Omatic Cloud
347 results found
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Include/change the automation for spousal soft credits from the gifts field mapping to a relationship field mapping
In Omatic Cloud I came across the spouse soft credit under the gifts field mapping and believe this should be changed to the relaionship field mapping. When I add my new parents/grandparents, I would like to mark their spouses as automatically receiving soft credit prior to their first gift being received. That way when I add the gift in the Raisers Edge after my import has successfully been uploaded, I will not have to remember to manually add the sodt credit, it will automatically default to the spouse record.
1 vote -
Ability to import gift note
Currently I cannot import a flat file of gifts into an NXT/webview batch because I want to add a gift note.
1 vote -
Ability to increment numbers
Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)1 vote -
Attribute Comment Updating
When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.
1 vote -
tabs
More Tabs! I'm ok with having an "All Formulas" tab, however I like to have one tab per vendor, and I can't do that now.
1 vote -
Review menu scrollbar
On the review menu it is a mild inconvenience to have the scrollbar all the way at the bottom, would be awesome to have it available at the top or at any moment in the review screen to see the fields
1 vote -
Add Prospect Status
From what I can tell Prospect Status is not a field we can currently load to.
1 vote -
Autocorrect empty fields instead of needing "Is Not Blank" Replacement
It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.
1 vote -
Allow for the Import of Gift Aid Declarations in Omatic Cloud
Absolutely critical for clients in the UK doing any gift importing. This is a feature that is UK specific but needed to move IOM profiles to OC.
1 vote -
Allow mapping to gift subtype and gift code for pledges
Allow mapping to gift subtype and gift code for pledges. I currently get a message that this in unavailable for pledges.
1 vote -
Facebook Fundraiser ID Field Available for Omatic Cloud
It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.
https://kb.blackbaud.com/knowledgebase/articles/Article/199607
https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistrationThank you!
1 vote -
EveryAction Field - "Campaign Type"
It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.
1 vote -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
A better Mailchimp ID?
In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…
1 vote -
Download exceptions to a spreadsheet
We have duplication of error messages to single records and would like to download them to a spreadsheet so we can dedup and determine next steps with the records. Then we'd be able to delete everything from the OC exceptions bucket and know we're not skipping anything that truly needs attention.
1 vote -
Conditionally Ingore Records
I would like to pitch an idea to conditionally ignore entire records based on a specific field value or set of values. For example: - If a specific field is of type date and a specific date is found then that record would be ignored. - If the profile field "Marital Status" is equal to married than ignore - If the specific value matches the same field in the destination source, then ignore the record
1 vote -
Formula Triage Summary - Column Headers
It would be nice if there was a way to tell which of the "Add if not matched" and "Edit if Not Match" headers go to which section. I understand that by default they are meant to be in order but it still can be somewhat confusing on larger formulas. Not sure if color coordinating headers would be a simple solution, or maybe a tool tip containing the section name?
1 vote -
RE Wealth/Ratings added to RENXT List Formula Type
We would like to have Wealth/Rating fields available in the RENXT List formula type.
1 vote -
HubSpot additional Properties under Email Information Group
For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.
1 vote -
Adding HubSpot Alternate Email
It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.
1 vote
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