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355 results found

  1. Allow for the Import of Gift Aid Declarations in Omatic Cloud

    Absolutely critical for clients in the UK doing any gift importing. This is a feature that is UK specific but needed to move IOM profiles to OC.

    1 vote
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Transformations: Completely delete/remove data field

    I would like to see that one of the transformations have the ability to completely delete/remove that field. One of the examples that I have come across is for consistuency codes. We use them if someone is giving at a certain amount annually. But if they are not at that level anymore, we need to delete the code. But I can see this being used for attributes or duplicate pieces of contact information.

    4 votes
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    2 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Fuzzy Organization Name Matching

    Currently, Omatic Cloud does not support fuzzy name matching for organizations. Organizations can only be matched on name exactly. In this case, if you were to try and import employment data, minor variations in organization name will force you to manually match with existing organizations or you will end up with multiple duplicate organizations within your database. Fuzzy organisation name matching would make this process much simpler and streamlined.

    15 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Add ability to import perpetual recurring donations from Encompass

    Perpetual recurring donations is a separate endpoint in Encompass. We would like to be able to import these transactions.

    13 votes
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    1 comment  ·  Admin →
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  5. email notification

    Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Add Classy Live Transaction Types

    Classy Live has different transaction types available than Classy. Not having the Classy Live transaction types available is creating a lot of manual work on our end because we use these types in a transformation for the package code in Raiser's Edge.

    3 votes
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  7. Increase number of search scenarios

    Increase number of allowed search scenarios until Match Settings / Contact Match Search to more than five. Our use case is to match on ID (primary), then Name, Personal Email, Work Email, Alt Email, and Mailing Address.

    1 vote
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    1 comment  ·  Salesforce  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Hannah - Thanks for your idea. One thing you may not be aware of is that with Salesforce if your object has more than 1 email address field then you can choose each of those email address fields when you create an Email or Name and Email match scenario. Thus instead of creating a match scenario for each of your email address fields in Salesforce you can create one match scenario and choose all of your email fields in that single match scenario. There is an implied OR between each of the email addresses when performing the search.


    For example, suppose I have 3 email address fields (per your description) in Salesforce: Work Email, Personal Email and Alt Email. Suppose my incoming email address is steve@myorgname.org. I then add an Email match scenario and choose each of those email address fields in my match scenario. When Omatic Cloud attempts to match on email address the query…

  8. Allow Custom Routing-Omit to compare Source Fields to Destination Fields.

    Use Case: RE-Nxt to Salesforce (for Email)

    We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.

    Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  9. Formula Exceptions Automate Reprocessing/Retrying

    Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)

    1 vote
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  10. Export returned data in the queue

    Making use of Omatic's great finding and filtering functions I attempted to export a queue and to my surprise, there was no "RE ID" in the export, after talking to lovely tech support agent, Amanda, she suggested I add this idea here.

    Exporting the returned data, specifically the "matched" RE ID, given in the queue would allow me to quickly filter, cleanup and manipulate the .csv file in Excel. This would be tremendously useful for me, as I could notify the Team before the gifts are processed, not to mention the added benefit of making edits prior to sending to…

    3 votes
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  11. View API Name in Object Picker

    When selecting fields in the Object Picker, some of them have the same label but different API names. For example, we can have City (MailingCity) or City (City_Employer). It would be extremely helpful if we could hover over the field and see the actual API name to ensure we're mapping to the right field, rather than needing to do a lot of trial and error testing.

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  12. Tom

    Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
    There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
    A formula could do this.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Allow phone match as a search scenario

    Currently, OC does not have phone number available as a search scenario even when phone is mapped within a formula. This is essential to have because we otherwise wind up with unnecessary duplicates that could have been prevented.

    21 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  14. ability to use logic to pick from multiple source fields

    For instance: Let's say the destination field is Last Name.

    I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  15. EveryAction Field - "Campaign Type"

    It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.

    1 vote
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  16. Ability to import contact record for Organization Gifts in EveryAction

    Currently, we don't have the ability to import the primary contact/relationship for an Organization gift with the EveryAction connector. Adding this functionality would allow for more complete gift records as that is critical information missing.

    0 votes
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  17. Custom Routing - Activity History

    Would be beneficial to see in the activity history when records are deleted/removed due to the custom routing settings. This way if we see x number of records ingested but only see x number in the buckets it can help us audit the numbers we are seeing. Right now records just 'disappear' depending on the settings.

    3 votes
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  18. Ability to search by Alias for Event Host

    Currently, when mapping Event Host information we have the ability to search based on Name or System Record ID. It would be nice to also have the ability to search based on alias so we can search on their ID from the connecting system (Luminate, Classy, Engaging Networks, etc).

    15 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. Facebook Fundraiser ID Field Available for Omatic Cloud

    It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.

    https://kb.blackbaud.com/knowledgebase/articles/Article/199607
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistration

    Thank you!

    1 vote
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  20. Allow mapping to gift subtype and gift code for pledges

    Allow mapping to gift subtype and gift code for pledges. I currently get a message that this in unavailable for pledges.

    1 vote
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