Omatic Cloud
396 results found
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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 -
Allow adjustment or pre-set of row and column sizing
Currently row and column sizing adjusts to the data in each field. This makes working difficult when importing large amounts of text in notes or actions, when the rows expand to beyond the length of a screen. If we could force a set length, adjust how much text is visible, or even the equivalent of de-selecting 'text wrapping' it would make it much easier to view the data.
This would also approve reviewing data in 1:1 matches and similar, which currently resizes the columns whenever one is cleared that had a slightly longer entry in a field. Trying to quickly…6 votes -
Recurring Gift Card Token
Ability to import BBPS card tokens
https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=AddGiftsToBatch
1 vote -
matching gift pledges
Omatic Cloud needs the ability to enter matching gift pledges and matching gift pledge payments. Currently the feature is only available with Importomatic and with database view sunsetting in the near feature we need to have more functionability.
2 votes -
zip code data differences
Add ability match first 5 of zip code as match/ready not show in data differences
1 vote -
Add Tax Receipt Number
Could you include the Tax Receipt Number field in the mapping? The gift transactions I import into RENXT come from an external system that has already generated the tax receipts.
1 vote -
The ability to exclude records before transformation
It would be great to be able to have a formula skip a record based on specific criteria before transformation and matching happens. For example, we have lists that contain thousands of people that get scored by a wealth screening service. We only want to import the records that have a score of 52 or higher. This is sort of like the custom routing rules that happen after all the records have been matched/transformed. But having this ability before processing skips having to deal with exceptions for records that ultimately won't go into the CRM and saving us time.
3 votes -
MailChimp SMS into RENXT
Have MailChimp SMS data recorded in RENXT using the connector in the same way the Email data is.
3 votes -
Ability to delete bio2 end dates
I need to be able to remove end dates from the bio2 codes. We use them to show what projects a constituent participates in.. If they sign up again after a lapse, we need to be able to remove the end date that is there.
1 vote -
Organizational relationship mapping limited to relationships on matched constituent record only
When importing organizational relationships, Omatic Cloud tries to match on EVERY RELATIONSHIP IN THE ENTIRE DATABASE that has a similar name.
This is problematic because it creates an "all or nothing" scenario where you can either choose not to match on any relationships, which potential adds duplicate info, or if the organization name is common, it will not work at all when there are more than 30 other organizational relationships with that organization name across the whole database.
In terms of Omatic Cloud and Raiser's Edge WebView, you would need to remove all of the organizational relationships and create a…
32 votes -
Allow matching on relationship types
Relationship matching needs an option to match on the relationship type.
4 votes -
Allow update to Recurring Gift Status
When a recurring gift plan is terminated due to failed payments, completed or cancelled by the donor, it is necessary to update the status of the recurring gift in RENXT.
Blackbaud's current API for PATCH Gift (Edit) indicates "Posted gifts cannot be modified, except to change recurring gift status".
Please allow for integration of Recurring Gift status updates.
4 votes -
Allow display of formula notes at the tile level and/or on the record review screen in Omatic cloud
Formula notes are great for describing the purpose of a formula, notes about any needed file clean-up or mapping that needs to be checked before uploading a file, any specific common issues or data checks that need to be watched for when records are in the review buckets. Right now, needing to leave the formula list to click through to the Formula Review screen, or refer to a PDF export or printout of the Formula Review page to see these notes can slow down workflows.
It would be helpful if the Formula Notes, or a truncated version of the notes,…
9 votes -
Constant Contact Campaign Series Activity in Omatic Cloud
One of the benefits of Constant Contact email series 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 Series. I'd like to have that functionality so that I can see all the CC 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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