Omatic Cloud
107 results found
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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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Timestamp update after UTC Conversion
Timestamp to appear with LO time after ignoring UTC conversion clean up.
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Create new data selection
to be able to choose which date to use for filtering
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add import ID routing
need to be able to return fields in data differences,
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Need Solicit Code End Date field added to BBCRM Fields in OIC/OC
using Solicit codes to track opt-ins for email subscriptions. The field for Solicit Code End Date isn't available in the fields to map to in OIC.
0 votesThis field is available when the BBCRM Constituent Revenue is the destination endpoint for BBCRM integrations.
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Floating Column Headers in Buckets
When scrolling down a bucket, the headers do not follow and it's difficult to remember which field is associated with which header.
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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.
1 voteWe isolated and resolved the issue. The review screen table header and bottom scroll bar are now remain visible while scrolling through records. Thank you!
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