Omatic Cloud
393 results found
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membership
Ability to create new memberships and link the membership to the transaction coming from GiveCampus.
3 votes -
Enhanced Batch Controls for Safer NXT Data Processing
Introduce safeguards that allow users to validate and, if needed, stop or reverse large batch submissions to NXT. When processing high volumes of records, a single wrong button push or selection error can impact thousands of records with little ability to intervene once a send is initiated (ask me how i know). Adding a pre-send validation layer would help identify anomalies before data is committed. In addition, the ability to pause or cancel a batch in progress, along with clear status visibility, would provide critical control during processing. A limited rollback or undo capability, supported by an audit trail, would…
1 vote -
Map multiple fields to NXT
Make the ability to map multiple fields from Mailchimp to a note in an action in NXT.
3 votes -
Import File History with File Name
Similar to the classic Omatic, a history that shows import file location, name, import date, and number of imported records. In the Cloud version, it just shows number of records imported.
3 votes -
Mark a record as “Needs Attention” based on specific criteria
Similar to routing or custom routing rules, the idea is that a record must be manually reviewed and validated when certain conditions are met (other than a match to a platform record like Salesforce or RE).
Example:
I have a standard donation form, but if a particular element is present, I would like a human to review it.A concrete case: on the donation form, there is an option to enter a company name (so the donation shifts from an individual to an organization). However, sometimes this is not an actual company, but rather an employer associated with a workplace…
1 vote -
Additional Mapping Properties in HubSpot
Right now, we can only map to/from contact properties in HubSpot. Would love to be able to map to tickets, deals, events, etc.
1 vote -
ss82@txstate.edu
I need to be able to mark formulas inactive because I don't want to delete them. I saw another idea requesting the ability to tag formulas to allow us to find them easier. This could all be part of the same improvement. It's too hard to scroll down so many formulas to look for this.
1 vote -
Add a Bloomerang (Qgiv) connector
We use Bloomerang for online giving. It would be nice to have a connector.
1 vote -
Add Sent Email API for Engaging Networks
Engaging Networks offers a paid API service in addition to their Bulk API that is the only way to extract specific email send information, regardless of a user's interaction with that email. We need to be able to import email activity into Raiser's Edge, including what email a constituent was sent so we can report on appeal response, but can only do so with the Sent Email API.
3 votes -
Export from RENXT to flat file
I would like to have an automated export in Omatic Cloud from RENXT to a flat file. This will help automate data to other systems in our organization.
3 votes -
LO Donation Form Filter Improvement
I'd like a better filter for donation forms. We have multiple donation forms in LO (e.g. restricted, unrestricted, monthly first, etc) and I've had to create formulas that fit the needs of those forms and it's difficult to have to keep adding them every time there is a new form and to add them in the correct formula. It's time consuming and also we have a lot of missing donations when we forget to add a donation form and have to add them and rerun the formula after the fact again.
2 votes -
Additional Date Format Option
I recently came across the KB article How to Map a Batch Number Using Transformations Where None Are Provided and realized that this would help us cleanup some of our post import process. However, as I was going through the steps I found that none of the existing date formats match what we need. It would be very helpful to us if there was an option to format a date as MMDDYYYY. There is already a format of YYYYMMDD, so it seems like this should be an easy option to provide.
1 vote -
Translate RENXT Query Field IDs
When using a Raisers Edge Query as the formula source, to add a Custom Code Translation we can't easily determine the field name to use.
For example, in the Available Source Fields it'll show
"name": "13579",
instead of
"name": "address.addressline1"1 vote -
Add Org Relationships Second Time
When importing organizational relationships, the organization relationship may exist already with an end date. We would like to add an additional org relationship with a current start date. Currently, it is matching to the existing organizational relationship and erroring out because "start date cannot be before end date".
Therefore, we must manually add the relationship if the relationship already exists. Example, we want to upload a new employee to our database but they were a former employee 20 years ago and that org relationship is recorded as a former org relationship on their record to our university. Therefore, I cannot…
3 votes -
match custom fields
Expand the options to Match RENXT Education records if fields are an exact match to include specific Education Custom fields. This is where we store Award number and therefore it is a much more accurate match especially when we have to import double degrees.
1 vote -
Allow sort by "match reasons" in Needs Review grid
Allow sorting by “Match Reasons” in the Needs Review grid so users can quickly prioritize and process potential matches more efficiently. Let me know if I am missing something that already exists. Thank you.
1 vote -
Batch template for gift import in Omatic Cloud
With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.
7 votes -
Add Write-In Field to the GiveCampus Gift Connector
We'd like to have the "write-in" column for a fund added to the GiveCampus / Omatic gift connector so that we can access that information in the gift import.
1 vote -
Enforce imported Name Format order on new constituents in RE NXT
Allow us to set the order that Name Formats are imported into new constituents. Those of us with a standard ordering for addressees and salutations need this. Currently, RE NXT just decides on an order, which makes them hard to review.
4 votes -
Check-In Information from GoFundMe Pro LIVE
Add check-in information from GoFundMe Pro live to the omatic cloud dataflow so we can sync event attendance with our CRM software (in this case, virtuous).
Wouldn't it be great to use digital check in and have it sync with your attendance information in your CRM instead of having to upload a file after every event.
1 vote
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