Omatic Cloud
383 results found
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Add unmapped fields to grid options
We would like to show an ID field in the grid options that isn't in both systems.
1 vote -
P2GL Activity History
It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.
1 vote -
Error Message When OC Mapping Not Saved
It would be great if there was a pop-up error when the mappings are not saved successfully. Right now you can select "Save and Next" and it looks like nothing happens. It does give you a "Saved Successful" message if the mapping saves, but it isn't obvious to a new user if something is causing an error. Specifics on what is causing the error would be helpful too, so you can eliminate the need to click through each section to find the field causing the issue.
1 vote -
RENXT Tags
We would like to be able to use RENXT Tags for mapping to HubSpot. This field is currently available in NXT but not available in RENXT List to HubSpot formulas.
1 vote -
Ability to Write Back Transaction ID when Sending Offline Donations for Luminate and Classy
I would like the ability to send back a transaction ID to an offline gift from either RENXT or SF to (LO or Classy).
Idea:
1. Allow for Filtering of Only Offline Donations from both Luminate and Classy Systems. This will allow us the ability to have formulas dedicated to updating offline donations back in SF. This would not work for RENXT since updating is not available.1 vote -
Add NIN to Omatic cloud
For importing Standing Order payments from the bank the only way we can link to Constituents is by a unique ref. We currently store this in the NIN field. Could we get this field added to the omatic cloud when it is added to the SKY API (raised with Blackbaud as well). Thanks
1 vote -
Ability to Manually Pause Formulas when "Failed to connect to Data Sources"
It would be helpful to move a formula that is in an error status to pause status without having to resolve the data sources. The formula could possibly have data in the buckets and the goal would be to prevent that data from being reprocessed or sent to the destination.
1 vote -
RENXT <> HubSpot list mapping
We would love to have year to date giving included in the RENXT <> HubSpot list mapping. I see greatest gift, gift gift and latest gift, but having YTD giving would be super helpful for donors who give multiple times a year.
1 vote -
Inactive Existing Emails
We need to be able to mark over 800 EXISTING emails inactive in the RE database. These are emails that bounced back as invalid from an email blast we sent out. It will take too long to manually mark these in each person's record. This would be very beneficial if we were able to do this through Omatic.
1 vote -
Need Calculate Transformation in Concatenate
We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.
1 vote -
Calculate ignore text or have transformations within calculation - specifically remove text (ex. $)
Transformations within calculation - specifically remove text (ex. $)
or have the calculation ignore text such as "$" and only respect/ingest numbers since it cannot calculate at all if there are any non-numeric characters1 vote -
Enforce the Organization Relationship Address to default on the Constituent Address Field for Businesses
I had an issue recently in Omatic Cloud where I could not add business address information to the organizational relationship record so that it defaults as a business address option on the constituent address. Instead I needed to include both the the organizational relationship to show the Company Name and Position (without an associated address, this was a blank/empty field), as well as, adding a second constituent address separately and labeling it as business address. I now have to manually go into Raisers Edge and copy each constituent business address and paste to each of the businesses on the relationship…
1 vote -
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 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 -
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 -
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 -
BBIP Connector
Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
A formula could do this.1 vote -
Formula Exceptions Automate Reprocessing/Retrying
Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)
1 vote
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