Skip to content

Omatic Cloud

Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

How can we improve Omatic Cloud?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

82 results found

  1. secondary Addressees and Salutations

    As I am starting to work on the Cloud, it would be great to be able to additional addressees and salutations besides the Primary.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    This is available under the section called "Other Name Formats". Blackbaud rebranded Additional Add/Sals to be called "Name Formats" in RENXT.

  2. Option to include deceased records in the search for BBCRM

    Currently Omatic Cloud does not look for deceased records. It would be helpful to have an option to have a formula look for Deceased individuals. Right now they appear as "New", while we can override this and manually match, it would save us time/steps if the formula matched to deceased individuals as well.

    It may be nice to have a small flag or color change to signify that these records are deceased or inactive. It would potentially aid in finding duplicates in CRM or if needed adjust other business processes.

    The main thing we will be using this feature for…

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    completed  ·  Emily Dalton responded
    Hi Michael - I wanted to let you know that we have released this capability. When you go to your formulas, there are now Additional BBCRM Settings where you can choose to include inactive or deceased records in the search results. Please let us know if you have any questions. I do have a follow up question or two for you. Now that deceased or inactive records could appear in your search results, based on your decision in the formula configuration, when these records now appear as potential matches, are there any things that you would be looking for/want to see about these records in the search results (e.g. 1:1 bucket, 1:Many bucket)? If so, what would you like to see? What does this information tell you and why is it important to know?
1 2 3 5 Next →
  • Don't see your idea?

Omatic Cloud

Categories

Feedback and Knowledge Base

(thinking…)