Omatic Cloud
414 results found
-
New Mailchimp Formula Type & options
I am trying to proactively update emails in RE when they change in Mailchimp. I can create formulas for Subscribed or Unsubscribed Mailchimp contacts, but not Cleaned. Also, when I create a Mailchimp Subscribers to RENXT Constituents formula, it allows me to select records based on Category or Interest but I'd like to use a predefined Segment which allows for greater finesse in the records I update.
1 vote -
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.
2 votes -
Add "skip row" functionality for flat files
Add a function to skip a row of data based on a condition in a flat file process.
1 vote -
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 -
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 -
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 -
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 -
Allow adjustment or pre-set of row and column sizing
Currently row and column sizing adjusts to the data in each field. This makes working difficult when importing large amounts of text in notes or actions, when the rows expand to beyond the length of a screen. If we could force a set length, adjust how much text is visible, or even the equivalent of de-selecting 'text wrapping' it would make it much easier to view the data.
This would also approve reviewing data in 1:1 matches and similar, which currently resizes the columns whenever one is cleared that had a slightly longer entry in a field. Trying to quickly…6 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 Packages to Appeals During Import
When we do an import of assigned appeals, we'd love to have packages added to the appeal record if they do not already exist
3 votes -
Automatically remove currency symbols
Please make it so that all currency values in a file remove the currency formatting. Every time I have a flat file that requires a calculation between 2 existing values on the file, I have to either remember to format my flat file before import, or I have to figure out how to do a custom code to do the calculation instead.
1 vote -
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
- Don't see your idea?