Omatic Cloud
296 results found
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Record match search
It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.
1 vote -
Convert existing dictionaries to transformations
As I am getting started with the Omatic Cloud, it would be wonderful to be able to convert existing dictionaries to transformation or at least copy and paste into a transformation rather than enter line by line. Thanks!
35 votes -
Ability to Send One by One from Ready
it would be helpful to have the ability to send records individually from Ready.
Sometimes a record might need more review while others can be sent to the destination.20 votesThanks Amanda. Can you share a scenario or two why someone would want to be reviewing records in Ready? We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed. Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket? Meaning, is there some other criteria that calls out the need to review? If so, what might that be?
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Abililty to map Constituent Import ID when importing soft credits in RE NXT
Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.
7 votes -
Add a DonorDrive bi-directional workflow from SOR>DD
The Native DonorDrive connector with Salesforce is bi-directional, allowing the syncing of constituent/contact updates from NPSP/NPC to DonorDrive
1 vote -
Add to more than one group at a time through the RE-LO Constituent Formula in OC
Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.
5 votes -
Daylight Savings Time
When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.
5 votes -
Increased Email Import Capabilities
We would like the ability for more detailed mapping of emails/phone numbers like it does for address updates. For example, the ability to add an email as a specific type ONLY if it does not already exist on their record. If it does exist, the option to ignore or update the email type. It would also be nice to say if a specific email type exists, add as "Email 1, 2, 3, etc." There are many times during events we get new email addresses but do not want to override an existing email address and do not want 5 of…
15 votes -
Organize formula's in a way that makes sense to me
In Omatic Cloud, on the Integrations page, it already organizes formulas by datasource, but I would like to organize them in a different way that makes more sense to my organization/data flow.
I may want to organize them by business flow (ex: Email Activity formulas vs Constituent formulas).
I propose a way to create a custom organization for my formulas on the Integrations page that allows me to be more efficient in my day to day.
19 votes -
Add Table Entry If It Doesn't Exist
It would be very helpful if Omatic Cloud could add a table entry during the import if it doesn't already exist. This is IOM functionality that is needed in Omatic Cloud.
11 votes -
Ability to Override in Formula Exceptions
There should be an option other than Delete in the Formula Exceptions bucket. We should be able to Override it, especially if we know that person IS in Raisers Edge but for some reason the server dropped when looking for the record. This would help so that we aren't relying solely on the ability and capability of the servers to connect records.
25 votes -
Make column order in data grids "sticky" per user
Currently in Omatic Cloud data grids, users can click and drag the columns to the right of the action buttons to re-order them. However, upon leaving the data grid and returning to it the columns reset to their default order (alpha by field name). It would be nice if Omatic Cloud would remember custom column order for each formula for each user. There are many times when it is helpful to refer to specific fields in the data grid when choosing whether to add, match, or delete a record but those fields are way off to the right. So it…
22 votes -
Setting Formatting for Primary Addressee & Salutation for New Constituents Only
Ability to set the formatting for Primary Addressee and Salutation for new Constituents only, or be able to review those as data differences for existing constituents.
26 votes -
Audit trail on P2GL formulas
We need a way to identify who (which user) created and last changed a P2GL (including POM) formula. We also need an audit trail to identify who may have deleted a P2GL formula.
1 vote -
Salesforce Opportunity Name: Only Add if New
When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.
1 vote -
Match on Existing Consent Records
Similar to how you can match on an existing Address, Email, Con Code it would be great if we could match on existing Consent records to avoid duplicates. If we're sending weekly newsletters/mailings out, when our connector runs it adds a new consent record every time
7 votes -
3 votes
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Add ability to filter transactions from Engaging Networks
It would be nice to be able to filter incoming Engaging Networks transactions by the status. The status being returned from Engaging Networks is either "success" or "reject" and we'd like to be able to filter the declined, or rejected, transactions.
3 votes -
Classy Endpoint API Field Additions
Classy Recurring Giving Plans:
- Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
- Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation
Classy Transactions:
- ACH Last 4 (Available on Recurring Giving Plans)
4 votes -
Title part of data differences
Can you make Title part of the data differences options in routing/matching?
3 votes
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