Omatic Cloud
383 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…
31 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 -
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.
7 votes -
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 -
Enforce imported Name Format order on new constituents in RE NXT
Allow us to set the order that Name Formats are imported into new constituents. Those of us with a standard ordering for addressees and salutations need this. Currently, RE NXT just decides on an order, which makes them hard to review.
4 votes -
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…3 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 -
Allow matching on relationship types
Relationship matching needs an option to match on the relationship type.
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 -
LO Donation Form Filter Improvement
I'd like a better filter for donation forms. We have multiple donation forms in LO (e.g. restricted, unrestricted, monthly first, etc) and I've had to create formulas that fit the needs of those forms and it's difficult to have to keep adding them every time there is a new form and to add them in the correct formula. It's time consuming and also we have a lot of missing donations when we forget to add a donation form and have to add them and rerun the formula after the fact again.
2 votes -
Additional Date Format Option
I recently came across the KB article How to Map a Batch Number Using Transformations Where None Are Provided and realized that this would help us cleanup some of our post import process. However, as I was going through the steps I found that none of the existing date formats match what we need. It would be very helpful to us if there was an option to format a date as MMDDYYYY. There is already a format of YYYYMMDD, so it seems like this should be an easy option to provide.
1 vote -
Translate RENXT Query Field IDs
When using a Raisers Edge Query as the formula source, to add a Custom Code Translation we can't easily determine the field name to use.
For example, in the Available Source Fields it'll show
"name": "13579",
instead of
"name": "address.addressline1"1 vote -
Add Org Relationships Second Time
When importing organizational relationships, the organization relationship may exist already with an end date. We would like to add an additional org relationship with a current start date. Currently, it is matching to the existing organizational relationship and erroring out because "start date cannot be before end date".
Therefore, we must manually add the relationship if the relationship already exists. Example, we want to upload a new employee to our database but they were a former employee 20 years ago and that org relationship is recorded as a former org relationship on their record to our university. Therefore, I cannot…
3 votes -
match custom fields
Expand the options to Match RENXT Education records if fields are an exact match to include specific Education Custom fields. This is where we store Award number and therefore it is a much more accurate match especially when we have to import double degrees.
1 vote -
Allow sort by "match reasons" in Needs Review grid
Allow sorting by “Match Reasons” in the Needs Review grid so users can quickly prioritize and process potential matches more efficiently. Let me know if I am missing something that already exists. Thank you.
1 vote
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