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Kendal Ferguson

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18 results found

  1. Enhanced Mappable fields to Transformations

    2 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson supported this idea  · 
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    Kendal Ferguson commented  · 

    Another example, keep in mind that Gift Date and Deposit Date come from the same source field and are treated differently based on source field containing _A_, _B_, or _C_, Chapter ID and Payment Method are also present for all source data:

    IF source field contains _A_, _B_, or _C_ - then destination field needs: [Defined Value]-[Gift Date]-[Payment Method]
    IF source field does not contain _A_, _B_, or _C_ - then destination field needs: [Deposit Date]-[Chapter ID]-[Defined Value]

  2. Advanced address processing screen in the Omatic Cloud is needed

    97 votes
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    under review  ·  7 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  3. Sync Entire RENXT List to Data Source

    8 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  4. Classy Endpoint API Field Additions

    7 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson commented  · 

    Another needed field:

    Fundraiser Page Alias

    This field is occasionally used for Appeal mapping to SoR and the only way to handle in Recurring formula type is to replace Page IDs to corresponding Alias value.

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    Kendal Ferguson commented  · 

    Additional fields needed for Recurring Giving Plan:

    3. Campaign Name (available in Classy Transactions)
    4. Campaign Internal Name (available in Classy Transactions)

    These fields are used for gift coding without requiring transformations on Campaign ID which is the only available field in RG Plans right now

    Kendal Ferguson supported this idea  · 

  5. Shorten Data Transformation - add ability to shorten from front or back

    6 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kendal Ferguson commented  · 

    Example 1: string contains an appeal/package combo where the first 5 characters are the appeal and the last 2 are the package. We can get the appeal fine, but not the package

    Example 2: string contains 4 digit year and 2 digit month with no separator, unable to extract the 2 digit month

    Kendal Ferguson supported this idea  · 

  6. Allow formula to run against all dates

    5 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  7. Allow all custom questions in a single formula for Classy connector

    8 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson commented  · 

    Additional idea for this request:

    Add filter in Source Settings where users can choose which custom questions across all Classy Campaigns they want to bring in. Most users don't need all custom ? answers to be stored in SoR and having the ability to pick and choose what is accepted would alleviate both separation of formulas and reduce number of columns

    Kendal Ferguson shared this idea  · 

  8. Request for First and Last Name fields for attendees in Fundraisers profile/formula

    0 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kendal Ferguson shared this idea  · 

  9. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    2 votes
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    0 comments  ·  Omatic Cloud » Salesforce  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  10. Classy Transaction Filters

    4 votes
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    Kendal Ferguson supported this idea  · 

  11. Need Transformation That Can Add Leading Zeros to ID

    15 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  12. Add ability to only add certain mapped fields to new records

    48 votes
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    3 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  13. Update field labels for Classy FMV and Tax Deductible Amount

    1 vote
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson shared this idea  · 

  14. Convert existing dictionaries to transformations

    18 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson supported this idea  · 

  15. Make lookup fields external ID friendly

    4 votes
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    0 comments  ·  Omatic Cloud » Salesforce  ·  Admin →
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    Kendal Ferguson shared this idea  · 

  16. New Records bucket matching

    5 votes
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    Kendal Ferguson shared this idea  · 

  17. Global Add New button in 1:N

    11 votes
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    under review  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson shared this idea  · 

  18. Make unmapped fields used in Record Match Search available in Summary Grid View

    3 votes
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    started  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson shared this idea  · 

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