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107 results found

  1. Discard/Ignore Records Below Certain Threshold

    It would be really nice if we could ignore records below a certain threshold in both the 1:1 and 1:N matching and in all instances. The current feature in 1:N seems like a great idea, but it doesn't work. It will only ignore records below a certain threshold if there are records that are higher than that. For example, my threshold is set to 72% on one of my formulas. It doesn't work on 1:1, only 1:N. And it only works on 1:N when there is an 87% match that pulls in at the exact same time. Otherwise, all of…

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    1 comment  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    We 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

  2. Side-to-side scrollbar floats or is more accessible on the review screen

    It would be great if the scrollbar didn't require scrolling all the way to the bottom of the page in order to move side-to-side to verify information in the table and instead could float at the bottom of the current frame of reference so it is more accessible/usable. Small papercut that would be nice for User Experience.

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    0 comments  ·  Admin →

  3. 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.

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    completed  ·  0 comments  ·  Admin →

  4. 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…

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    1 comment  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    We 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…

  5. 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.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Thanks Bill! We agree this would be a beneficial update and we plan to update the connector.

  6. Adding Revenue Solicitor as mappable field.

    Every donation form has a set of cross references, one data point is solicitor which is an internal CHLA Fundraiser (staff member) who is credited for the dollars raised, this info is invaluable for fundraising goals. It is not a custom field- all other labels are there except for this one.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    I wanted to let you know that the Solicitor name field is being added to the Revenue / Payment / Donation object in the BBCRM Constituent Revenue endpoint. The field for Solicitor ID already existed, mainly for lookup, so now a solicitor name can be defined or mapped. This should be in the application in April 2022.

  7. 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.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Suffix 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!

  8. Post to GL: Logic Actions/Drop Down Options

    It is possible to put the logic actions/drop-down options in alphabetical order?

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    0 comments  ·  Post to GL  ·  Admin →
    completed  ·  Emily Dalton responded
    You can now see that these have been implemented when you log into a Post to GL Formula

  9. TeamRaiser Recurring Gifts

    In Luminate Online, you have the option to allow sustainer gifts on TeamRaiser pages. The TeamRaiser formula (Luminate TeamRaiser Donations to BBCRM Constituent Revenue) cannot currently segment sustaining gift commitments for processing into CRM. Therefore, translations need to be made in order to apply recurring gift commitments only and NOT donations when fulfilling such business need. This becomes confusing because users must navigate through several gifts in queue, many of which are not sustainers. This idea is to build a formula type or functionality to accommodate the same functionality as the Luminate Sustainers to BBCRM Constituent/Revenue formula, but for TeamRaisers.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    We recently added a new formula type for Luminate Online TeamRaiser Sustainer gifts!

  10. 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.

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    completed  ·  2 comments  ·  Post to GL  ·  Admin →

  11. 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.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Hi 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.

  12. 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.

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    completed  ·  1 comment  ·  Admin →

  13. Ability to Auto-pick on First/Last Name OR Organization Name

    Currently with Mailchimp and RENXT integration formulas, auto-pick only allows to either match on first name/last name or organization, not both at the same time. It would be more helpful to be able to pick all first name, last name, and org name instead of having to pick one, and have the other go into 1:1 bucket instead of Ready.

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    completed  ·  0 comments  ·  Admin →

  14. 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.

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    completed  ·  0 comments  ·  Admin →

  15. 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.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Unfortunately 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!

  16. 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!!

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    We 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.

  17. Add filter to a formula

    Is there a way to add some sort of filter into the formula to exclude re receipted gifts so that they aren't pulled back into the formula due to the gift being modified?

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Resolved by changing the date to pull gift data to use 'created date' vs 'modified date'

  18. Option to add contact information to the source system on line-by-line basis

    Currently there is no option to edit billing information and often, donors make typo mistakes. It would be nice to have an option to manually pick and-choose when to send billing information to our source system, CRM, on a line-by-line basis. This would be a time-saving enhancement.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Good news! This request has been addressed on the upgraded Omatic Cloud platform: https://omatic-cloud.helpdocsonline.com/buckets$inline-editing We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade

  19. Emma Response API - Mailing ID

    I have discussed this with your team, but wanted to put an Idea post out there. Currently, Emma's Response API only includes the Mailing ID for the 'Delivered' type. We have a request out to Emma to include this on the other Response Types. However, I was wondering if it was possible to snag the Mailing ID from the API call itself as a work around. Since the calls are structured as: "/#accountid/response/#mailingid/[type], would it be possible to save the mailing_id used in the call and use that to surface the ID in the Emma Connector as a…

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    completed  ·  0 comments  ·  Admin →

  20. Lock formulas from edits

    We would like a way to "lock down" formulas from accidental edits perhaps via permissions.

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    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Good news! This request has been addressed on the upgraded Omatic Cloud platform: https://omatic-cloud.helpdocsonline.com/users-and-user-permissions-in-omatic-cloud We are planning to upgrade users to the new platform starting in Q1. Our goal is to ensure a seamless transition for you. You can find more information about all of the new capabilities and FAQs on our resource page: https://help.omaticsoftware.com/omatic-cloud-upgrade
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