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Kendal Ferguson

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  1. 2 votes
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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. 83 votes
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    Kendal Ferguson supported this idea  · 
  3. 8 votes
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    Kendal Ferguson supported this idea  · 
  4. 4 votes
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    Kendal Ferguson supported this idea  · 
  5. 7 votes
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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  · 
  6. 6 votes
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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  · 
  7. 5 votes
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    Kendal Ferguson supported this idea  · 
  8. 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  · 
  9. 0 votes
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    Kendal Ferguson shared this idea  · 
  10. 2 votes
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    Kendal Ferguson supported this idea  · 
  11. 4 votes
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    Kendal Ferguson supported this idea  · 
  12. 2 votes
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  13. 14 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Kendal Ferguson supported this idea  · 
  14. 43 votes
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    Kendal Ferguson supported this idea  · 
  15. 1 vote
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    Kendal Ferguson shared this idea  · 
  16. 18 votes
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    Kendal Ferguson supported this idea  · 
  17. 4 votes
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    Kendal Ferguson shared this idea  · 
  18. 5 votes
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  19. 10 votes
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    Kendal Ferguson shared this idea  · 
  20. 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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