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271 results found

  1. Make unmapped fields used in Record Match Search available in Summary Grid View

    address, email, and phone are all helpful in identifying matches, but unless the fields are mapped, we can't access them in Summary Grid View. Please also allow fields used in Record Match Search to be added to grid view for ease in identifying correct matches

    3 votes
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    started  ·  0 comments  ·  Admin →
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  2. Print out P2GL formulas

    Currently there is no ability to print out P2GL formula configuration or logic threads. Since formulas cannot currently be copied, they have to be replicated manually and the inability to print formula configuration tremendously hampers that effort. This is even true when working to apply logic from one client's formula to another -- since the logic thread cannot be printed, it's challenging to recreate from memory and/or to toggle back and forth between formulas/monitors, etc.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  3. Date Cleanup Format in mapping for Unix timestamps

    We have a handful of connectors, example Hubspot, that save dates in a Unix timestamp format. A cleanup for date fields that will automatically changes dates to this Unix timestamp format would be helpful when integrating with these connectors. This will reduce destination exceptions caused by date format issues.

    2 votes
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  4. P2GL Activity History

    It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  5. Additional Scheduling Options

    Right now, we have 3 scheduling options generally (weekly, daily, continuous). A client has requested that we have additional scheduling options, example: twice daily, twice weekly, every two weeks.

    2 votes
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    3 comments  ·  Admin →
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  6. Post to GL outputs for FE NXT

    The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.

    Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…

    2 votes
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    2 comments  ·  Post to GL  ·  Admin →
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  7. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  8. Make popular / favourited translations available with one click

    In Importomatic, to add Proper Casing takes one click. In Omatic Cloud it takes around 7. It would be useful if we could "favourite" certain translations, so that these are able to be applied with a single click.

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. 1: Many, Freeze Incoming Record

    If the potential matches in a 1:Many triage bucket record is greater than 5 and you scroll down to see if one of the lower potential matches might be it, the Incoming Record row disappears. It's like working in a spreadsheet where the top row isn't frozen to always display. Can we have something like Freeze Panes in the 1:Many triage buckets?

    2 votes
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  10. A better Mailchimp ID?

    In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…

    2 votes
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  11. Delete from queue when Ready

    I have a formula to look at Mailchimp activity and add a Mailchimp ID Alias in RE/NXT. In the Triage rules, if there's a 1:1 Match on only this alias it goes into the Ready bucket.

    My current options for the Ready bucket are to hold for review or immediately send the alias into RE. Because it's already there, sending it again doesn't make sense. I'd much rather Delete anything that gets into that Ready bucket because the relevant data is already there. Am I missing something?

    2 votes
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  12. RENXT to HubSpot Export: HubSpot Additional Email Match

    During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  13. Import from One system of Record into the Same System of Record

    We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"

    Reference case 00094322

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  14. Enhanced Mappable fields to Transformations

    This was a previous uservoice story but there are still gaps with usability with the if/then ability in transformations. Specifically with if/then/else, the cascading transformations are challenging to build out for most users outside of onboarding.

    The ability to include mapable fields directly to a transformation, outside of concatenated replace logic, would be very helpful and would allow for a more intuitive user experience. This is current functionality in P2GL and it would be helpful to have in Omatic Cloud as well.

    2 votes
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    2 comments  ·  Admin →
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  15. Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.

    In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.

    Please make sure that this is…

    2 votes
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  16. Update the Engaging Networks / Raiser's Edge connector to allow mapping to the Origin Source field in Engaging Networks

    There is a field in Engaging Networks called Origin Source which shows what caused someone to sign up to our mailing list. I would like to be able to bring this information from EN to RE, as well as push information from RE to EN if we are uploading new records).

    https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#get-origin-source

    2 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Sonia,


    Thanks for your suggestion here.  We are currently reviewing this idea.  From our research it appears as though the Origin Source may only come from the Bulk Export API (which is what Omatic uses to pull data from Engaging Networks) on the transaction that created the constituent in Engaging Networks.  I am trying to find more information about this.  As a result, I want to confirm how you intend to use this field so we can be sure we are considering your use case.  


    Can you share when you intend to use this origin source data?  Is this donation transactions or some other type of transaction that you are pulling from Engaging Networks that you hope to have this field available to use?  Anything else you can share about your intent and intended use would be helpful.


    Thanks again.


    Steve Brewer

  17. Reprocess without Re-matching

    Currently, when editing a formula you need to reprocess the data for the changes to take effect. What would be nice is there was an option to reprocess the data without needing to do the rematching.

    For example, I edited a transformation after pulling in 100k records. Specifically updated the comments which is Defined not matched. Another example would be updating a transformation on a field that is not being matched by or routed by.

    So essentially is an field is not being used to match or to route, then there is no reason to have to re-do the record…

    2 votes
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    under review  ·  1 comment  ·  Admin →
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  18. Add unmapped fields to grid options

    We would like to show an ID field in the grid options that isn't in both systems.

    1 vote
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    0 comments  ·  Blackbaud CRM  ·  Admin →
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  19. Add RE NXT tax declaration to list of available fields

    To use Omatic for gift imports in the UK we need to be able to add tax declaration information for the donor. These fields have been added to the Sky API now, so could they also be added for mapping in Omatic Cloud?

    1 vote
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  20. Error Message When OC Mapping Not Saved

    It would be great if there was a pop-up error when the mappings are not saved successfully. Right now you can select "Save and Next" and it looks like nothing happens. It does give you a "Saved Successful" message if the mapping saves, but it isn't obvious to a new user if something is causing an error. Specifics on what is causing the error would be helpful too, so you can eliminate the need to click through each section to find the field causing the issue.

    1 vote
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