Omatic Cloud
280 results found
-
1 vote
-
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 -
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 -
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.
5 votes -
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 -
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 -
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 -
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 -
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 -
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 -
3 votes
-
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 votesThank 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.
-
Display RE Table Entries in Formula Mapping
Similar to picklist options for OC Salesforce formulas, it would be very helpful to display table options in the actual mapping.
1 vote -
Add ability to filter transactions from Engaging Networks
It would be nice to be able to filter incoming Engaging Networks transactions by the status. The status being returned from Engaging Networks is either "success" or "reject" and we'd like to be able to filter the declined, or rejected, transactions.
3 votes -
3 votes
-
Additional Matching Options for HubSpot
Currently, there only search scenarios for HubSpot are 1) Email/ID 2) Email 3) ID/Name 4) ID
The issue with this is that many RENXT records have multiple emails and that is showing up as a new record in HubSpot. Additionally, the ID match is only HubSpot Contact ID. It would be very helpful to have an ID match that allows various IDs like RENXT Lookup ID/Constituent ID.
A Name search scenario would also be helpful
1 vote -
Classy Transaction Type in the connector section
We need to have the Classy transaction type from the payout report in the connector.
3 votes -
HubSpot Company Object Formula
Currently, we are only able access data from the Contacts object. It will be helpful to also include the Company object or have separate Company based formulas for this connector.
1 vote -
Add Formula Schedule Changes to Activity History
It looks like most formula edits are included in Activity History, except for Schedule changes.
1 vote -
Another User Role for Running Formulas
There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".
It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.
5 votes
- Don't see your idea?