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Add the import function to web view (NXT)
At our school we use the import function pretty regularly and would love to see it added to the web view. We use it for adding mass solicit codes and ask amounts to constituents.0 Planned
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Please add Gift Subtype for pledges to enable the configuration of the field in Omatic Cloud to utilize the field when importing pledges via Omatic Cloud. Thank you.
To utilize the field when importing pledges via Omatic Cloud.0
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When Import is added to Unified View, make sure we are able to import all the Guest fields
Unified view enables recording much more information for the guest then does database view. Some of these fields are: Participation level, Invitation status, Invitation date, RSVP status, RSVP date. As all these fields are new to guest, but a must...1
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To improve the Recurring Gift-Payment Import matching Logic, and allow for the option of matching on Appeal or Package
Enhancement Request: To improve the Recurring Gift-Payment Import matching Logic, and allow for the option of matching on Appeal or Package When importing Recurring Gift-Payments for Constituents who have multiple active Recurring Gifts with the s...0
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Please support Import field of Discount Amount in Registration Fee
We would like to automate event registration and payments. We would like to have the Discount Amount available both in the Import tool and the Raiser's Edge connectors used by Power Automate0
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Reorder Constituent Codes in Import
Currently, the knowledgebase advice for globally/mass changing the order of constituent codes is to download the codes, delete all codes for the constituents in question, edit the codes in Excel, and then reimport them in the order you want them. ...0 Reviewed: Voting Open
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Gift Aid Declarations available to WebOmatic
Currently GAD recording from import is NOT available in WebOmatic, Importomatic allows us to record this in database view. When speaking to WebOmatic i was told this would need to be pushed through here as well as with Omatic. As we are slowly mov...0 Reviewed: Voting Open
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Make Gift Adjustments to Posted Gifts using Gift Adjustment Import
In a recent event, I was out of the office for several months. Over 100 gifts were posted without a Gift Subtype, which is critically used for reporting on designated scholarships and used by our accountant. All the gifts have been posted to the g...0
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The Ability to update automated recurring gifts via an import
We have an on going upgrade calling campaign and are looking at converting to Auto RGs in NXT. Without the capability to import I don't see how we can covert to Auto RGS1 Reviewed: Voting Open
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Target Analytics Fields Should Be Imported as Numbers, not Text
Currently, many of the target analytics ratings cannot be queried on because they are not numbers (i.e. Net Worth, Income, Assets, etc.). For example, I cannot find individuals who have a Net Worth greater than or equal to 700000 because RE does n...0 Reviewed: Voting Open