Omatic Cloud
393 results found
-
tabs
More Tabs! I'm ok with having an "All Formulas" tab, however I like to have one tab per vendor, and I can't do that now.
2 votes -
0 votes
-
other name format for tributes
when creating tributes we need an "Other Name Format" to add to the record. This is available for consittuents, but not for tribute records.
3 votes -
US phone number - catch incomplete phone numbers
Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers
US Phone Number Normalization
Goal: normalize to digits, then detect “short” values and exclude them.Steps on the phone field
Telephone format (or use Replace to strip punctuation)
Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
Fixed Length Formatting
Fixed Length: 10
Append Value: choose a unique character,…1 vote -
option to not overwrite receipt type
we have to map to receipt type as this is a required field when creating constituent records. But this means the receipt type is constantly being overwritten, which we don't want. Can we have options, similar to what is available for email/phone number, where we can choose to not overwrite it if a match is found
3 votes -
Include/change the automation for spousal soft credits from the gifts field mapping to a relationship field mapping
In Omatic Cloud I came across the spouse soft credit under the gifts field mapping and believe this should be changed to the relaionship field mapping. When I add my new parents/grandparents, I would like to mark their spouses as automatically receiving soft credit prior to their first gift being received. That way when I add the gift in the Raisers Edge after my import has successfully been uploaded, I will not have to remember to manually add the sodt credit, it will automatically default to the spouse record.
2 votes -
Calculate ignore text or have transformations within calculation - specifically remove text (ex. $)
Transformations within calculation - specifically remove text (ex. $)
or have the calculation ignore text such as "$" and only respect/ingest numbers since it cannot calculate at all if there are any non-numeric characters1 vote -
test connection
Particularly while I am setting up or testing a new connection I find myself going in to edit the formula often. Each time I go in I have to wait for the connection to be tested. I think it would save a good bit of time if the connection testing was separated out so that you could make changes a little at a time. If you have just setup a connection and its tested, that's not likely to change within the first day of being setup.
1 vote -
Add ability to import perpetual recurring donations from Encompass
Perpetual recurring donations is a separate endpoint in Encompass. We would like to be able to import these transactions.
13 votes -
Advanced Name Processing for Omatic Cloud
Currently there is only a way to have exact matches on records. It would be helpful to have an Advanced Name matching option in Omatic Cloud, which is similar to the IOM option to score likelihood that a similar record exists in the system.
When a similar record is found, the records could go to Needs Attention for review, with an option to create New or Match.
The example of this is if a last name has an extra space or with multiple last names with a hyphen separating them.
It is faster for me to review Needs Attention records,…
42 votes -
email notification
Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.
1 vote -
Ability to search by Alias for Event Host
Currently, when mapping Event Host information we have the ability to search based on Name or System Record ID. It would be nice to also have the ability to search based on alias so we can search on their ID from the connecting system (Luminate, Classy, Engaging Networks, etc).
17 votes -
Add Classy Live Transaction Types
Classy Live has different transaction types available than Classy. Not having the Classy Live transaction types available is creating a lot of manual work on our end because we use these types in a transformation for the package code in Raiser's Edge.
3 votes -
Create static query option using Omatic cloud or connector imports like in Classic imports.
BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.
6 votes -
Allow Custom Routing-Omit to compare Source Fields to Destination Fields.
Use Case: RE-Nxt to Salesforce (for Email)
We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.
Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…
1 vote -
Formula Exceptions Automate Reprocessing/Retrying
Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)
1 vote -
Export returned data in the queue
Making use of Omatic's great finding and filtering functions I attempted to export a queue and to my surprise, there was no "RE ID" in the export, after talking to lovely tech support agent, Amanda, she suggested I add this idea here.
Exporting the returned data, specifically the "matched" RE ID, given in the queue would allow me to quickly filter, cleanup and manipulate the .csv file in Excel. This would be tremendously useful for me, as I could notify the Team before the gifts are processed, not to mention the added benefit of making edits prior to sending to…
3 votes -
BBIP Connector
Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
A formula could do this.1 vote -
ability to use logic to pick from multiple source fields
For instance: Let's say the destination field is Last Name.
I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.
3 votes -
Ability to Change an Email/Phone Type based on and Email/Phone Number Match
We often get a spreadsheet of Emails and/or Phone Numbers that have been discovered to be no good. It would be nice to run these through Omatic and if they match a Phone or Email Number on the record change that Email/Phone Type Category. Example: test12@msn.com has been discovered to be a bad email address. Run it through Omatic and any Email that is test12@msn.com change the email type from Home E-mail Type to Previous E-mail Type. Or even go a step further and only change the Email Type if it is a specific Email or Phone Type. I this…
8 votes
- Don't see your idea?