Omatic Cloud
92 results found
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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 -
Ability to Add new from the Ready bucket
We would like the ability to Add new from the Ready bucket (currently, can only send the page or send all). There are times when there are records in the Ready bucket that look like a potential match in the destination but are not. The ability to Add new from the ready bucket would be helpful. Currently, the work around is to document which record needs investigation or delete that row from the ready bucket to manually add later.
1 voteThe ability to 'Add' a new record from the Ready bucket is available in Omatic Cloud!
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1 vote
This work as been completed and the ability to export the entire "bucket" is now available in production!
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Ability to Map to "Activist Code" in EveryAction Connector
The Activist Code is not available in the EveryAction connector right now, but we need it in order to create Constituent Codes in RENXT. Ideally this would sit in a Contact/Bio formula in the case that the Con Code is required to create new Constituents.
1 voteThis capability to pull Activist Codes from EveryAction is now available in the product.
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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 voteHi 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.
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Manually search for record to match to
I would like the ability to search RE NXT for a record when the right match isn't found - for example, someone uses a business name that doesn't exist in NXT, but I want to match to an existing record.
0 votes -
Copy and delete P2GL formulas (including POM formulas)
It would be incredibly helpful to be able to copy P2GL formulas. There are several use cases, but they generally boil down to the need to test or experiment with P2GL functionality while not upending configuration work that's already been built and may even be in production. Less important, but still useful, is the ability to delete P2GL formulas that failed or that are no longer active/useful/viable.
0 votes -
Ability to map attribute data only if no matching Altru attribute found
We would like the ability to map fields such as Attribute Date and Attribute Comment only if a new Attribute is being added to an Altru record via an OIC formula. As it stands now, we are leaving the Attribute Date and Comment fields unmapped so they won't be overwritten when the formula finds a matching Attribute based on Attribute Category.
Say we have an attribute with a Category of "E-News Email List," a Value of "Yes," and a Start Date of 1/1/2019, which signifies to us that this person subscribed on or about 1/1/2019. The subscriber's record changes somehow…
0 votesWe are planning to add the ability to ignore incoming attribute data if the incoming data matches to existing fields that you would designate. We are not at this time going to enable independent field decisions for value/comment/date. Would you be able to track this data in two different attributes, so you could designate the updates independently by attribute? -
Matching and Scoring Logic
When triaging records with 1:N (many) matches, it would be nice if there would be a way to implement different tools to facilitate auto matching... * use fields for matching that are NOT mapped -- match on a custom field in the destination system that is NOT even in the source system... * use fields for triage (scoring) that are NOT mapped for data synch... - might want to apply a score on an updated date field but this field is not mapped. * scoring rules - there are other salesforce deduping tools that provide the ability to assign points…
0 votesWe have released a new feature to Omatic Cloud called Advanced Matching Settings. By prioritizing the search scenarios, Advanced Matching Settings can help reduce the number of records that are returned when searching the destination system. This feature will:
-Save time when sorting and reviewing records during routing.
-Reduce the number of API calls to your endpoint.
-Exclude unlikely matches if better matches are found.
You can learn more about setting up these settings in our User Guide: https://omatic-cloud.helpdocsonline.com/matching$advanced-matching-settings
In addition, you can match to records based on fields even if they are not mapped (including defined fields), as long as they are available in the specific endpoint for matching. If there are specific fields you are looking for that aren't available, feel free to create a new idea for those fields. When reviewing the grids, the summary review fields enable you to select which additional fields you would like…
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Enable Display of Mailchimp Status in summary field
The "Status" field in Mailchimp (subscribed, unsubscribed, cleaned, etc.) appears to be an option to display in summary fields but when added to a summary field it doesn't display anything. If this item could be displayed in summary fields that would be helpful because then you could see at a glance which records can and cannot be updated in Mailchimp (since it won't let Omatic Cloud update Cleaned records or re-subscribe unsubscribed records).
