Omatic Cloud
120 results found
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Side-to-side scrollbar floats or is more accessible on the review screen
It would be great if the scrollbar didn't require scrolling all the way to the bottom of the page in order to move side-to-side to verify information in the table and instead could float at the bottom of the current frame of reference so it is more accessible/usable. Small papercut that would be nice for User Experience.
1 voteWe isolated and resolved the issue. The review screen table header and bottom scroll bar are now remain visible while scrolling through records. Thank you!
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Add Custom Fields to the Fundraise Up Connector
Custom fields in Fundraise Up hold very important information that allows us to easily integrate this data into Raiser's Edge NXT. Before the connector we were able to pull this information in via the flat file and not having these fields makes it difficult to get our full set of gift data when we import.
6 votesCustom fields for Fundraise Up donations are now available in the Omatic Cloud mapping page. Note, you will need to use transformations to parse the data from the custom fields list to extract that value that you need.
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Ability to Filter Out Test Emails for Salesforce Marketing Cloud
We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.
1 voteGreat news! This feedback has been released in Omatic Cloud. You can now filter out records based on specific criteria (for example, test email addresses) to exclude them from processing.
Learn more here: https://support.omaticsoftware.com/s/article/Record-Custom-Routing-Overview
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Ability to Filter Out Test Emails from Salesforce Marketing Cloud
We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.
1 voteWe have completed work to allow a user to create custom routing, which allows a user to delete records that fit a specific scenario. You could use the custom routing to filter out data that has an email in the TestEmailAddr field that you mentioned.
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Activate the links/update gift list to allow linking of pledge payments in RENXT batches..
RENXT now accepts Pledge Payments in batch. Even though the Original pledge Lookup ID is mapped the formula still returns a Destination error saying pledge payments are not supported. This capability needs to be activated.
3 votesWe've released Support for RENXT Pledges and Pledge Payments in Gift Batch/Management.
Note: Whether Pledges or Pledge payments are processed through Batch or not, certain fields are not yet supported though. These include Gift Constituency, Gift Subtype, and Gift Code. We look forward supporting these soon. Stay tuned for updates!
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Allow same source and destination
OmaticCloud would be more valuable to us if it would allow same data source and destination. For example, data stored in RE membership could be transformed or simply moved to constituent attributes area by an OmaticCloud job when membership data is changed. This will help workaround missing functionality from RE and Omatic to improve our data efficiency and accuracy. Thank you!
8 votesThis is now supported! You will need to connect RENXT as a Data Source twice (once for the "Source" and once for the "Destination"). Once the two data sources are created, you will have the option to select one as source and one as a destination in the wizard. Then, you will have formula types available for those connections.
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Which FE NXT batch(es) errored out?
With the new batching mechanism that can generate multiple FE NXT journal entry batches at once, we need the ability in the error text file to identify problematic batches. That way, we can delete those and leave the rest. Right now, it’s hard to tell which batches are broken.
1 voteWe have released an update to include the batch when errors are generated adding a journal entry to a batch. The batch will appear in the error message that is included in the exception file generated.
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NXT to NXT
Imagine if you could continuously transform NXT data without running a global update (or other manual methods, like a flat file).
Example: OC formula that begins with NXT Action List. When an action fitting the criteria is added, transform it into a Consent Table entry and write it back to the NXT constituent record. Run it continuously.
Current capabilities of RE business rules or NXT Workflow don't extend this far or offer this much flexibility. Even if NXT Workflow eventually grows into this space, I doubt it'll offer the full fields OC does.1 voteHi Kelly! This is possible today! You just need to set up two RENXT data sources (to the same RENXT instance). Then, you can pick one as your source and one as your destination in your formula!
Best,
Kristen
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Support "starts with" or "ends with" in Transformations
When translating data we need more supported options for translating data, for example, "starts with" or "ends with" at minimum.
7 votes -
Ability to silence or "x" out toast notifications in Omatic Cloud
Toast notifications can be distracting especially when multiple users are in an Omatic Cloud instance. The notification blocks the "X" button on the formula and prevents another user from closing a formula. When those notifications stack or another user is processing records, it can be a long wait.
It would be helpful to silence those notifications per user and have the ability to close out of the notification before the processing bar is completed.
12 votesAdditional toast notification feedback can be submitted within the referenced link
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5 votes
Page size is now saved within Omatic Cloud. It will be saved per user, per formula. Within a formula, it will be applied to all the buckets. New formulas will still default to 15 records, but once you make the change, it will be saved.
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Split gift by percentage
Add the ability to transform gifts by a set percentage of the gift amount in order to create a split gift with multiple funds. Example, 80% of the gift to one fund, 20% to another
3 votesThank you for this idea! This has been made possible with our new Calculate Transformation. Check out more information about it here: https://support.omaticsoftware.com/s/article/How-to-Calculate-Data-Values
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Keep 'Remove batch if validation fails during processing checkbox' checked
After checking the box to "Remove batch if validation fails during processing checkbox" it would be nice if that remained check for each subsequent posting job.
3 votesWith the release on 12/5/2024, the 'Remove batch if validation fails during processing' checkbox will remember the last status chosen when processing a formula so that a user doesn't have to manually update the checkbox each time a formula is processed.
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New Formula Types
If I create a second API Connection to my RE/NXT database (called RE Maintenance), I’m hoping to use the primary connection to identify specific maintenance scenarios and the second connection to update the data in RE. (Ie, we have a custom field called Minor (under 18) with a Y/N value. I’d like a formula to automagically change it once they reach their 18th birthday.) I currently do this on a monthly basis for many different maintenance scenarios using RE Database View queries and global changes. Automating would be better, more efficient, and more timely.
OC will allow me to create…
5 votesThis is now supported! You will need to connect RENXT as a Data Source twice (once for the "Source" and once for the "Destination"). Once the two data sources are created, you will have the option to select one as source and one as a destination in the wizard. Then, you will have formula types available for those connections.
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Show "Incoming Date/Time" of Record During Matching
We currently have a problem if the record comes in multiple times, we don't know which record is the latest one. You almost have to export the data and review it column to column for an individual.
It would be nice to include the date/time when the record was added to the matching screen. Right now we can see date/time for exceptions, so it would be nice to see that on the matching.3 votes -
Offering the ability to pull all list types from NXT, not just a Constituent list. (Gifts, Actions, Opportunities)
I need the ability to sync constituents between NXT and Luminate who have given to a particular Package. This is only searchable in NXT through a Gift List.
3 votesThis is now supported, with RENXT Query as a Source. You can create a query in RENXT, and use it as the source of the data to send to Luminate.
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Include Uploaded file name in PostToGL FE NXT Batch Description
To help identify the contents of a FE NXT Journal Entry, it would be helpful if the Journal Description could include the file name of the uploaded file.
4 votesThere is now a field available named Uploaded File Name that you can use to map in any area where mapping is supported in a formula.
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Add ability to route to "ignore" and filter records from processing
When building a formula, it would be extremely helpful to define a set of criteria or matching rules that would automatically route a record to Ignore or a queue to Confirm Ignore.
3 votesOur users now have custom routing available which will allow users to choose to delete records that fit specific criteria in the source data.
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OC Date transformation for D/M/YYYY
Currently there is a transformation for M/D/YYYY but not D/M/YYYY
Seeing a lot of "data differences" simply because of OC adding back in a zero when we do not want one.6 votes -
Shorten Data Transformation - add ability to shorten from front or back
Current transformation only allows us to drop values from the end of a string. We also need the ability to drop values from the front of the screen.
39 votes
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