Omatic Cloud
439 results found
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Add multiple fundraisers to an action using Database Assistant
I am setting up some database assistant formulas for stewardship actions. Whenever the President of the organization is assigned to an action, we would like her assistant to also be assigned so that she can help keep the President on track
Note that this is specifically for a database assistant formula, but I believe it might apply to other situations as well.
1 vote -
GiveCampus Connector: Add access to Gift Office module data fields
Provide access to the data fields in the GiveCampus Gift Officer module.
1 vote -
The ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the f
In all integrations, we need the ability to treat an address as a full block of fields, not separate fields. This means that if the address changes, make sure that the full address is the same on both systems. This goes back to making sure that if Address A has 2 Lines and the New Address B only has 1 Line, the New Address B in all systems has 1 line. So changing the system to allow blanking lines without using a workaround.
1 vote -
Put all status indicators in one place
It would be helpful to have the status of Data Queues also show any exceptions. Having to look at both the "Data/Queue" page AND the Integration/Formula page to check for success/failure seems to be odd.
1 vote -
Option to exclude blanks as a data difference for matching
It would be helpful to be able to specify for matching fields if a blank value is a data difference or is not a data difference (like the Capitalization counts as a data difference, but maybe to be able to specify it for the specific field, not for all the fields).
This would allow me to be able to expand the results of my records that go to the Ready bucket because currently I have to match on First Middle and Last Names (so that we don't overwrite someone's full middle name to a middle initial which is common especially…
1 vote -
Add Fundraiser Event & Fundraiser Data to the Fundraise Up Connector
Could you add support for Fundraise Up Fundraiser records, including a fundraiser creation event trigger and fundraiser fields: ID, Name, Creation Date, End Date, Share URL, Goal Amount, Campaign Name, and Designation.
Currently, we manually create and maintain these fundraiser relationships in Raiser's Edge after they're created. If Omatic could automatically bring these records into Raiser's Edge, it would eliminate a manual process and help keep fundraiser information synchronized.
From what I've seen, fundraiser data appears to be available through the Fundraise Up APIs, but we're happy to reach out to Fundraise Up if any additional API access or configuration…
1 vote -
Opportunity
Make the Opportunity "System record ID" field (“opportunity_id” per the API) available in the "Add/remove fields" modal tree. It is really hard to believe that Omatic Cloud is not letting me precisely specify the exact Opportunity that I want to update via Omatic Cloud.
1 vote -
Integrate Omatic Cloud with Automated Campaigns or Flows from Constant Contact
Omatic does a great job at integrating with regular Campaigns in Constant Contact, but does not integrate at all with Automated Campaigns or Flows. These are also counted as campaigns in Constant Contact and we would love to be able to transfer the email appeal information back to Altru. This will help with our teams knowing if a constituent received or opened an email relating to their membership renewal.
1 vote -
Allow 0 or blank to empty out a number custom field in RE NXT
This is a combination of a limitation in the RE NXT Sky API and Omatic Cloud. Sky API doesn't accept 0 as an incoming value for number attributes/custom fields, even though the front end does. Omatic Cloud doesn't currently send over a blank value. Please consider a blank option if the 0 will not be allowed. We have Custom Fields for consecutive years giving to pull on lists and reports, and need to reset to zero or blank out if someone misses a year.
1 vote -
Allow 0 or blank to empty out a number custom field in RE NXT
This is a combination of a limitation in the RE NXT Sky API and Omatic Cloud. Sky API doesn't accept 0 as an incoming value for number attributes/custom fields, even though the front end does. Omatic Cloud doesn't currently send over a blank value. Please consider a blank option if the 0 will not be allowed. We have Custom Fields for consecutive years giving to pull on lists and reports, and need to reset to zero or blank out if someone misses a year.
1 vote -
Expand File Size to Import
Currently the max file size to upload is only 15MB. This is far too low for the robust work our nonprofit does. In Import Omatic in database view, there is no limit to file size, which is a huge change in our work.
1 vote -
Expand File Size to Import
Currently the max file size to upload is only 15MB. This is far too low for the robust work our nonprofit does. In Import Omatic in database view, there is no limit to file size, which is a huge change in our work.
1 vote -
Create a search feature or alphabetize option for the Data Queue pages
I've been using Omatic Cloud for a while now and have created quite a few formulas. As such, it's getting onerous to scroll through them all to find the one I'm looking for. A search option would be very helpful. Short of that, having the ability to alphabetize the formulas would be beneficial.
1 vote -
Show record name in addition to ID
Currently, when reviewing matched records, you can only see the matched ID - if you want more information, you need to click the tiny arrow in the corner to open the NXT record. It would be more helpful if this (1) displayed the constituent name in addition to the IDs and (2) the entire ID was a hyperlink, not just the tiny arrow.
1 vote -
Enagaging Networks Combine Tribute Data into Transactions Endpoint.
Currently to pull tribute data associated with a transaction anothe formula type is used and this tribute endpoint is missing key transaction details as well. Receipt ID and Credit Card Type
1 vote -
Enhancement Request - Non Primary Email
Currently, Omatic only matches Raiser Edge primary emails. Our Raiser Edge constituents generally have several emails on file. We would like for Omatic to scan for different email types other than primary email. With the current settings, we have thousands of records stuck in the 'needs attention' bucket simply because the email is not the primary email on file.
1 vote -
Enhancement Request - Non Primary Email
Currently, Omatic only matches Raiser Edge primary emails. Our Raiser Edge constituents generally have several emails on file. We would like for Omatic to scan for different email types other than primary email. With the current settings, we have thousands of records stuck in the 'needs attention' bucket simply because the email is not the primary email on file.
1 vote -
Add "Campaign" field to EveryAction Contributions end point
There is a field (non-custom) that is visible on EveryAction Contributions called "Campaign". It does not look like Omatic has access to this field, but it's important for determining funds and campaigns in RENXT.
1 vote -
Concatenation text limit
When building a concatenation to go into the Notes field of an Action - adding a text part is limited to 50 characters. I think this could be larger - say 100 characters would more useful
1 vote -
Import a formula from JSON (P2GL)
P2GL can export a formula as JSON, but it can’t import one. Without import, there’s no way to restore a backup, copy a formula between clients or environments, or apply a prepared set of changes. Every change has to be entered by hand in the UI.
Request: allow importing a formula from a JSON file, ideally as a new copy so the original is never overwritten.
1 vote
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