Omatic Cloud
402 results found
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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 -
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.
13 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 -
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 -
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 -
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 -
Filter by Error Reason
Would like to be able to filter by error reason on Omatic Cloud. This will allow for us to delete or process liked errors all at once.
3 votes -
Show number of records routed to Omit Records endpoint
Currently when using the custom routing rule to omit records, those records just quietly disappear without the ability to trace how many were removed.
I would like the activity history for the formula to show, after x number of records were ingested/processed, y number were omitted. Then I can more accurately trace where everything ended up when I know what I started with, and it'll make troubleshooting easier.
2 votes -
Option to Chain a Sequence of Formulas
Add the option of running a sequence of formulas, so that each formula begins only when the previous formula completes.
In our case, we need to run multiple formulas for a single import job because our data source (RENXT Queries) can't yield the results we need in just one query. The difficulty is that sometimes we need to overwrite the data written by a previous formula. Import time can vary widely depending on both connectivity and the variable number of records that day, so this option could greatly improve the stability of our process.
3 votes -
Merge records (accounts)
Omatic Cloud have a DBA assistant; the only missing this is the ability to merge accounts like Merge O Matic.
Currently, we need another 3rd party tool... $3 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.
3 votes -
Allow customers to stop a formula if an error is noticed
I have a formula running but it is importing correctly and I have no way of stopping it. I'm at the mercy of customer service to stop it. Allow customers the ability to stop a running formula if there is an issue.
1 vote -
Functionality to Map Bank Information with Direct Debit Gifts
When the pay method is "Direct Debit" for a gift that is brought in through regular Omatic processes (not via a batch), Omatic will leave the "Bank/Financial Institution" field empty in Raiser's Edge Database view. This field does not exist in RENXT, but it is a required field in DBV in order to use the payment method of "Direct Debit". Therefore, there isn't a way to map bank details or relationships at this time within Omatic Cloud formulas.
Because my team almost exclusively uses DBV, our Finance team cannot reconcile the gifts that do not have the "Bank/Financial Institution" field…
3 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…
1 vote -
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.
1 vote -
global change
It would be cool if we could apply a group change to ready records before pushing to RE by field. For example, I want all my gifts to go to one batch and so need to change the batch description to all be the same for each gift. Currently have gifts come into ready with date & timestamp to assist with troubleshooting mapping in Omatic but once I send them to RE, I want all that info to be the same to push them through to one batch.
1 vote -
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 -
Add ability to compare one field to another in field mapping and custom routing
Currently we can compare an incoming field to a defined string. It would be really helpful to be able to compare an incoming field to another incoming field to build decision logic into either the field mapping or into custom routing. For example, I may want to enter a purchase a particular way if the billing and shipping addresses are different, and either enter differently or route to omit those if they are the same.
I could also use this for data cleanup. I could create a separate column with expected information for each subset of data in my spreadsheet,…
2 votes -
Adding Email & Phone Number to Actions
Ability to add the email or phone number when importing actions through Omatic Cloud like you can in Database view.
1 vote
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