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269 results found

  1. allow to import non-constituent participant records

    We would like to be able to load non-constituents into events as participants via the cloud integration.

    4 votes
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    under review  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  2. Populate More Example Rows from Luminate Surveys

    It would be good to have more example rows populating for Luminate Surveys when working on the Data Mapping page in a formula. When building transformations it's nice to cycle through a few records to make sure the data is transforming as expected.

    3 votes
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  3. Ability to apply gift to full constituent spouse when matched on non-constituent spouse.

    In Import Omatic we have this option but not in Omatic Cloud.

    3 votes
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  4. SFTP for P2GL

    Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.

    4 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  5. Title part of data differences

    Can you make Title part of the data differences options in routing/matching?

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. Import from One system of Record into the Same System of Record

    We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"

    Reference case 00094322

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  7. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    Currently, when importing relationships to existing constituents in RE NXT, the only option for matching to existing constituents is to map to either 'Constituent Lookup ID' or System Record ID. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID' nor the System Record ID. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    10 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Abililty to map Constituent Import ID when importing soft credits in RE NXT

    Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. More than 4 Tabs for adding formulas and and when we add a formula to a tab it will be removed from "All Formulas".

    1 vote
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  10. Phone format for UK

    In ImportOmatic with the dictionaries we had ability to check if the phone number was less then 11 characters and add a '0' at the beginning of the string

    1 vote
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    0 comments  ·  Salesforce  ·  Admin →
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  11. Add to more than one group at a time through the RE-LO Constituent Formula in OC

    Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.

    5 votes
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    0 comments  ·  Admin →
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  12. Daylight Savings Time

    When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.

    8 votes
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    0 comments  ·  Admin →
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  13. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  14. Record Routing / Advanced Matching Working Together

    Currently, if Advanced matching settings are enabled, it interacts with routing in a way that unintentionally disrupts routing to ready based on Primary match. It would be helpful to include "Primary" matching in routing rules. Due to the current interaction, it probably wouldn't be recommended to use primary matching on one field if the route to ready rules are based on multiple fields.

    1 vote
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    0 comments  ·  Admin →
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  15. Every Action Enhancement: Add Origin Form Name

    Can we please add Origin Form Name as a mappable field in the Contributions endpoint for Every Action?

    0 votes
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    under review  ·  1 comment  ·  Admin →
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  16. Audit trail on P2GL formulas

    We need a way to identify who (which user) created and last changed a P2GL (including POM) formula. We also need an audit trail to identify who may have deleted a P2GL formula.

    1 vote
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    1 comment  ·  Post to GL  ·  Admin →
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  17. Salesforce Opportunity Name: Only Add if New

    When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  18. Ability to send multiple values to "select multiple" contact field in Emma

    We want to map our constituent codes in NXT to a corresponding "select multiple" contact field in Emma, such that all of a given constituent's codes are reflected in their Emma profile. Currently there is no way to format or transform the incoming constituent code data in NXT via Omatic such that it successfully selects multiple choices in the corresponding Emma contact field.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  19. Add a Zoom connector for registrations

    3 votes
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    under review  ·  1 comment  ·  Admin →
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  20. Allow multiple bank accounts to be selected for template

    We have 120+ Affiliates/bank accounts. When we cut checks, we will do it for 25-50 different ones on 1 day. Being able to select multiple Affiliates/banks would save us so much time instead of entering 1 at a time and then getting a template to upload at our bank. 1 upload for 25+ affiliates would be great! (Upload our information and then the screen would have boxes to 'check mark' and empty boxes to fill in the check # range.

    3 votes
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    0 comments  ·  PosPay Web  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Thank you Missy for the idea.  This is definitely an interesting use case.  I am assuming that the Bank is the same for all 25 affiliates, and the only difference is the account in FE.  And you would expect 1 file to be generated that has checks for all of your affiliates that are uploaded to your bank via that 1 file.  Can you confirm my understanding?  


    For the update I would think we would need to make available all of the settings for each account you choose from FE such as starting/ending check number, include voids, and any other settings that is required for the bank format.

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