custom routing lets us skip some rows, having the Formula ignore them. This let's us have our two import formulas, one for Individuals and one for Organisations.

    But it would…

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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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    0 comments  ·  Admin →
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  7. It would be an improvement if we could have Payout date as an option for mapping.

    When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.

    6 votes
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    3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Additional Scheduling Options

    Right now, we have 3 scheduling options generally (weekly, daily, continuous). A client has requested that we have additional scheduling options, example: twice daily, twice weekly, every two weeks.

    6 votes
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    4 comments  ·  Admin →
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  9. Participant guests in Classy

    Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. Add connector for Wufoo online forms

    It would be worth looking into how to create a connector service to an online forms site where one can easily custom build an online form and link to RE fields. Wufoo is a great site to start with and has an existing API.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  11. be able to define "Run Once" to within hours or minutes - not only days

    sometimes a gift gets accidentally deleted, so we have to use the "Run Once" function to re-run teh formula. It would help if I could run it for just exactly that single transaction I need to import, rather than a whole day of data which could be thousands of gifts

    6 votes
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. 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.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  13. Release Note Subscriptions

    Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).

    With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.

    6 votes
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    under review  ·  2 comments  ·  Admin →
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  14. 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.

    6 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. Ability to Change an Email/Phone Type based on and Email/Phone Number Match

    We often get a spreadsheet of Emails and/or Phone Numbers that have been discovered to be no good. It would be nice to run these through Omatic and if they match a Phone or Email Number on the record change that Email/Phone Type Category. Example: test12@msn.com has been discovered to be a bad email address. Run it through Omatic and any Email that is test12@msn.com change the email type from Home E-mail Type to Previous E-mail Type. Or even go a step further and only change the Email Type if it is a specific Email or Phone Type. I this…

    6 votes
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  16. Pull Opt-Outs from Specific Subscription Lists in Emma

    Currently, there is no way to tell how the connectors are configured if someone opts out of a specific subscription list.

    USE CASE: We would like to add Solicit Codes/Attributes in RE based on if they unsubscribed from a specific list to manage preferences.

    Issue: No way to tell in SOR what preferences have changed.

    5 votes
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  17. Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile

    Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.

    5 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  18. 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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    1 comment  ·  Post to GL  ·  Admin →
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  19. Allow for the Import of Gift Aid Declarations in Omatic Cloud

    Absolutely critical for clients in the UK doing any gift importing. This is a feature that is UK specific but needed to move IOM profiles to OC.

    5 votes
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    under review  ·  3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Add connector for Marketo

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

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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