Omatic Cloud
368 results found
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Allowing the formula to auto match based on a spouse in a record.
Example: The file I'm importing the donor name is Laura Smith but in RE NXT we have a donor of Robert Smith with spouse of Laura Smith. When these come through Omatic Cloud they are 1:1 matches but we still have to look at every single one by opening the RE record to ensure the spouse is on there. Is there a way to make the formula automatically match it if the spouse matches and the address matches?
3 votes -
Add Multiple Notes to One Action
Need the ability to add multiple notes to one action. Existing IOM profiles have many notes per action sometimes, and the ability to replicate this in OC would be helpful.
3 votes -
Allow In-Line Edit in Formula Exceptions
It would be helpful to have the ability to fix matching formula exceptions using inline edits. Specifically with email connectors, this is would be useful to correct invalid email addresses.
1 vote -
Add new GoFundMe Pro Channel to connector
GoFundMe Pro has added a new Channel feature for the Peer 2 Peer campaigns. We'd like this added to the GFMP connector for importing transactions.
1 vote -
Add individual system Record ID as a match option when importing a Relationship
Expand the matching logic for Relationships to include the Constituent System record ID . The constituent system record ID is unique across RE and is assigned to a record once added in RE. This data point will allow the import for Relationship records to use an alias/alias type and constituent system record IDs to get an exact match and will prevent duplicate/reciprocal relationships to be added in RENXT. Currently ImportOmatc will match on an Alias ID and will not create additional relationships if it exists.
Currently in OmaticCloud, matching on alias id/type will result in unwanted/duplicate relationships added to RENXT.…
1 vote -
1 vote
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other name format for tributes
when creating tributes we need an "Other Name Format" to add to the record. This is available for consittuents, but not for tribute records.
3 votes -
1 vote
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US phone number - catch incomplete phone numbers
Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers
US Phone Number Normalization
Goal: normalize to digits, then detect “short” values and exclude them.Steps on the phone field
Telephone format (or use Replace to strip punctuation)
Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
Fixed Length Formatting
Fixed Length: 10
Append Value: choose a unique character,…1 vote -
option to not overwrite receipt type
we have to map to receipt type as this is a required field when creating constituent records. But this means the receipt type is constantly being overwritten, which we don't want. Can we have options, similar to what is available for email/phone number, where we can choose to not overwrite it if a match is found
3 votes -
be able to define "Run Once" to within hours or minutes - not only days
sometimes a gift gets accidentally deleted, so we have to use the "Run Once" function to re-run teh formula. It would help if I could run it for just exactly that single transaction I need to import, rather than a whole day of data which could be thousands of gifts
6 votes -
Add Suffix as a field for matching.
We bring in many alumni or students who have parents who match on first, last, address, etc. and we would like to use Suffix as a matching or autopick field.
0 votes -
Ability to copy detail rows
Need the ability to copy detail rows in as well as pre-processing rows. Very often, most configurations in multiple rows are the same, with the exception of only a few things (or sometimes just one thing) that needs to be changed. The ability to copy a detail row or a pre-processing row, and then change one or two configuration items, would save a great amount of time in configuring complex formulas.
2 votes -
test connection
Particularly while I am setting up or testing a new connection I find myself going in to edit the formula often. Each time I go in I have to wait for the connection to be tested. I think it would save a good bit of time if the connection testing was separated out so that you could make changes a little at a time. If you have just setup a connection and its tested, that's not likely to change within the first day of being setup.
1 vote -
email notification
Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.
1 vote -
Add Classy Live Transaction Types
Classy Live has different transaction types available than Classy. Not having the Classy Live transaction types available is creating a lot of manual work on our end because we use these types in a transformation for the package code in Raiser's Edge.
3 votes -
Allow Custom Routing-Omit to compare Source Fields to Destination Fields.
Use Case: RE-Nxt to Salesforce (for Email)
We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.
Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…
1 vote -
Formula Exceptions Automate Reprocessing/Retrying
Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)
1 vote -
Export returned data in the queue
Making use of Omatic's great finding and filtering functions I attempted to export a queue and to my surprise, there was no "RE ID" in the export, after talking to lovely tech support agent, Amanda, she suggested I add this idea here.
Exporting the returned data, specifically the "matched" RE ID, given in the queue would allow me to quickly filter, cleanup and manipulate the .csv file in Excel. This would be tremendously useful for me, as I could notify the Team before the gifts are processed, not to mention the added benefit of making edits prior to sending to…
3 votes -
View API Name in Object Picker
When selecting fields in the Object Picker, some of them have the same label but different API names. For example, we can have City (MailingCity) or City (City_Employer). It would be extremely helpful if we could hover over the field and see the actual API name to ensure we're mapping to the right field, rather than needing to do a lot of trial and error testing.
1 vote
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