Classic Products
436 results found
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New Layer to Approval Process
We have over 11,000 sets of duplicates in the "Duplicates to be Merged" Queue. We want to review the merges before they are actually merged but right now we can either merge ALL duplicates or a PAGE at a time. It seems impossible to review so many duplicates at one time and it is too time consuming to merge a page at a time.
We need another step where we approve the duplicates to be merged one more time (a page at time) then merge at the end of the day. If we could schedule these merges to take place…
1 vote -
MailOmatic for Accounting - Invoice List misleading
We noticed the mail merge option {%INVOICE_LIST%} column heading is confusing. We have an invoice to be paid in installments, but the Amount Paid column showing the total invoice amount paid shows the full amount of the invoice when we actually just made the first of two payments. (see attachment)
1 vote -
Prenote Mail Merge PRIMARY CONTACT ADDRESS wrong
From a users perspective, the PRIMARY CONTACT ADDRESS should be talking about the organization's address, however you have this pulling in the EFT bank address. Why is it called the Primary Contact Address then and not the Bank Address. Incidentally, we have no use for the bank address and cannot address our prenote template with anything other than the organization name because you don't offer the contact address as a mail merge option. Because we deal with many chapters and affiliates or a larger organization, it is vital for us to specify the organization's address (e.g. American Red Cross). My…
1 vote -
MailOmatic Plugin bug previously fixed is back in version v1.1.1.15
When we uploaded to this new version we got the bug back that was previously fixed. After being in the plugin and closing, the enter and tab keys on our keyboards no longer work in FE, only the mouse clicks. If we exit FE and re-enter, it clears the problem but this is time consuming. Please figure out how to fix it again quickly. Thanks
1 vote -
Prenote email options
We need the ability to select the setting for the prenote emails like we do the regular setting EFT: For AP EFT notices use contact name and email from ----Vendor EFT Bank Contact. This automatically defaults to the Vendor Contact which is not where we are keeping the EFT specific contacts
1 vote -
Clear Committed Appeals or add an option to commit multiple appeals to the same records in SOM
Once appeals are committed in SOM, there is no way to clear the committed check mark and recommit appeals to the same records without either first removing the original appeal or re-running the SOM profile.
When working with list management non-constituent records, where it is not possible to globally change or delete appeals from records, the only option would be to re-run the profile. If I want to make sure the exact same group gets the appeal committed to their record, there is no way to do this within SOM.
1 vote -
Drive File Stream
We are a google campus. We utilize drive file stream which shows up as the G Drive for users in Windows explorer and directly connects to their own Google Drive folders or Team Drive folders. I wanted to create an exception file within the G Drive section so multiple people could run an import profile and the exceptions would go to the same area. But it does not see my G Drive at all. We are on-premise and use RDP to connect to the RE server on-campus. Is there any way to share a location for the exceptions file between…
1 vote -
Add the ability to change the Error.txt file to an excel file
Allow users to change the error file to excel for better filtering. Right now we have to put it in excel, write a code to parse out the error and then to text to data to separate and filter based on error type.
1 vote -
Visibility and some fuctionality to List Management Non-constituents in NXT
It would be great to have a more detailed/functional view, similar to Find-o-matic, in RE NXT. I did discover that anyone within List Management is viewable as a relationship, but there is very limited ability to add any information from NXT, such as notes/actions. We like to qualify people before bringing them into RE completely and there is not integration with NXT to provide this as of yet. I'm interested in helping test any ideas you may have to solve this issue if you decide to develop going forward.
1 vote -
When merging two records via Merge Review that more informative error messages get shown
At the moment the error messages are pretty generic when a merge fails.
1 vote -
Skip Row if Duplicate Gift Import ID
I would like to be able to use a function like Skip Row Exceptions to put certain error messages into different exception files, such as "Error in Split Gift: Import ID must be unique". If I get that error message I don't need to worry about it because it means the gift has already been imported - I would like to separate these errors from other errors that I need to correct.
1 vote -
Add ability to create constituent batches from constituent import that could be processed at different times or by different staff.
Ideally, we could set a maximum number of records per batch and batching would automatically occur if this number was exceeded. This came up when we just did our NCOA update which created thousands of address changes that had to be imported to LO which triggered them combing back through the Connector.
1 vote -
Display spouse first and last name next to the constituent name in the first row of the Duplicate Search results screen
Currently, even when the spouse first and last name are specified in the incoming data, they are not displayed next to the constituent name in the first row of the Duplicate Search results screen. They will only be displayed when the spouse relationship itself is being matched. Apart from that, the only way to view the spouse information during importing is to double-click the first row to display all of the incoming fields.
Although the profile configuration allows for columns to be displayed for the spouse's first and last name, this does absolutely no good if the names are not…
1 vote -
Change the mapping of phone/email attribute
Raiser's Edge has moved phones/emails from address to their own record. However, Importomatic is still mapping the attribute to address attribute instead of constituent attribute. This should be changed so that the data is consistent.
1 vote -
expose granular errors Levels to drive branches in batch script when scheduling unattended
On error level X DO Y
in the absence of functional error handling in the GUI it would at least be possible to email someone when an error of type X occurs.
1 vote -
Recommend using a UNC (rather than drive letter) for Exception Files Folder
(especially if referencing a drive mapping)
to prevent an error when using scheduler because the drive (mapping) is not present when not logged on.
1 vote -
Luminate Connector / Group Sync - ability to see which records were added & removed
It would be helpful to have a log of processing when importing or exporting. In particular, the message received after an Export using the Luminate Group Sync Connector usually doesn't make sense as far as number of constituents added or removed. A log file of processing would allow me to see exactly who was added or removed. There are also times during an Import where it's not clear on what data is being updated (again using a Luminate Connector).
1 vote -
When importing gift batch, warn of outstanding pledge balance or recurring gifts
Gifts that are meant to be a pledge payment or recurring gifts are in batches to be imported to RE. It would help if these gifts, would be kicked into an exception file so that they may be recorded as such. In RE/Config/Business Rules/Batch Options/When adding a gift to a batch, warn if constituent has Outstanding Pledge balance or Outstanding recurring gifts.
1 vote -
remove relationship link to non-constituent by mistake without deleting the other record
There have been a number of times a relationship link has been established by mistake between two non-constituent records. When you try to remove the relationship link it completely removes the entire non-constituent record from list management! This creates a nightmare to try to reconstruct the deleted record. I just want to break the link - not remove the record and all its history!
1 vote -
Gift Import Notifications
Create a file of any business rule notifications for imported donations. For example, if we have a notification for all users who have attempted to give fraudulently in the past, it would be nice to have a 'error' file that told us which imported records had this notification.
1 vote
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