Omatic Cloud
414 results found
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Auto-delete/omit new records
Allow processing to delete New Records bucket automatically or omit new records. I don't want new records added to my system.
5 votes -
Organizational relationship mapping limited to relationships on matched constituent record only
When importing organizational relationships, Omatic Cloud tries to match on EVERY RELATIONSHIP IN THE ENTIRE DATABASE that has a similar name.
This is problematic because it creates an "all or nothing" scenario where you can either choose not to match on any relationships, which potential adds duplicate info, or if the organization name is common, it will not work at all when there are more than 30 other organizational relationships with that organization name across the whole database.
In terms of Omatic Cloud and Raiser's Edge WebView, you would need to remove all of the organizational relationships and create a…
32 votes -
Feature request: CyberImpact connector for Canadian users
We currently use Mailchimp with Omatic Cloud to sync data back to RE NXT, but as a Canadian organization, dealing with US compliance regulations has become a major headache. We want to switch over to CyberImpact, a Canadian email provider that handles our domestic privacy laws (like CASL and Quebec’s Law 25) natively and keeps all data hosted locally in Canada.
The issue is that Omatic Cloud doesn't have a pre-built connector for CyberImpact. If we make the switch, we’ll be stuck doing manual file exports and imports to keep our donor database updated, which completely defeats the purpose of…
9 votes -
Match on preferred name in NXT !
We need to be able to check incoming first name against both 'first name' AND 'preferred name/nickname' fields. THIS IS CRITICAL and is causing a much inefficiency and possible data corruption.
16 votes -
Create a Fields Section for New Donors. This would allow us to map out gender, prefix, addressee, and salutation.
When importing a large set of event gifts that comes with several new donors. Those donors are imported but do not have a gender, prefix, Addressee/Salutation line assigned. There ought to be a way for us to map this out for new donors. At the end of every section there is that question (How do you want to process this data?) Match to existing RENXT or Add file upload data as new address. This should be available in the constituent section. When a match is found keep RENXT Constituent Data as is. When a match is not found- add file…
7 votes -
Export transformation values from Omatic Cloud to csv AND more efficient sorting
I would like to be able to export transformation values from Omatic Cloud to csv to easily review all transformation values. The window in Omatic Cloud is too small to thoroughly review values when we have hundreds of transformations within one category (for example, we use the "replace" transformation for hundreds of Appeals, each of which may have multiple corresponding Luminate form IDs to replace).
Also would like more efficient options to sort transformations. The drag and drop is very slow and again, the small size of the window is problematic for this task.
4 votes -
Enable Omatic Cloud the ability to support mapping all of the RE Import ID fields that ImportOmatic currently can
The ability to map a specific import ID to help match to and update specific record types would be incredibly valuable, especially within the 'database assistant' formulas. Currently, the OC mapping options seem to be limiting the mapping of import IDs to only be available for constituents, tributes, or gifts, but users need the ability to map import IDs for all the record types that ImportOmatic currently offers - including import IDs for actions, addresses, phones/emails, ratings, relationships, and many more.
The inclusion of all the record types that IOM can map import IDs for would make the database assistant…
5 votes -
Collapse Formula Tiles
As the number of OC formulas I've created increases, so does the amount of scrolling I do to find formulas with data that need my attention. One of my tabs already has 27 formulas and it's growing. I'd like a way to collapse them that includes an indicator when there are items in triage buckets. Even keeping the header with the formula name and footer (status & below), but collapsing the buckets and file drop section, would be greatly helpful.
2 votes -
Allow display of formula notes at the tile level and/or on the record review screen in Omatic cloud
Formula notes are great for describing the purpose of a formula, notes about any needed file clean-up or mapping that needs to be checked before uploading a file, any specific common issues or data checks that need to be watched for when records are in the review buckets. Right now, needing to leave the formula list to click through to the Formula Review screen, or refer to a PDF export or printout of the Formula Review page to see these notes can slow down workflows.
It would be helpful if the Formula Notes, or a truncated version of the notes,…
9 votes -
ability to select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records
Select multiple rows when reviewing "Needs Attention" area to mass "Add" or "Delete" records. Right now we are clicking one by one, and it can be time consuming if there are many.
2 votes -
Show "created by" and "last modified by" in NXT based on the Omatic Cloud user that did the action
When processing data in Omatic Cloud it shows the last person to modify a record is based on the connection, not the user. We would like it to show it based on the Omatic Cloud user that processed the record in the formula.
6 votes -
Batch template for gift import in Omatic Cloud
With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.
7 votes -
The ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the f
In all integrations, we need the ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the full address is the same on both systems. This goes back to making sure that if Address A has 2 Lines and the New Address B only has 1 Line, the New Address B in all systems has 1 line. So changing the system to allow blanking lines without using a workaround.
1 vote -
GiveCampus Connector: Add access to Gift Office module data fields
Provide access to the data fields in the GiveCampus Gift Officer module.
1 vote -
Constant Contact Campaign Series Activity in Omatic Cloud
One of the benefits of Constant Contact email series is that you can set them up and they run in the background without needing human intervention. There is similar functionality in Omatic Cloud related to stand-alone campaigns but but not for Series. I'd like to have that functionality so that I can see all the CC email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.
10 votes -
Excluding archived records from importing into RENXT
When bringing information from MC to RENXT like the MailChimp ID, it would be great to not bring over the archived record information. This will help prevent records in RE to be connected to more than one MC record.
3 votes -
Add multiple fundraisers to an action using Database Assistant
I am setting up some database assistant formulas for stewardship actions. Whenever the President of the organization is assigned to an action, we would like her assistant to also be assigned so that she can help keep the President on track
Note that this is specifically for a database assistant formula, but I believe it might apply to other situations as well.
1 vote -
Include Title Case as an option for Casing Transformation
Please add Title Case as an option for Casing transformations. This is something we commonly need for recognition names, organization names, etc. where any minor words after the first word would be lowercase but names capitalized. The Proper Case option capitalizes words like "and" and "the" that occur in the middle of the data, causing us a lot of manual editing. (Not necessarily needed if there was a transformation option to replace individual words within a field like "replace 'And" with "and")
1 vote -
Allow Fund queries to be used for ReNXT to GiveCampus connector
With the ReNXT to GiveCampus connector going live soon, we would like to use it to import our Fund/Designations into GiveCampus. However, since our current option is to only use a gift query or gift list, we can only send over funds that have received at least one gift. A fund query would allow us to connect new funds when they are created, whether they have received a gift or not yet.
1 vote -
be able to define "Run Once" to within hours or minutes - not only days
sometimes a gift gets accidentally deleted, so we have to use the "Run Once" function to re-run teh formula. It would help if I could run it for just exactly that single transaction I need to import, rather than a whole day of data which could be thousands of gifts
13 votes
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