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284 results found

  1. BBCRM > LO Formulas - Would like additional fields such as address data to be returned for matching.

    Currently in BBCRM >LO Formulas when matching records,the address info does not appear in the grids so we can't use that to decipher what the correct matched record is without going into each potential match which is very time consuming. Mailing address would be helpful for the following reasons: 1) LO and CRM may have different emails for a same person (with same address). 2) LO may have duplicated records for a same person but the system can't tell they are duplicates. E.g. - Incoming CRM record (same name) mailing address match one LO record and email address match another…

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  2. Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion.

    Hi Omatic Team, Formula type: TeamRaiser Registration and Donation to BBCRM Constituent/Revenue & Luminate TeamRaiser Donations to BBCRM Constituent Revenue
    Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion. Currently, we can exlucde "offline" gifts from coming over via our Revenue formula (type=Luminate DOnations to BBCRM Constituent/Revenue),
    but this behavior is not consistent with TeamRaiser revenue formulas. While we have safeguarded these from coming over to CRM, it would be more user-friendly to not see them in queue at all.

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  3. Support for refunds from Luminate to BBCRM

    Omatic Support confirmed that refunds are not supported in any way currently (including flat files) by Omatic Cloud for Luminate to BBCRM. Since handling refunds and adjustments is such a standard revenue workflow, having support added for it would be most helpful.

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  4. Formula tabs

    In trying to better manage my formulas (of which there are many and the number is growing), I've creates some general tabs (Automatically runs, Manually triggered, In development). I'd like to be able to easily identify any formulas that aren't on one of the custom tabs or (dream of dreams) to be able to see which tab a formula is on when working within the formula. That last dream of dreams will help me stop putting formulas on more than one tab.

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  5. 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
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  6. Participant Summary Note suggestions

    I have a new formula to add Event Participants based on event related email activity. I've got it adding/updating the Participant info correctly but would like to track some of the email specific information (ie, which email, sent when, sent/opened/clicked/etc.) in the Participant Summary Note. I am intentionally not tracking this email information as an Assigned Appeal or an Action as those records have specific functions within my database that do not apply to events. Does anyone have a way to automate getting the information into the Participant Summary Note or any other suggestions for how I might want to…

    3 votes
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  7. Download exceptions to a spreadsheet

    We have duplication of error messages to single records and would like to download them to a spreadsheet so we can dedup and determine next steps with the records. Then we'd be able to delete everything from the OC exceptions bucket and know we're not skipping anything that truly needs attention.

    1 vote
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  8. Advanced address processing screen in the Omatic Cloud is needed

    We need an advanced address processing screen in the Omatic Cloud. Right now my choices are to import addresses without knowing if they are valid, or ignore addresses We also need to be able to update a new address while saving the old address as a former address. Why? People enter their addresses online incorrectly and sometimes on purpose. (I've seen people who don't include their house number or apartment number, or enter "nowhere" street.") If I allow address information to come in that doesn't match to their current address I could be overwriting good address info in RE with…

    133 votes
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    under review  ·  13 comments  ·  Admin →
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  9. VIP Processing for OC for RENXT

    We would love to see functionality similar to the VIP Processing in IOM in OC. For instance, if a constituent is in a specific RENXT List, automation does not apply and they fall into a bucket for review and have some sort of VIP identifier.

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  10. Pull Luminate records based on timezone

    Worked with consultant and found records were being brought in via UTC time in Luminate. I would like to bring it in via Pacific Standard Time. Support Ticket 38530

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  11. Convert existing dictionaries to transformations

    As I am getting started with the Omatic Cloud, it would be wonderful to be able to convert existing dictionaries to transformation or at least copy and paste into a transformation rather than enter line by line. Thanks!

    32 votes
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  12. A better Mailchimp ID?

    In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…

    2 votes
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  13. Classy Attendee Connector

    I need a connector that pulls attendee data from Classy events.

    4 votes
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    under review  ·  0 comments  ·  Admin →
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  14. Ability to reprocess one record of selected group of records in Exceptions

    We would love to see the ability to reprocess only single records or a selected group of records from exceptions. For instance, in our exceptions bucket, there is a mix of legitimate exceptions, and RE token expired exceptions. We'd love to just be able to reprocess the token expired ones and leave the legitimate exceptions in the bucket.

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  15. RE NXT-Add or REMOVE Cons Codes and Solicit Codes

    We need the ability to remove constituent codes or solicit codes like we do in IOM. There is no option for that in OIC, and the removal character does not work.

    5 votes
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  16. Map Custom ID Fields

    It would be ideal to be able to map a custom Salesforce field to the matching ID list for primary contact matching. We currently have fields we use as ID fields that aren't recognized by Omatic Cloud so we cannot match or dedupe incoming data based on these fields, making our importing a lot less effective.

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  17. E-Commerce Luminate Online Shipping Address Field Request

    I am requesting the addition of shipping address fields in the E-Commerce Luminate Online connector. I need a record of the shipping address on the E-Commerce gift in Raiser's Edge.

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  18. Add option to skip New User Creation

    In certain cases, there are reasons that if no user is matched it would be more applicable to skip that user rather than have new users created. It would be nice to add the option to automatically skip/ignore New Users. Currently they do go into a new user bucket, but we have to manually go in and repeatedly empty the bucket.

    3 votes
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  19. Ability to spot differences in email

    When I want to match a record from the document I've attached to Raiser's Edge by way of OMATIC, it would be great if there could be functionality that allows me to choose which email address I want to be on RE. For example, when I am matching Beth Paul (from my document) to Elizabeth Paul (how she's listed in RE), I am given the option to select whether I went to import the name "Beth" or stick with the name as listed on RE "Elizabeth". This is great. Would this be possible with email addresses? For example, on my…

    0 votes
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  20. Addition of Classy Mode to Classy Connector

    Add "Is Classy Mode" Field to Import Profile. When importing transaction details from Classy to RE, it's important that the fact that a donor covered processing fees is available to be added to the import profile. If a client wants to track whether or not constituents opted to cover service fees and the percentage in service fees they covered in future RE reports, they are unable to do so because these import fields are unavailable.

    0 votes
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