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440 results found

  1. 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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  2. 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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  3. 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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  4. 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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    1 comment  ·  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…

    8 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Create a Fields Section for New Donors. This would allow us to map out gender, prefix, addressee, and salutation.

    When importing a large set of event gifts that comes with several new donors. Those donors are imported but do not have a gender, prefix, Addressee/Salutation line assigned. There ought to be a way for us to map this out for new donors. At the end of every section there is that question (How do you want to process this data?) Match to existing RENXT or Add file upload data as new address. This should be available in the constituent section. When a match is found keep RENXT Constituent Data as is. When a match is not found- add file…

    8 votes
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    1 comment  ·  Admin →
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  7. 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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  8. 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.

    8 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  9. Add transformations to use for various number formatting options

    It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…

    8 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. 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

    8 votes
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    planned  ·  1 comment  ·  Admin →
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  11. 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.

    7 votes
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    1 comment  ·  Admin →
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  12. Add a filter option for Classy campaigns.

    Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
    campaign name or internal campaign name containing "renew", which for us, would allow us to create a…

    7 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  13. Batch template for gift import in Omatic Cloud

    With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  14. Add ability to compare one field to another in field mapping and custom routing

    Currently we can compare an incoming field to a defined string. It would be really helpful to be able to compare an incoming field to another incoming field to build decision logic into either the field mapping or into custom routing. For example, I may want to enter a purchase a particular way if the billing and shipping addresses are different, and either enter differently or route to omit those if they are the same.

    I could also use this for data cleanup. I could create a separate column with expected information for each subset of data in my spreadsheet,…

    7 votes
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    1 comment  ·  Admin →
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  15. 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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  16. Add additional "Actions" to Ready Bucket

    Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).

    7 votes
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    3 comments  ·  Admin →
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  17. 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?

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  18. Adding opportunity_ID to link actions to opportunities (proposals)

    In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.

    7 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  19. 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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  20. Add Relationship Attributes

    We would like the ability to send relationship attributes through Omatic Cloud to RENXT.

    6 votes
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    1 comment  ·  Admin →
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    Emily Dalton responded
    Hi Anna, In RENXT, if you add an attribute to a relationship, it requires that relationship to be a full constituent. This is a bit different than how relationship attributes functioned in RE7. By mapping relationship attributes through RENXT, would you be okay with those records automatically being promoted to full constituents? Best, Kristen
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