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211 results found

  1. Add ability to only add certain mapped fields to new records

    We would like to be able to decide specific criteria only applicable for new records added, not existing. Similar to applying default settings to new records in Importomatic.

    Examples:

    -Add addressee/salutation styles to new records
    -Only add constituent code to new record
    -Only add preferred name to new record

    31 votes
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  2. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record ID. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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  3. Allow Replace transformation to apply to partial string replacement.

    Currently, the replace function will impact the entire string. Example: When formatting an address, 111 West 3rd Street, I want to replace West with W & Street with St. In this scenario, the current functionality will give me an output of “W”. I would like to request the functionality to replace individual elements of a string. Example: When formatting an address, 111 West 3rd Street, I’d like to replace both West with W and Street with St, giving me an output of 111 W 3rd St. Without this additional functionality it is impossible to keep aligned with our database standards…

    8 votes
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  4. Advanced address processing screen in the Omatic Cloud is needed

    We need an advanced address processing screen in the Omatic Cloud. Right now my choices are to import addresses without knowing if they are valid, or ignore addresses We also need to be able to update a new address while saving the old address as a former address. Why? People enter their addresses online incorrectly and sometimes on purpose. (I've seen people who don't include their house number or apartment number, or enter "nowhere" street.") If I allow address information to come in that doesn't match to their current address I could be overwriting good address info in RE with…

    38 votes
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  5. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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  6. Add to more than one group at a time through the RE-LO Constituent Formula in OC

    Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.

    5 votes
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  7. Import from One system of Record into the Same System of Record

    We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"

    Reference case 00094322

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  8. Sync Entire RENXT List to Data Source

    Right now when using a connector to sync records from RENXT to a data source Omatic considers the "Modified Date" in addition to the RENXT List that the record is on. For lists that are created more ad hoc, such as events, the records may not have necessarily been modified recently, so they're either missed in the sync or you would need to force a modification on all records in the date via a Global Change. It would be awesome to the have the option to sync the entire list for certain formulas, so that all records on the list…

    7 votes
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  9. 1 vote
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    started  ·  1 comment  ·  Admin →
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  10. Add optional questions to fundraisers formula type (classy defined and user defined) to OC

    IOM has Option Questions available to map, but they are missing from OC. Please add these to allow more formula usage.

    7 votes
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    started  ·  1 comment  ·  Admin →
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  11. Shorten Data Transformation - add ability to shorten from front or back

    Current transformation only allows us to drop values from the end of a string. We also need the ability to drop values from the front of the screen.

    6 votes
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  12. Allow 'Replace' transformation option to include operators for 'greater than', 'less than' and 'between'

    It would be great to be able to specify a range in order to have more conditional behavior within the 'Replace' transformation. For example, if I want to assign the gift letter code or acknowledgement status based on the gift amount.

    5 votes
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  13. Audit trail on P2GL formulas

    We need a way to identify who (which user) created and last changed a P2GL (including POM) formula. We also need an audit trail to identify who may have deleted a P2GL formula.

    1 vote
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    1 comment  ·  Post to GL  ·  Admin →
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  14. Salesforce Opportunity Name: Only Add if New

    When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  15. 3 votes
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    under review  ·  1 comment  ·  Admin →
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  16. Classy Endpoint API Field Additions

    Classy Recurring Giving Plans:

    1. Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
    2. Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation

    Classy Transactions:

    1. ACH Last 4 (Available on Recurring Giving Plans)
    6 votes
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  17. Organize formula's in a way that makes sense to me

    In Omatic Cloud, on the Integrations page, it already organizes formulas by datasource, but I would like to organize them in a different way that makes more sense to my organization/data flow.

    I may want to organize them by business flow (ex: Email Activity formulas vs Constituent formulas).

    I propose a way to create a custom organization for my formulas on the Integrations page that allows me to be more efficient in my day to day.

    12 votes
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  18. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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  19. HubSpot Email Information Subscription Dates

    It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions

    9 votes
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    planned  ·  1 comment  ·  Admin →
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  20. Allow all custom questions in a single formula for Classy connector

    If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.

    8 votes
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    1 comment  ·  Admin →
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