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Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

246 results found

  1. Support "starts with" or "ends with" in Transformations

    When translating data we need more supported options for translating data, for example, "starts with" or "ends with" at minimum.

    7 votes
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  2. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    1 vote
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  3. Add percentage of match results to ready buckets

    The older version of Omatic Cloud displayed the percentage of matching information between records in our systems (Altru and Constant Contact). This was very helpful to us as we could minimize the amount of data being sent by only sending records with a percentage match under 100%. We would love to have this feature available again.

    12 votes
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  4. Include Uploaded file name in PostToGL FE NXT Batch Description

    To help identify the contents of a FE NXT Journal Entry, it would be helpful if the Journal Description could include the file name of the uploaded file.

    4 votes
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    1 comment  ·  Post to GL  ·  Admin →
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    Thanks JPP for the idea.  We can look at providing the file name as a field that you could choose to use as desired, including using the field as part of a batch description that you could be dynamically building.

  5. Log when a formula is reprocessed in Activity History

    Currently the activity history does not show when a formula is reprocessed. This info would be helpful especially when working through the exceptions buckets. it would all use to better track errors that are recurring.

    4 votes
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    1 comment  ·  Admin →
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  6. Ability to map Action Notepad Type

    When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.

    4 votes
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  7. 4 votes
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  8. Enhanced Mappable fields to Transformations

    This was a previous uservoice story but there are still gaps with usability with the if/then ability in transformations. Specifically with if/then/else, the cascading transformations are challenging to build out for most users outside of onboarding.

    The ability to include mapable fields directly to a transformation, outside of concatenated replace logic, would be very helpful and would allow for a more intuitive user experience. This is current functionality in P2GL and it would be helpful to have in Omatic Cloud as well.

    2 votes
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  9. Include flat file name on omatic cloud formula history page

    Include flat file name on omatic cloud formula history page. Currently the page shows information like "Formula file upload started," "formula ingestion completed," and "export completed" for the Event column, and details on the number of records processed in the Description column, but it would be nice to include the name of the uploaded file in the Description column so you can easily identify which file was being handled. We use a flat file formula pretty frequently, with unique file names, and this would be very useful.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  10. Add/Update Gift Data as part of PostOmatic Processing

    We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.

    There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."

    While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?

    3 votes
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    1 comment  ·  Admin →
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    Thanks for the idea JPP.  Can you be more specific about where you want the debit and credit used to be added back to the gift?  There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files. 


    Here are a few more questions for consideration:

    What is the goal of having this data in RE/how would that data be used?

    Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?

    What other scenarios might we need to account for if we added a write-back feature?


    Thank you

    Steve Brewer

    Product Manager 

  11. Review specific fields that don't match the source destination

    When importing we are overriding values in our destination system that we may not want to. For example, field X has a value of A in the source data and value of B in the destination - we'd like a way to review this prior to sending to the destination (similar to data differences) so we can make a choice if it's overridden or not. Ideally we'd be able to define these fields as they are unique to our organization and business rules.

    This is similar to the following idea but seemed a little different. Other idea: https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/48105404-option-to-get-user-input-when-incoming-data-doesn

    3 votes
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    under review  ·  1 comment  ·  Salesforce  ·  Admin →
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  12. Reprocess without Re-matching

    Currently, when editing a formula you need to reprocess the data for the changes to take effect. What would be nice is there was an option to reprocess the data without needing to do the rematching.

    For example, I edited a transformation after pulling in 100k records. Specifically updated the comments which is Defined not matched. Another example would be updating a transformation on a field that is not being matched by or routed by.

    So essentially is an field is not being used to match or to route, then there is no reason to have to re-do the record…

    2 votes
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    under review  ·  1 comment  ·  Admin →
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  13. Request to add ability to use sub forms in VolunteerHub

    Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.

    4 votes
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    1 comment  ·  Admin →
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  14. Include non-mapped source fields in summary fields to help with decision making.

    We don't want to update fields in LO but want to see the source fields (which are not used in the mapping) in summary fields to assist in making decisions.

    1 vote
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  15. 1 vote
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  16. 1 vote
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  17. We would like the ability to sort data in the Needs attention bucket. This is the way they used to be ordered.

    Previous order was:
    1. 1:1 Matches
    2. Multiple Matches
    3. New Records
    4. Destination Exceptions
    5. Formula Exceptions

    1 vote
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  18. 1 vote
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  19. 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…

    97 votes
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  20. Allow pulling an unsubscribe list from constant contact

    Currently cannot pull this list. We tried to set this up pulling from the edit date, but that date is not updated when a contact unsubscribes. How else can we pull an unsubscribe list from constant contact?

    9 votes
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