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381 results found

  1. 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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  2. Support for line break character (/n)

    Right now we can add line breaks through Concatenation, but there isnt a simple way to force a line break in some more complex situations.

    We use this particularly for notepad text, where we want to summarise a few cells of data into a single notepad, e.g.

    'Signed up for Email Newsletter on the website. /n
    First Name Provided: Alex /n
    Surname Provided: Bishop-Thorpe /n
    Email address provided: alex.bishop-thorpe@'

    Importimatic supported '/n' as a line break character, but this isnt supported by Omatic Cloud. Instead it just renders the text '/n'. If we use the line break as the separator…

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Daylight Savings Time

    When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.

    5 votes
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  4. 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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  5. 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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  6. 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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  7. 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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  8. Matching on middle names and birthdates

    We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.

    5 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Transformations: Completely delete/remove data field

    I would like to see that one of the transformations have the ability to completely delete/remove that field. One of the examples that I have come across is for consistuency codes. We use them if someone is giving at a certain amount annually. But if they are not at that level anymore, we need to delete the code. But I can see this being used for attributes or duplicate pieces of contact information.

    5 votes
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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
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  14. 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
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    2 comments  ·  Admin →
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  15. Update field labels for Classy FMV and Tax Deductible Amount

    In the Classy Connector, Raw Overhead Net Amount = Fair Market Value & Raw Donation Gross Amount = Tax Deductible Amount. These labels are not intuitive for mapping. Can they be reworded to exactly what they are?

    4 votes
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  16. 1: Many, Freeze Incoming Record

    If the potential matches in a 1:Many triage bucket record is greater than 5 and you scroll down to see if one of the lower potential matches might be it, the Incoming Record row disappears. It's like working in a spreadsheet where the top row isn't frozen to always display. Can we have something like Freeze Panes in the 1:Many triage buckets?

    4 votes
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  17. 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
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  18. Be able to export CQS transactions from RE to EN via the connector

    Opt-in questions with the type “Opt-in Confirmation” (CQS transactions) are not available to be exported to from RE to EN using the connector. Only QCB opt-in transactions appear.

    Engaging Networks have implied that this link should help . https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#add-or-update-supporter . The name in the REST API is Double Opt-in. The type is CONF

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  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
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    1 comment  ·  Post to GL  ·  Admin →
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    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. Ability to Import Mapping on completed formulas

    It would be great to be able to import a mapping into an existing/completed formula. Right now you can only do this if the formula is in "Draft", but there are many times where we need to be able to import a mapping to a completed formula. The workaround is "Copy and Swap", but that only works in some cases.

    4 votes
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