Omatic Cloud
27 results found
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Ability to pick a date format for the concatenated date
This is in relation to batch number naming. When we had this feature in V1 it was great for a variety of reasons and it helped when we had to process backlogged donations using run once. Now I'm having to do tons of workarounds.
1 vote -
add import ID routing
need to be able to return fields in data differences,
0 votes -
Create new data selection
to be able to choose which date to use for filtering
0 votes -
Add another Relationship (RE NXT)
There are many times when we need to import more than one Relationship at a time. For example, we have flat files that contain both Spouse and Employer information that needs to be mapped separately. I was surprised when I went to map this in a formula and there was no Options dropdown next to Constituent / Relationship. (RE NXT)
0 votesGood news! This request has been addressed on the upgraded Omatic Cloud platform. We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade
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Additional Addressee/Salutation imports
It would be great if it were possible to import additional Addressee/Sals. I know this isn't currently possible from RE NXT, but hoping they can make it possible so you can too.
0 votesThis is currently available under the section called "Other Name Format". Blackbaud updated the verbiage for Additional Add/Sals in RENXT to be called "Name Formats". -
Please add ability to export fundraiser information from RE NXT
We need to send the following fields out of RE NXT:
Fundraiser Name
Fundraiser Type
Fundraiser Date FromThanks!
0 votes -
Ability to send first/latest gift information out of RE NXT
We need the ability to export fund descriptions from our constituent's first and latest gift through the Omatic Cloud connector. Please let us know when this capability is added!
0 votes
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