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295 results found

  1. ZIP code matching in Salesforce

    Currently, 5-digit ZIP codes and 9-digit ZIP codes (where the first 5 digits are the same) will not match when attempting to match incoming records using address as matching criteria. This allows duplicate contacts to be added to Salesforce since Omatic does not match on the address when ZIP is one of the address field criteria.

    0 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  2. ability to select what fields are updated separate from mapping/matching fields

    It would be helpful if we could use fields for matching but then select which ones we actually want to be updated.
    For example, match on name or Constituent ID/Donor ID, but only update the email address or web appeal activity information.

    3 votes
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    planned  ·  0 comments  ·  Admin →
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  3. Would like the ability to apply communication preferences in Encompass to the sub community where the email is sent out of.

    have global categories at the root level, permissions for these categories are sub-community specific. This means that updates to categories at the root level do not affect sub-community levels

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  4. Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.

    In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.

    Please make sure that this is…

    2 votes
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  5. Ability to add non constituent guests to Omatic Cloud

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Skip Days for Scheduling (Allow for weekday only)

    Currently, you can only select daily or weekly. I think it would be beneficial to have it only run on Weekdays. That way records don't pile up over the weekend and risk duplicate records from showing up if multiple changes happened. This has happened when people submit multiple surveys or they have multiple scheduled gifts. And there is no way from the interface to tell which record is the latest.

    8 votes
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    3 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Show Run Schedule in History and current last run date

    We do not have a way to know what date/time range was used on any formula run. Also, we don't have visibility into the latest last run date. We are encountering issues with too much data being synced over and do not have dates/times to easily troubleshoot.

    1 vote
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  8. Include All Mailchimp API options - Member management

    Mailchimp matching on email address sends an exception when Omatic Cloud - RE has a new email address for an existing contact in MailChimp

    1 vote
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  9. Formula type "BBCRM Constituents to Luminate Group" improvement

    Currently when using this type of formula, the records need to be loaded to LO group all at once (automatically or send from Ready bucket).

    My suggestion for improvement is to make the formula only rebuilds the group on each “fresh” run (at scheduled time), so we can process 1:1 match or 1:many match. Because we can not expect records in CRM and LO are perfect match at all times.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  10. SSO Support for SAML 2.0 or OIDC

    It would be great if there was improved SSO support for Identify Providers other than Microsoft.
    Maybe SAML 2.0 or Open ID Connect to enable support for customers chosen IDP.

    1 vote
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  11. Allow formula to always send full list of constituents from Luminate Group

    Right now formulas are only based on time, I would like to build very specific queries in luminate to build groups and have omatic pull all records into RE every time from a group. This is important because group rebuilding once every day, and if a new constituent is missed the rebuild the next day will catch the constituent. But since the current formulas use last run date the only way that new constituent will go to RE is if it is modified.

    1 vote
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  12. When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  13. A request for one formula type for both Organizations and Individual Gifts

    1 vote
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  14. In ImportOmatic, the next record to take action on pops up automatically. Could OC provide this option in 1:Many Matches bucket?

    1 vote
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  15. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  16. Excessive number of duplicates - when donors give twice within same flat file

    If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.

    This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  17. Add Ability to Clear Fields in Luminate Online

    Currently, we are unable to clear fields in Luminate Online when we know data no longer exists or is inactive. It is a risk to not enable a way to clear data in Luminate Online, as the data could flow back into RE undoing the data staff changed. A null value should not clear a field, rather use a character like ~ to indiciate a field should be cleared. This should work for any data type (date, text).

    3 votes
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  18. Mailchimp Unsubscribe Formula - campaign information missing

    In the unsubscribe export file on Mailchimp, it lists the email campaign that prompted the user to unsubscribe under the 'UNSUB[underscore]CAMPAIGN[underscore]TITLE' field. Unfortunately this campaign field is currently not information available within the unsubscribe connector API. Neither is UNSUB[underscore]TIME. it would be good to be able to add this information to RE through Omatic Cloud as it is vital additional context on unsubscribes.

    1 vote
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  19. Add ability to route to "ignore" and filter records from processing

    When building a formula, it would be extremely helpful to define a set of criteria or matching rules that would automatically route a record to Ignore or a queue to Confirm Ignore.

    3 votes
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    planned  ·  0 comments  ·  Admin →
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  20. Advanced Name Processing for Omatic Cloud

    Currently there is only a way to have exact matches on records. It would be helpful to have an Advanced Name matching option in Omatic Cloud, which is similar to the IOM option to score likelihood that a similar record exists in the system.

    When a similar record is found, the records could go to Needs Attention for review, with an option to create New or Match.

    The example of this is if a last name has an extra space or with multiple last names with a hyphen separating them.

    It is faster for me to review Needs Attention records,…

    14 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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