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Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

69 results found

  1. GiveCampus: Adding Time Zone Selector

    All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in

    1 vote
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    The date/time transform in Omatic Cloud is able to handle the source time format so this suggestion will be closed. A separate User Voice ticket may need to be opened for Classic products (IOM).

  2. GiveCampus: Adding "Donor Covered Fees" as a field

    Donor Covered Fees is a field available in GiveCampus, but not yet available to map in either IOM or OC. Organizations would like this available to track in RE/RENXT.

    1 vote
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  3. Add Salesforce Production to Salesforce Production option to Formula Setup

    Would like the ability to create a report in Salesforce Production and have omatic pull that report and make the updates noted in the formula in Salesforce production at a scheduled time. At this time, I can only schedule automatic updates from Salesforce Production to Salesforce Sandbox, which is useless when trying to keep the data clean in the live database

    2 votes
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    completed  ·  0 comments  ·  Salesforce  ·  Admin →
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  4. 1 vote
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    1 comment  ·  Admin →
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  5. POM/P2GL: Summarize Filtered Rows

    POM/P2GL can summarize transactions, creating a GL import file that contains 1 bank line and X revenue lines. This functionality is applied at the configuration level - and, therefore, impacts the entire file output.

    We don't currently have a way of identifying selected transactions (e.g. Adj/Rev) where we do not want these summary transactions to be applied.

    I'd like to see the ability to apply filters to the summary criteria to help drive when the summary should be applied.

    1 vote
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    0 comments  ·  Post to GL  ·  Admin →
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    Hi JP,


    Thank you for submitting the idea.  I wanted to make you aware that Post to GL currently supports this use case and summarization can be configured to summarize some transactions and not others.  The only requirement is having the information available in the source data to be able to configure the scenarios needed.


    I know I have seen clients have formulas configured with the following scenarios:

    1.  Summarize non-adjustments but not adjustment transactions

    2. Summarize debit transactions but not credit transactions

    3. Summarize specific account numbers but not other account numbers

    4. Summarize transactions for specific funds but not other funds


    There are definitely others that could be considered.

  6. Need Solicit Code End Date field added to BBCRM Fields in OIC/OC

    using Solicit codes to track opt-ins for email subscriptions. The field for Solicit Code End Date isn't available in the fields to map to in OIC.

    0 votes
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  7. pull pledge payments on pledges with multiple payments

    make payments the center of the decision of data to post instead of opportunities

    2 votes
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    1 comment  ·  Post to GL  ·  Admin →
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  8. add import ID routing

    need to be able to return fields in data differences,

    0 votes
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  9. Timestamp update after UTC Conversion

    Timestamp to appear with LO time after ignoring UTC conversion clean up.

    0 votes
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    completed  ·  1 comment  ·  Salesforce  ·  Admin →
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  10. Add a time zone selector like IOM.

    I'm having issues with the LO API sending donations in UTC time, which cannot be changed by the "ignore time zone" tool. Having the wrong dates makes reconciliation difficult and looking for donations with wrong dates and changing the manually is very time consuming.

    5 votes
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  11. Add optional questions to fundraisers formula type (classy defined and user defined) to OC

    IOM has Option Questions available to map, but they are missing from OC. Please add these to allow more formula usage.

    7 votes
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    completed  ·  1 comment  ·  Admin →
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  12. Automatically strip leading/trailing spaces from incoming values/source files

    Please bring back Omatic Cloud automatically stripping leading/trailing spaces from incoming values. The previous version of Omatic Cloud did this and the new version does NOT do this which means any data differences have to be accepted one by one. The only other alternative is adding a transformation to remove the spaces. However, it is not possible to specify leading/trailing spaces so this is problematic for many incoming names!

    3 votes
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    In today's release, we have added functionality to automatically remove leading and trailing spaces on ingestion. In addition, you will have an option during routing to count/ignore spaces in the destination as a data difference. Spaces will be indicated in the grids with a purple box surrounding the space. 


    Let us know what you think or if you have any questions after the release!


    Best,

    Kristen Gajdica

    Senior Product Manager

  13. Add Education>First Post-Secondary School>Major Field to Luminate Online API Call

    Education fields under First Post-Secondary School and Second Post-Secondary School sections in Luminate Online are not available to be mapped in our Luminate Online to Salesforce formula because the majority of the Education fields are not included in the Luminate Online API call. Because we have limited custom fields to use in Luminate, we are using the Major field for our Undergraduate Major tracking. This is crucial to our reporting inside Salesforce and it is a huge limitation that we cannot map the Major field via Omatic Cloud.

