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392 results found

  1. HubSpot Email Information Subscription Dates

    It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions

    8 votes
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    planned  ·  1 comment  ·  Admin →
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  2. Ability to replace values (including null) with blank values.

    The use case for this request is our need to translate a NULL address line in source to blank value in destination.

    8 votes
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    under review  ·  0 comments  ·  Admin →
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  3. Allow all custom questions in a single formula for Classy connector

    If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.

    8 votes
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    1 comment  ·  Admin →
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  4. Additional Scheduling Options

    Right now, we have 3 scheduling options generally (weekly, daily, continuous). A client has requested that we have additional scheduling options, example: twice daily, twice weekly, every two weeks.

    7 votes
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    5 comments  ·  Admin →
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  5. Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns

    When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.

    I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.

    7 votes
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  6. Add a filter option for Classy campaigns.

    Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
    campaign name or internal campaign name containing "renew", which for us, would allow us to create a…

    7 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  7. Batch template for gift import in Omatic Cloud

    With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  8. Build a Connector for Social Tables

    Social Tables is a new application released in 2015 for Event Management with incredible functionality. It would be great to have an integration for it.

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile

    Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.

    7 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  10. List Management available

    Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?

    7 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  11. Participant guests in Classy

    Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.

    6 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Pull Tribute Data from the Encompass Transactions

    Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.

    6 votes
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  13. Another User Role for Running Formulas

    There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".

    It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.

    6 votes
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    under review  ·  0 comments  ·  Admin →
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  14. Option to get user input when incoming data doesn't match existing data for specified fields

    We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.

    For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.

    The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…

    6 votes
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    started  ·  1 comment  ·  Salesforce  ·  Admin →
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  15. Allow adjustment or pre-set of row and column sizing

    Currently row and column sizing adjusts to the data in each field. This makes working difficult when importing large amounts of text in notes or actions, when the rows expand to beyond the length of a screen. If we could force a set length, adjust how much text is visible, or even the equivalent of de-selecting 'text wrapping' it would make it much easier to view the data.
    This would also approve reviewing data in 1:1 matches and similar, which currently resizes the columns whenever one is cleared that had a slightly longer entry in a field. Trying to quickly…

    6 votes
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  16. 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.

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  17. Release Note Subscriptions

    Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).

    With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.

    6 votes
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    under review  ·  2 comments  ·  Admin →
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  18. Inactivate old formulas

    It would be helpful to be able to inactivate old Omatic Cloud formulas. I would hate to lose the work by just deleting it, but the list is becoming a lot of noise.

    6 votes
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  19. make classy url available in connector

    The url of the Classy Fundraiser's Page is not available as a field to map in the Classy Connector and would be most useful to be able to capture. We have suggested this to Classy as well.

    6 votes
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  20. Rearrange grid columns & save column order

    In the upgraded Omatic Cloud, it'd be nice to be able to rearrange grid columns, and as another user mentioned, have the custom column order persist when a user leaves the page:
    https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46297684-make-column-order-in-data-grids-sticky-per-user

    6 votes
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