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Omatic Cloud

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379 results found

  1. Need someway to determine what data DID NOT flow through Omatic

    We've had multiple instances of data not flowing from LO through Omatic and into SF. It would be great if there was a list of items that were not pushed through Omatic, so we would know what needed to be moved manually from LO to SF.

    0 votes
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  2. Omatic Data Service

    We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  3. Autoreprocess on Destination Exception Queue

    It would be helpful to have retry/resend logic on records in the destination exception queue.

    Examples: running Classy Recurrings Gifts and Classy Transactions on a continuous schedule, API limits exceeded, etc. This would be very help especially for clients that have to link records to parent records but want continuous functionality.

    3 votes
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  4. Additional Object Picker Field Access for Contact Roles

    It would be great to have access to additional fields on the object picker when creating Contact Roles in Salesforce. This would allow for the prevention of duplicate Contact Roles being created in Salesforce if a Contact Role already exists for a Contact on an Opportunity.

    Our integration is set up to create a TeamRaiser Participant Contact Role in Salesforce in order to soft credit a person who is fundraising and receives a donation. When a person donates to his/her own fundraising efforts, a donor Contact Role is created (as desired) for that person along with a second Contact Role…

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  5. Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.

    In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.

    Please make sure that this is…

    2 votes
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  6. Ability to add non constituent guests to Omatic Cloud

    1 vote
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  7. Related Record Queue Display

    It would be helpful to see all records in the Related Record Queue by page rather than a scrolling view. This will make review of records faster and more efficient.

    1 vote
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  8. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    37 votes
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    6 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  10. Excessive number of duplicates - when donors give twice within same flat file

    If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.

    This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Allow matching on fuzzy address formats

    Incoming address may be the same as existing, but with different format. We do not want to overwrite the existing address with one that has an incorrect address format and be constantly doing data clean up to correct. Need an option to only update address if it is different from existing address by a percentage. If it is 90% the same, then don't update address. OR it should give value update option, as it does if incoming title is different

    117 votes
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    under review  ·  9 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Allow import or update of gift reference on existing gifts

    Allow us to import updated gift reference data on existing gifts

    3 votes
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  13. Child object matching on address in Salesforce

    Currently, address is not a child object in Salesforce, so when address fields are mapped, address data can be overwritten or duplicate contacts can be added when addresses are different (depending on matching criteria). Child object matching on address would help address this issue.

    0 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  14. Ability to map Action Notepad Type

    When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  15. Would like the ability to apply communication preferences in Encompass to the sub community where the email is sent out of.

    have global categories at the root level, permissions for these categories are sub-community specific. This means that updates to categories at the root level do not affect sub-community levels

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  16. Advanced address processing screen in the Omatic Cloud is needed

    We need an advanced address processing screen in the Omatic Cloud. Right now my choices are to import addresses without knowing if they are valid, or ignore addresses We also need to be able to update a new address while saving the old address as a former address. Why? People enter their addresses online incorrectly and sometimes on purpose. (I've seen people who don't include their house number or apartment number, or enter "nowhere" street.") If I allow address information to come in that doesn't match to their current address I could be overwriting good address info in RE with…

    211 votes
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    planned  ·  19 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Add percentage of match results to ready buckets

    The older version of Omatic Cloud displayed the percentage of matching information between records in our systems (Altru and Constant Contact). This was very helpful to us as we could minimize the amount of data being sent by only sending records with a percentage match under 100%. We would love to have this feature available again.

    13 votes
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    2 comments  ·  Admin →
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  18. Show Run Schedule in History and current last run date

    We do not have a way to know what date/time range was used on any formula run. Also, we don't have visibility into the latest last run date. We are encountering issues with too much data being synced over and do not have dates/times to easily troubleshoot.

    1 vote
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  19. Add ability to only add certain mapped fields to new records

    We would like to be able to decide specific criteria only applicable for new records added, not existing. Similar to applying default settings to new records in Importomatic.

    Examples:

    -Add addressee/salutation styles to new records
    -Only add constituent code to new record
    -Only add preferred name to new record

    102 votes
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    6 comments  ·  Raiser's Edge NXT  ·  Admin →
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  20. Include All Mailchimp API options - Member management

    Mailchimp matching on email address sends an exception when Omatic Cloud - RE has a new email address for an existing contact in MailChimp

    1 vote
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