Omatic Cloud
105 results found
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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. -
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 votesHi 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? -
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 votesThis is available under the section called "Other Name Formats". Blackbaud rebranded Additional Add/Sals to be called "Name Formats" in RENXT. -
Ability to map to an Emma group
The current behavior for mapping an inbound constituent to a group in Emma creates one row per Emma group on the mapping page and you set a defined value of TRUE for the group you want to map to. This is problematic when you have a large number of groups (thousands) as the page becomes very long. A better solution would be to have a row in the mapping table for GROUP with the ability to either define a group name or map to an incoming CRM field. The latter would also enable you to reduce the number of CRM…
0 votesWe implemented this idea as of this week. When mapping fields"," you will now see three new sections: Contact / Preferences: we have isolated the current method of mapping (by individual groups and subscriptions)"," so that users can continue to map fields the same way they have. This is ideal for small numbers of groups and subscriptions. Contact / Add Group: this new section allows users to map groups in a more generic manner. For example"," you could have an attribute category of Emma Groups and a value of November Group. When mapping to this field in your Omatic Cloud formula"," you will want to map the Group to the attribute value for that category. The Status field indicates whether the individual will be added to the group (value of YES) or removed from the group (value of NO). Contact / Add Subscription: works in a similar manner to the… -
Add Fields to TeamRaiser donations Formula
Please add the fields below. They are currently in the other TeamRaiser formulas, but these will not work for TeamRaiser donations:
a. Participant / Fund Designation
b. Participant / DIY Fund Designation0 votesIt appears those fields are custom your Luminate Online instance. We believe you should be able to get those TeamRaiser field options to show in whichever TeamRaiser formula you choose by adding those values to gifts since those field options are automatically pulled in when Omatic Cloud requests the data from Luminate Online. Hope this helps! -
Ability to send first/latest gift information out of RE NXT
We need the ability to export fund descriptions from our constituent's first and latest gift through the Omatic Cloud connector. Please let us know when this capability is added!
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Please add ability to export fundraiser information from RE NXT
We need to send the following fields out of RE NXT:
Fundraiser Name
Fundraiser Type
Fundraiser Date FromThanks!
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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. -
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?
0 votesResolved by changing the date to pull gift data to use 'created date' vs 'modified date' -
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.
0 votesGood 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 -
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. -
Additional Addressee/Salutation imports
It would be great if it were possible to import additional Addressee/Sals. I know this isn't currently possible from RE NXT, but hoping they can make it possible so you can too.
0 votesThis is currently available under the section called "Other Name Format". Blackbaud updated the verbiage for Additional Add/Sals in RENXT to be called "Name Formats". -
Lock formulas from edits
We would like a way to "lock down" formulas from accidental edits perhaps via permissions.
0 votesGood 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 -
Add another Relationship (RE NXT)
There are many times when we need to import more than one Relationship at a time. For example, we have flat files that contain both Spouse and Employer information that needs to be mapped separately. I was surprised when I went to map this in a formula and there was no Options dropdown next to Constituent / Relationship. (RE NXT)
0 votesGood news! This request has been addressed on the upgraded Omatic Cloud platform. 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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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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Opportunity Record Field in Salesforce NPSP
The Opportunity Record Type in Salesforce NPSP is akin to Gift Type is Raiser's Edge NXT.
Currently, the Salesforce the NPSP Opportunity Record Type field is only exposed in P2GL for use in formula logic and output via the Record Type ID. The Record Type ID provides a more cumbersome way of applying field logics. In addition, it requires a Salesforce user to have admin access to identify the Record Type ID for the respective Record Type labels.
It would be very useful to have the label exposed for the Opportunity Record Type, not just the field ID to facilitate…
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