Data & Integrations

I have many duplicates in my database on Almabase. I would like to be able to search for duplicates by name: first name, last name, first and last name and close variants. This would help me remove duplicates that do not show up through email or ID.

I want the ability to filter emails which contain " gmail.com "

Data Studio: (1) allow the columns to be resized (2) allow the user to be able to sort on any column. I am in Data Studio all day long creating lists, searching for people, trying to clean up the data etc. It would be extremely helpful and make me more efficient if these two features could be added.

The search feature is hindered by misspellings in the colleges and universities section. Introducing a standardized drop-down menu would prevent errors and streamline the search process, enhancing user experience.

On RE there are credit card name and credit card type fields. This information is also available on Almabase exports but these do not sync over to RE yet.

Alumni enter phone numbers vary greatly. Is there a way to have them either enter it using stricter formating or adjust the formatting once they enter it to be standardized? Country followed by phone number formatting of that nation US: +1 XXX-XXX-XXXX Australia: +61 XX-XXXX-XXXX etc

I am trying to pull the suffix data but right now Data Studio doesn't allow me to pull that. So adding that to the data that can be downloaded would be great.

Almabase treats organization records like individual ones, updating fields like First Name. In contrast, RE has an indicator to differentiate between individuals and organizations. A feature to recognize organization registrations and adjust the Data Inbox results would be great. Right now, the only way is to manually ignore the entries in Data Inbox since they appear as individual records, even though they are correctly linked to the organization’s RE record.

Alum Directory: improve the RE/NXT API so that changes to employment and education records made by alums in Almabase do not create duplicate records in NXT when synced. The issue is that we pre-populated data into our alum directory from RE/NXT which has 40 years of data for us. After recently launching Almabase to our alums, they enthusiastically updated their profile data with titles for the employer record as well as updated majors and minors etc for their educational records. However, when this data is synced back to NXT, a duplicate record is created in NXT. For example, if NXT already showed someone went to Stanford and the alum came into Almabase and updated that information to show they majored in Biology, when you sync that data from data inbox, NXT will show two Stanford records...one showing the major as biology. The wanted behavior is to append to the NXT record, not add it. We have been through this extensively with support and yes, our transformations and sync rules are correct. We are told this a limitation to the Sync API for both education and employment records.

It would be greatly beneficial if address information from BBMS payments could be accessed and synced to Almabase and then Razor's Edge in the future.