Omatic Cloud
296 results found
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HubSpot Company Object Formula
Currently, we are only able access data from the Contacts object. It will be helpful to also include the Company object or have separate Company based formulas for this connector.
1 vote -
RENXT Record Type Displayed in Buckets
It would be helpful to see what kind of record type (Constituent/Non-constituent/Relationship) a record was while reviewing in the 1-Many matches bucket. This would speed up the process of determining which record is the correct match. This could be done through an extra column (that might be hidden if not wanted) or font formatting.
9 votes -
New Records Duplicate Creation
If multiple rows come in for the same person and are routed to the " New Records" bucket because a match is not found in destination, clicking "Send All/Page" sometimes creates duplicate contacts/constituents. We need matching capabilities in the New Records bucket to prevent duplication if all bio data matches exactly.
Currently, the work around is to ensure a unique ID is populated, so that any new records that are duplicates will be sent to exceptions. Those exceptions then need to be reprocessed in order to match. However, this only works when a unique ID field is available from the…
7 votes -
It would be an improvement if we could have Payout date as an option for mapping.
When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.
3 votes -
additional -- useful -- logic operators in P2GL
Can we add some additional -- useful -- logic operators to P2GL?
*Blank
*Not Blank
*Does Not ContainBlank and Not Blank are especially useful. Today, without them, we're forced to use 'Equal' or 'Does Not Equal' and then compare that to an unpopulated field. Sometimes, however, if there are spaces in a field, it might look to be blank but isn't really.
All and all, it's just safer and more efficient to have 'Blank' and 'Not Blank' operators.
'Does Not Contain' is useful for working against alphanumeric data, and would prevent needing to use more complicated 'If/Then' or 'True/False'…
5 votes -
MailChimp Automated Campaign Activity in Omatic Cloud
One of the benefits of Mailchimp automations is that you can set them up and they run in the background without needing human intervention. There is similar functionality in Omatic Cloud related to stand-alone campaigns but but not for Automated Campaigns. I'd like to have that functionality so that I can see all the Mailchimp email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.
10 votes -
Post to GL outputs for FE NXT
The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.
Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…
1 vote -
Use Bulk API for updating EN
Use the bulk api to upload audiences from Raisers Edge to increase throughput
3 votes -
Add Formula Schedule Changes to Activity History
It looks like most formula edits are included in Activity History, except for Schedule changes.
1 vote -
Custom Fields in Every Action Connector on Contributions
It looks like custom fields are available for Contributions in the EveryAction connector, but we can't access the Contribution custom fields that are available on the Recurring Commitment formulas. Example--we're looking for a custom "Fund" field that has been created to further breakout gifts, but we are not able to map to this right now for recurring commitments. The custom field is available on the contribution.
1 vote -
Ability to remove special non-ASCII characters aka Emojis
It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.
Use Case - Email subject lines often include these unreadable/unusable characters.
4 votes -
Ability to Schedule Exports from RE/NXT
It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.
1 vote -
Adding HubSpot Alternate Email
It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.
1 vote -
HubSpot additional Properties under Email Information Group
For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.
1 vote -
Classy Transaction Filters
I would like to include the following filters in the Classy Transaction Endpoint:
- Company Gifts based on if Company is provided or Individual Gifts Based on if Company is not provided.
- Only Recurring Donations or Only Individual Gifts
- Status: Include Succesful or Pending(ACH)
- Date filters Refund Date, Date Modified, Date Added, or Payout Date.
2 votes -
Ability to Manually Pause Formulas when "Failed to connect to Data Sources"
It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.
1 vote -
Make popular / favourited translations available with one click
In Importomatic, to add Proper Casing takes one click. In Omatic Cloud it takes around 7. It would be useful if we could "favourite" certain translations, so that these are able to be applied with a single click.
2 votes -
RE Wealth/Ratings added to RENXT List Formula Type
We would like to have Wealth/Rating fields available in the RENXT List formula type.
1 vote -
Enforce Unique Formula Names
Formula names should be unique in Omatic Cloud. Multiple formulas with the same name can cause confusion during processing or reporting an issue with support.
3 votes -
Request to add more retries to HubSpot endpoint
No API limit errors between formulas
0 votes
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