Omatic Cloud
270 results found
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Email notification when formula completes or times-out
Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.
4 votes -
Ability to map Action Notepad Type
When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.
4 votes -
Add/Update Gift Data as part of PostOmatic Processing
We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.
There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."
While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?
4 votesThanks for the idea JPP. Can you be more specific about where you want the debit and credit used to be added back to the gift? There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files.
Here are a few more questions for consideration:
What is the goal of having this data in RE/how would that data be used?
Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?
What other scenarios might we need to account for if we added a write-back feature?
Thank you
Steve Brewer
Product Manager
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Request to add ability to use sub forms in VolunteerHub
Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.
4 votes -
Classy Transaction Filters
I would like to include the following filters in the Classy Transaction Endpoint:
- Company Gifts based on if Company is provided or Individual Gifts Based on if Company is not provided.
- Only Recurring Donations or Only Individual Gifts
- Status: Include Succesful or Pending(ACH)
- Date filters Refund Date, Date Modified, Date Added, or Payout Date.
4 votes -
Separate formula Type for HubSpot Email Subscriptions
Currently, the HubSpot formula "Contacts" handles all subscription information. Could this information to be handled separately in a stand alone formula since the "Contacts" formula handles all changes, not just email subscription changes.
The current process is noisy and creates a high volume of records that are unrelated to email subscription changes. This is also problematic for the HubSpot connector given API hits.
4 votesWe are planning to add this feature in Q4 2023!
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Add Classy payment type filter during import - paypal vs. stripe
The ability to import paypal gifts only and then stripe gifts only would significantly help during import and reconciliation
4 votes -
Add Ability to import Tributes to RENXT
We would like to import Tribute Data through OC, into RENXT.
4 votes -
SFTP for P2GL
Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.
4 votes -
Make lookup fields external ID friendly
Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.
4 votes -
Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing
Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.
We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.
The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.
The current behaviour appears to add a new constituent code to…
3 votes -
It would be an improvement if we could have Payout date as an option for mapping.
When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.
3 votes -
Update email address type when importing new email
When importing to existing constituent records and matching on email address, it would be great to be able to import non-matching email addresses to a new email type, such as Email 1, Email 2, etc.
3 votes -
Ability to review all data being imported
Any field that might be touched through the Omatic import should be displayed on one screen to be approved by the importer. The current data difference grid only shows a couple fields. We should have the ability to see the two side by side (current BBCRM data & new Form Data) and decide which to keep untouched, and which to update with new data, and also have the ability to make edits to the new data before import.
3 votes -
FindOmatic email search
We would like to use FindOmatic to search for records using email addresses.
3 votes -
Offering the ability to pull all list types from NXT, not just a Constituent list. (Gifts, Actions, Opportunities)
I need the ability to sync constituents between NXT and Luminate who have given to a particular Package. This is only searchable in NXT through a Gift List.
3 votes -
Allow for email campaigns to be excluded from data push to database of record
Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.
3 votes -
Allow multiple bank accounts to be selected for template
We have 120+ Affiliates/bank accounts. When we cut checks, we will do it for 25-50 different ones on 1 day. Being able to select multiple Affiliates/banks would save us so much time instead of entering 1 at a time and then getting a template to upload at our bank. 1 upload for 25+ affiliates would be great! (Upload our information and then the screen would have boxes to 'check mark' and empty boxes to fill in the check # range.
3 votesThank you Missy for the idea. This is definitely an interesting use case. I am assuming that the Bank is the same for all 25 affiliates, and the only difference is the account in FE. And you would expect 1 file to be generated that has checks for all of your affiliates that are uploaded to your bank via that 1 file. Can you confirm my understanding?
For the update I would think we would need to make available all of the settings for each account you choose from FE such as starting/ending check number, include voids, and any other settings that is required for the bank format.
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Provide the ability to overwrite an existing value with a null value in MailChimp
Currently, date fields with null values are not sent through the MC connector. I'm not sure if this also applies to other types of fields.
This means that if a date field is populated in MC, then updated to a null value in RE, the date will not be overwritten in MC with the new value.
Because we use these date fields (expiration date, date joined, etc) as segmentation criteria, this affects our marketing campaigns to targeted audiences and can cause significant problems.
3 votes -
Have an export profile in the LO Connector that allows for TeamRaiser registrations to be exported from RE to LO.
Omatic has gotten TeamRaiser donations to flow really well from Re to LO, but the missing piece is still the offline registrations that need to go from RE to LO. Currently we have to use Blackbaud's arcaic upload system and then still rely on RELO to pull them down into RE because the import for registrations either does not have the ability to recognize offline registrations or cannot recognize the time stamp the LO uses for offline uploads of registrations.
3 votes
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