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Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

232 results found

  1. Add Title as one of the fields for mapping on VolunteerHub

    Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub

    3 votes
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  2. Send to a specific triage bucket based on a Mailchimp status field results returned during matching.

    Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).

    1 vote
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  3. 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?

    3 votes
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  4. 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…

    1 vote
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  5. 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).

    2 votes
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  6. Upload source files directly from Integrations/Formulas page

    I'd like to upload the Source files for Flat File as-a-source formulas directly from the Integrations/Formulas pages, without the need to navigate back to Data Queue page and search for my formula every time.

    1 vote
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  7. Post-to-GL prepost feature

    Many Salesforce and Virtuous clients who have FE NXT but migrated from RE NXT are used to the 'prepost' feature in RE / FE integration.

    P2GL for Salesforce or Flat File does not have a similar feature that can be used to validate a posting before it creates an open J/E batch in FE NXT. A number of clients have asked about this.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  8. Option to add mapped data only if records are new

    We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.

    For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.

    So it would be nice to have a blanket "Always add address for new records"

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  9. Enhanced Mappable fields to Transformations

    This was a previous uservoice story but there are still gaps with usability with the if/then ability in transformations. Specifically with if/then/else, the cascading transformations are challenging to build out for most users outside of onboarding.

    The ability to include mapable fields directly to a transformation, outside of concatenated replace logic, would be very helpful and would allow for a more intuitive user experience. This is current functionality in P2GL and it would be helpful to have in Omatic Cloud as well.

    2 votes
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  10. Floating Column Headers in Buckets

    When scrolling down a bucket, the headers do not follow and it's difficult to remember which field is associated with which header.

    0 votes
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  11. 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
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    1 comment  ·  Admin →
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  12. 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.

    3 votes
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  13. 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
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    planned  ·  1 comment  ·  Admin →
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  14. 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.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  15. Child Object Matching: RENXT Custom Fields

    Currently there are two options for child object matching in Omatic Cloud (RENXT as SoR) when you are matching to an existing object: "When a match is found" and "When a match is not found". In the case of Custom Fields there are the Category, Value, Date, and Comment fields. It's a common scenario that we only want the Date of the Custom Field to change if the Value changes. Neither of the existing options work for this because if we match on just "Category", Omatic continues to update the date even if the Value does not change. If we…

    1 vote
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  16. 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
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  17. 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.

    5 votes
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  18. SFTP to HubSpot

    Please add SFTP Capabilities for ingesting files from a SFTP to HubSpot. Right now we can ingest Flat Files into HubSpot, but there is no formula that will support a SFTP connection to HS

    1 vote
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  19. 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…

    3 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  20. Update fields only if new record

    When a formula imports data for new and existing contacts, there may be fields that should only be populated for new records.

    For example, we have source campaign, source, and sub-source to record where a record initially came from. This should only be updated on new records.

    Having a 'only if new' option in the mapping would be really useful. I.e. when selected, the incoming data is ignored when updating existing records, and populated when creating new records.

    3 votes
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    under review  ·  0 comments  ·  Salesforce  ·  Admin →
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