Omatic Cloud
103 results found
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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? -
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…
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$advanced-matching-settings
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Summary Fields grid update
Can a 'pop- up' message be generated when you press "delete" button in the actions tab of the data queue grid as sometimes, it can be pressed unintentionally and the pop up would help back out of those situations.
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Manually search for record to match to
I would like the ability to search RE NXT for a record when the right match isn't found - for example, someone uses a business name that doesn't exist in NXT, but I want to match to an existing record.
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Matching and Scoring Logic
When triaging records with 1:N (many) matches, it would be nice if there would be a way to implement different tools to facilitate auto matching... * use fields for matching that are NOT mapped -- match on a custom field in the destination system that is NOT even in the source system... * use fields for triage (scoring) that are NOT mapped for data synch... - might want to apply a score on an updated date field but this field is not mapped. * scoring rules - there are other salesforce deduping tools that provide the ability to assign points…
0 votesWe have released a new feature to Omatic Cloud called Advanced Matching Settings. By prioritizing the search scenarios, Advanced Matching Settings can help reduce the number of records that are returned when searching the destination system. This feature will:
-Save time when sorting and reviewing records during routing.
-Reduce the number of API calls to your endpoint.
-Exclude unlikely matches if better matches are found.
You can learn more about setting up these settings in our User Guide: https://omatic-cloud.helpdocsonline.com/matching$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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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. -
RE NXT Allow Dates for Assigned Appeals to be in the future
We have run into an issue with OC where the Blackbaud Sky API will not allow us to import Assigned Appeals with Dates in the future. According to the support ticket "Blackbaud does not allow an appeal to be added to a constituent record through the Sky API with a date later than 2 days from the date it is being run." Assigned Appeal lists are often generated weeks in advance, and they should be able to be added to a constituent record whenever.
0 votesHi!
We have have worked with Blackbaud to prioritize resolution of this issue. They have confirmed that it is resolved. You should now be able to import Assigned Appeal Dates in the future.
Best,
Kristen
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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.
0 votesI 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. -
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! -
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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Treat matches with inactive Altru records as data differences or exceptions
Currently when formulas apply matching criteria to find matching Altru records, inactive Altru records are ignored and if there are no other possible matches, the incoming record is considered a New record. This can cause duplicates to be added to Altru, especially if New records are routed to the Ready bucket. It would be better if formulas with Altru as the destination would classify matches on inactive records as either a data difference or an exception so they can be handled separately from true New records.
0 votesWe have added the ability to match to inactive records. There is a new checkbox you can select called "Include Inactive Records in Match Results". -
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.
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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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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. -
Formula type: Luminate TeamRaiser Registrations and Donations to BBCRM Constituent/Revenue
Currently, the Luminate TeamRaiser Registrations & Donations to BBCRM Constituent/Revenue formula type pulls in all records based on Date Modified in Luminate Online. Many times, other record updates (i.e. donations completely independent of TeamRaiser registration) are made to the record that should not indicate a 'new' registration. This idea is to improve this functionality to pull only from the date of registration and remain independent of record updates themselves, so as not to pull old records masked as new.
0 votesI wanted to follow-up that this work is in development and should be released in April 2022! We'll follow-up once the functionality is live. -
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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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.
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