    3 votes
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    1 comment  ·  Admin →
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    We have updated the Luminate Online constituent source endpoint to now include each of the first and second post secondary education fields.  These fields are now available for mapping in your Omatic Cloud formulas.

  14. Select mapped fields in transformations

    It would be of incredible added value if it were possible to select a mapped field in the data transformation option, which would give incredible flexibility to the process of mapping and transforming data between information systems.

    example>

    If the field Appeal = "A" then take the value of the field "Date", if the field Appeal <> "A" then the field = BLANK.

    5 votes
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    With the recently released updates to Transformations, you can accomplish this use case by stacking different types of transformations together.

    For example, to populate Gift Type only if the incoming Gift Amount is not blank you would:

    • Map Appeal
    • Add a "Concatenation" transformation to add Date
    • Add a "Replace" transformation to transform "If does not contain A" to "Blank"
    • Add a remove custom text for "A"


    This will ensure that the Date field coming in is only populated if the Gift Appeal is A.


    Depending on your incoming data, there are many variations and approaches you could take to setting up this transformation logic. We will continue to look into adding new Transformation Types in the future to improve efficiency and capabilities.

    You can find more information about transformations here: http://omatic-cloud.helpdocsonline.com/transformations

  15. Ability to filter Salesforce Donations for Posting based on a Salesforce Report (Query)

    Currently, the only filters available for gathering Salesforce donation transactions for P2GL posting include Stage, Campaign, and first-class Date fields on the Opportunity object. Very often, clients have data in other objects in Salesforce that drive the post process. (Payment object and custom object data elements are often needed for filtering.)

    Ideally it would be nice to be able to export transactions based on a Salesforce report (query). This would only work if there were less than 2000 records due to the limit that Salesforce imposes, but clients could control the records appearing in the report themselves by posting more…

    7 votes
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    completed  ·  1 comment  ·  Post to GL  ·  Admin →
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  16. Add Translations for RENXT Gift Types

    Translations for all Gift Types in RENXT would be nice. For example, in the front end the type is "Gift-in-Kind", but the API is expecting "Giftinkind"

    1 vote
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  17. Ability to pick a date format for the concatenated date

    This is in relation to batch number naming. When we had this feature in V1 it was great for a variety of reasons and it helped when we had to process backlogged donations using run once. Now I'm having to do tons of workarounds.

    1 vote
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  18. Activity History UI Suggestions

    With the new 'activity history' feature, it would be extremely useful to be able to export the activity history to a file (.csv ideally). This would be especially nice because it would give users a way to 'backup' older activity history before it becomes unretrievable per the 60 day limitation. Lastly, it would also be awesome to see a specific column in activity history for the 'Formula Name', which would grant the added bonus ability to sort on it and mean that users won't have to try to find the formula name from within the text in the description column.…

    3 votes
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    completed  ·  1 comment  ·  Admin →
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  19. Include other name fields besides FN, LN in matching to Salesforce

    I'm trying to show an example of data differences with name fields, specifically Middle name and "Nickname" (custom text field on contact record).
    Two things I'm noticing:

    Neither Middle name, nor "Nickname" shows up as a data difference even though there are different names on that record in SF. In the review screen, if I add the middle name and nickname fields to the Summary window in Salesforce, nothing shows in the SF record box.

    When I go to my matching, I can't add additional fields to Name criteria. I also can't include these fields on Name & Address criteria.

    2 votes
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    completed  ·  1 comment  ·  Salesforce  ·  Admin →
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  20. Make BBCRM Data Forms Available with SFTP Connector

    Currently the SFTP connector only allows for 1 constituent import option. While this option does have a variety of fields, there a few non-constituent based imports we would like to use the SFTP connector for.

    The regular flat file option allows for connecting to any single data form in BBCRM. This is a helpful tool for infrequent imports. However, being able to use this same logic while having the convivence of the SFTP scheduled auto imports would save us a lot of time and allow us to connect Omatic to many more 3rd parties that do not have dedicated connectors…

    3 votes
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    Hi Michael - We have updated our SFTP to BBCRM formula types to include a new one for you:  SFTP to BBCRM Data Form.  You should be able to then setup a SFTP folder location and have it go to a BBCRM Data Form.

    Let us know if you notice any problems by submitting a support ticket and we can review.

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