0 votesOmatic Cloud has been updated and you should be able to see the "status" field from MailChimp now in the summary field. Thanks for letting us know! -
Add option to match inactive Altru records
Due to how our Altru database was populated from Raiser's Edge, we have a lot of Inactive constituent records. When someone signs up for a program or membership and they have an existing inactive record, we set it back to active, but sometimes our Omatic formulas run before we get to that step. Then the formula doesn't find a match when indeed one actually exists. Therefore, the option to set formulas to match on inactive Altru records would be a welcome addition.
0 votesThanks Bill! We agree this would be a beneficial update and we plan to update the connector. -
Post to GL: Logic Actions/Drop Down Options
It is possible to put the logic actions/drop-down options in alphabetical order?
0 votesYou can now see that these have been implemented when you log into a Post to GL Formula -
A way for data grids to display unmapped fields
We would like for the grids to display unmapped fields such as suffix1 and suffix2 in the BBCRM production cell on the grid. This will help with identifying the right record. Many times we have Jr. and Sr. living in the same household or using the same email address.
0 votesSuffix data is available for BBCRM: https://support.omaticsoftware.com/support/solutions/articles/28000025000-what-fields-are-available-to-display-as-summary-fields-in-1-1-and-1-many-grids- If you aren't seeing it for some reason, please let us know! -
Filter out profile picture when sending request to the server to avoid error message
When a constituent has a profile picture in their bio, we get an error - Error on DataFormSave 'Individual Edit' Maximum request length exceeded. Per Omatic, the picture is showing in the metadata causing request to be too large when sent back to server. This idea bank is to request a long term fix to filter out the profile picture when trying to send the "edit" request to the server.
0 votesHi Melisa and Michael, we have released the fix to remove the profile picture from the Constituent edit request before sending it. Existing pictures on your side will remain in place after the edit. You don't need to take any action. -
Option to Delete Page within the Ready bucket
We have a need for the option to Delete Page within the Ready bucket. Currently, the only option is to delete by row or delete all. This takes a lot of time when we have 600-900 records to delete.
0 votes -
Need ability to use multiple Concatenate Spacers when creating a field to upload to Mailchimp
I would like to be able to create a new field to upload into Mailchimp, combining different spacers, like have a space between 2 fields and then having a forward slash between another two set of fields within the same definition.
0 votes -
Defined Fields more dynamic
It would be neat if defined fields had the flexibility to include both a defined value, plus a concatenated value or the current date. For example, on import if possible we would define a "Source" field on imported donations with: "Online Gift Omatic Import dd/mm/yyyy" where the date is automatically today's date, and the text is input by us.
0 votesIn tomorrow's release"," we will be including a new update to the concatenation tool. You will now be able to concatenate a mapped value with a defined value or a current date. -
Add Admin to support tickets
Although I'm the Omatic Admin and I create the majority of any support tickets, there are others within my organization who use the product and have the ability to create tickets. Because they don't always think to CC me when they create a ticket, I'm hoping there's a way to set us up so that I'm always included on support tickets regardless of who is creating them.
0 votesUnfortunately we don't have a way to CC users on support tickets. But we do have the ability to give you access to see all of the support tickets created by other users at your organization. We have now set up your profile so that when you log into our Support portal, you will see all tickets. Hope this helps! -
import Education Relationship Attributes (RE NXT)
As I am starting to work on the Cloud, it would be great to be able to import Education Relationship Attributes. Thanks!!
0 votesWe have been working with Blackbaud, to encourage them to make Education Attributes available in the SKY API. Good news - that work is in progress! Once Blackbaud makes these fields available in the API, we will add the functionality to Omatic Cloud. -
Add ability to append custom text to incoming field
When creating a new formula, it is our practice to first build the formula connected to staging sites before pushing to a production environment. It is common for data in staging environments to be slightly altered. One example of this is that user email addresses are prepended with a short string of characters in-order to invalidate the email. This makes it impossible to match on email when using the omatic connector. I would like to request that the ability to append/prepend a small string to the value in the transformation section or perhaps in the concatenation section.
Example: The outside…
0 votesGood news! In tomorrow's release, we will be including a feature update that enables you to concatenate a mapped field with a defined value or a current date.
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