Omatic Cloud
338 results found
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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
4 votes -
Feedback requested for cascading toast notifications
With the release on July 2, 2024, we greatly reduced the cascading toast notifications and moved the notifications to the center of the page, as to not impede with interactions within the application. We want to continue to make incremental updates to notifications, so we'd love your feedback!
What information would you like to see in the notifications? Where and how would you like to access the notifications? How do you use the information to change a behavior or interaction within Omatic Cloud? What else?
0 votes -
List Management available
Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?
7 votes -
Add fields to Altru connector (particularly Volunteer)
There is no import template available in Altru to import into a Volunteer record. This would be a gamechanger for our organization as we will have to manually enter and match volunteer data. We have the pathways set up in Omatic Cloud and we will not have enough data to warrant using ImportOmatic.
There are other fields that we have come across that would be helpful as well. I have not noticed any updates made to the Altru connector other than the move from OIC to Omatic Cloud. I am happy to share other fields that would be helpful if…
2 votesHi Jacky,
Thanks for the suggestion. Can you be more specific about which volunteer fields you would want to have included? In addition, you mentioned other data you would like to see available, can you share that information as well?
Thank you
Steve Brewer
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Add additional "Actions" to Ready Bucket
Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).
3 votes -
Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing
Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.
We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.
The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.
The current behaviour appears to add a new constituent code to…
3 votes -
Update FE NXT Batch Desicription on import error
Post to GL creates the JE batch and then progresses through importing the transactions. If a transaction results in an error, Post to GL stops the import process—however, it may have completed a partial import, and that partial import may be "in balance."
It would be helpful if, when Post to GL fails due to a transaction error, the JE batch description could be updated to append an error message so Finance is aware that the batch was not created successfully.
3 votes -
Have a repository for transformations
Can we have a have a repository for transformations so we don't have to rebuild and maintain them on different formulas? That would save a lot of time and double checking. Thanks!
128 votes -
Enable Short vs Long Formatting for Address Lines
Currently, the replace function will impact the entire string. Example: When formatting an address, 111 West 3rd Street, I want to replace West with W & Street with St. In this scenario, the current functionality will give me an output of “W”. I would like to request the functionality to replace individual elements of a string. Example: When formatting an address, 111 West 3rd Street, I’d like to replace both West with W and Street with St, giving me an output of 111 W 3rd St. Without this additional functionality it is impossible to keep aligned with our database standards…
32 votes -
allow to import non-constituent participant records
We would like to be able to load non-constituents into events as participants via the cloud integration.
10 votes -
Exclude Administrators
Currently, LO connector imports administrators to Raiser's Edge. However, you can't update Luminate Administrators with LO connector, which is good.
The profile should ONLY work with constituents, NOT user accounts. Filtering out administrators should be an option without a group filter from the profile settings.
3 votes -
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 -
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 -
Integrations/Formulas | Mapping | Total Sum of Two Cells/Columns from an Import File
Built-in feature that allows combining two column headings to create a total sum during the mapping process.
Example: scenarios of summing platform fees and transaction fees.
1 vote -
Option to get user input when incoming data doesn't match existing data for specified fields
We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.
For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.
The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…
6 votes -
Allow for email campaigns to be excluded from data push to database of record
Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.
9 votes -
Release Note Subscriptions
Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).
With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.
3 votes -
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 -
1 vote
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1 vote
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