Omatic Cloud
372 results found
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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.
5 votes -
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
7 votes -
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.
7 votes -
Add Multiple Notes to One Action
Need the ability to add multiple notes to one action. Existing IOM profiles have many notes per action sometimes, and the ability to replicate this in OC would be helpful.
3 votes -
zip code data differences
Add ability match first 5 of zip code as match/ready not show in data differences
1 vote -
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.
4 votes -
Ability to Import Mapping on completed formulas
It would be great to be able to import a mapping into an existing/completed formula. Right now you can only do this if the formula is in "Draft", but there are many times where we need to be able to import a mapping to a completed formula. The workaround is "Copy and Swap", but that only works in some cases.
4 votes -
Allow In-Line Edit in Formula Exceptions
It would be helpful to have the ability to fix matching formula exceptions using inline edits. Specifically with email connectors, this is would be useful to correct invalid email addresses.
1 vote -
Luminate Online: Fee Cover Option data field availability
Luminate Online has started to offer the option for donors to cover the cost of fees when donating. They added a field in the database called "fee cover option" on the gift. We would like that field available in Omatic cloud so that we can bring that data into RE in the gift attributes so we can track the number of donors opting into this option along with the amount. Tracking this amount is necessary for our organization because:
1. Finance will need to easily determine the amount of funds that need to be designated as a donation for operational…2 votes -
Recurring Gift Card Token
Ability to import BBPS card tokens
https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=AddGiftsToBatch
1 vote -
matching gift pledges
Omatic Cloud needs the ability to enter matching gift pledges and matching gift pledge payments. Currently the feature is only available with Importomatic and with database view sunsetting in the near feature we need to have more functionability.
2 votes -
Support for line break character (/n)
Right now we can add line breaks through Concatenation, but there isnt a simple way to force a line break in some more complex situations.
We use this particularly for notepad text, where we want to summarise a few cells of data into a single notepad, e.g.
'Signed up for Email Newsletter on the website. /n
First Name Provided: Alex /n
Surname Provided: Bishop-Thorpe /n
Email address provided: alex.bishop-thorpe@'Importimatic supported '/n' as a line break character, but this isnt supported by Omatic Cloud. Instead it just renders the text '/n'. If we use the line break as the separator…
5 votes -
Custom Routing to send some rows onto another Formula
Sometimes it's necessary (or more convenient) to achieve our desired outcome by taking one file and running two different Formula across it.
A common example would be files that have a mix of Individual and Organisation records. One Formula for the Individual import, and another formula to do the Organisation import - the Organisation import would add and link the individual as a Contact against that Organisation. Fancy.
Right now custom routing lets us skip some rows, having the Formula ignore them. This let's us have our two import formulas, one for Individuals and one for Organisations.
But it would…
6 votes -
Add Tax Receipt Number
Could you include the Tax Receipt Number field in the mapping? The gift transactions I import into RENXT come from an external system that has already generated the tax receipts.
1 vote -
The ability to exclude records before transformation
It would be great to be able to have a formula skip a record based on specific criteria before transformation and matching happens. For example, we have lists that contain thousands of people that get scored by a wealth screening service. We only want to import the records that have a score of 52 or higher. This is sort of like the custom routing rules that happen after all the records have been matched/transformed. But having this ability before processing skips having to deal with exceptions for records that ultimately won't go into the CRM and saving us time.
3 votes -
MailChimp SMS into RENXT
Have MailChimp SMS data recorded in RENXT using the connector in the same way the Email data is.
3 votes -
Ability to delete bio2 end dates
I need to be able to remove end dates from the bio2 codes. We use them to show what projects a constituent participates in.. If they sign up again after a lapse, we need to be able to remove the end date that is there.
1 vote -
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…
3 votes -
Allow matching on relationship types
Relationship matching needs an option to match on the relationship type.
1 vote -
Allow update to Recurring Gift Status
When a recurring gift plan is terminated due to failed payments, completed or cancelled by the donor, it is necessary to update the status of the recurring gift in RENXT.
Blackbaud's current API for PATCH Gift (Edit) indicates "Posted gifts cannot be modified, except to change recurring gift status".
Please allow for integration of Recurring Gift status updates.
3 votes
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