Omatic Cloud
392 results found
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Add Prospect Status
From what I can tell Prospect Status is not a field we can currently load to.
3 votes -
Custom Routing - Activity History
Would be beneficial to see in the activity history when records are deleted/removed due to the custom routing settings. This way if we see x number of records ingested but only see x number in the buckets it can help us audit the numbers we are seeing. Right now records just 'disappear' depending on the settings.
3 votes -
ability to use logic to pick from multiple source fields
For instance: Let's say the destination field is Last Name.
I may have multiple relevant source fields that are relevant to this destination: Legal Last Name, Preferred Last Name, etc. I may wish to map Preferred Last Name when available, but when that field is blank, use Legal Last Name.
3 votes -
Export returned data in the queue
Making use of Omatic's great finding and filtering functions I attempted to export a queue and to my surprise, there was no "RE ID" in the export, after talking to lovely tech support agent, Amanda, she suggested I add this idea here.
Exporting the returned data, specifically the "matched" RE ID, given in the queue would allow me to quickly filter, cleanup and manipulate the .csv file in Excel. This would be tremendously useful for me, as I could notify the Team before the gifts are processed, not to mention the added benefit of making edits prior to sending to…
3 votes -
Add Classy Live Transaction Types
Classy Live has different transaction types available than Classy. Not having the Classy Live transaction types available is creating a lot of manual work on our end because we use these types in a transformation for the package code in Raiser's Edge.
3 votes -
Ability to copy detail rows
Need the ability to copy detail rows in as well as pre-processing rows. Very often, most configurations in multiple rows are the same, with the exception of only a few things (or sometimes just one thing) that needs to be changed. The ability to copy a detail row or a pre-processing row, and then change one or two configuration items, would save a great amount of time in configuring complex formulas.
3 votes -
option to not overwrite receipt type
we have to map to receipt type as this is a required field when creating constituent records. But this means the receipt type is constantly being overwritten, which we don't want. Can we have options, similar to what is available for email/phone number, where we can choose to not overwrite it if a match is found
3 votes -
other name format for tributes
when creating tributes we need an "Other Name Format" to add to the record. This is available for consittuents, but not for tribute records.
3 votes -
Add individual system Record ID as a match option when importing a Relationship
Expand the matching logic for Relationships to include the Constituent System record ID . The constituent system record ID is unique across RE and is assigned to a record once added in RE. This data point will allow the import for Relationship records to use an alias/alias type and constituent system record IDs to get an exact match and will prevent duplicate/reciprocal relationships to be added in RENXT. Currently ImportOmatc will match on an Alias ID and will not create additional relationships if it exists.
Currently in OmaticCloud, matching on alias id/type will result in unwanted/duplicate relationships added to RENXT.…
3 votes -
Add Multiple Notes to One Action
Need the ability to add multiple notes to one action. Existing IOM profiles have many notes per action sometimes, and the ability to replicate this in OC would be helpful.
3 votes -
Allow defined type property for the column
The table, when it doesn't explicitly know the data type of a column, defaults to sorting its values as strings. This causes numbers to sort incorrectly (e.g., '10' appears before '2'). For proper numerical or date sorting, the table requires either a defined
typeproperty for the column (e.g.,type: 'number') or a customsortfunction that understands how to compare the specific data type.3 votes -
Classy - Add new campaign type without previously selected campaigns disappearing
Currently when using the Classy Connector in O-Matic Cloud and building/updating a formula, you are unable to add a new "Campaign Type" when "Editing Classy Settings" in a profile without all of the previously selected campaigns disappearing. This forces the user to have to reselect all of the campaigns wanted in the profile. My organization 171 active campaigns. It would be great if users could select a new Campaign Type without all of their previous selections disappearing in the formula build.
3 votes -
Link Multiple External System Accounts to a Single Salesforce Account
If, over time, a donor makes gifts through Fundraise Up (FRU) using different email addresses (e.g., intially from an @aol.com account and later from an @gmail.com account), FRU will create a new record for the second gift. Because FRU isn’t a CRM, we can’t merge records. They will forever be separate with their own Fundraise Up ID (FRU ID).
When we sync records from FRU to Salesforce, we can match the new FRU account to the old account based on a name and address match. However, this is a manual process and forces us to decide which FRU ID to…
3 votes -
Luminate Online: Fee Cover Option data field availability
Luminate Online has started to offer the option for donors to cover the cost of fees when donating. They added a field in the database called "fee cover option" on the gift. We would like that field available in Omatic cloud so that we can bring that data into RE in the gift attributes so we can track the number of donors opting into this option along with the amount. Tracking this amount is necessary for our organization because:
1. Finance will need to easily determine the amount of funds that need to be designated as a donation for operational…3 votes -
MailChimp SMS into RENXT
Have MailChimp SMS data recorded in RENXT using the connector in the same way the Email data is.
3 votes -
The ability to exclude records before transformation
It would be great to be able to have a formula skip a record based on specific criteria before transformation and matching happens. For example, we have lists that contain thousands of people that get scored by a wealth screening service. We only want to import the records that have a score of 52 or higher. This is sort of like the custom routing rules that happen after all the records have been matched/transformed. But having this ability before processing skips having to deal with exceptions for records that ultimately won't go into the CRM and saving us time.
3 votes -
Add Org Relationships Second Time
When importing organizational relationships, the organization relationship may exist already with an end date. We would like to add an additional org relationship with a current start date. Currently, it is matching to the existing organizational relationship and erroring out because "start date cannot be before end date".
Therefore, we must manually add the relationship if the relationship already exists. Example, we want to upload a new employee to our database but they were a former employee 20 years ago and that org relationship is recorded as a former org relationship on their record to our university. Therefore, I cannot…
3 votes -
Export from RENXT to flat file
I would like to have an automated export in Omatic Cloud from RENXT to a flat file. This will help automate data to other systems in our organization.
3 votes -
Add Sent Email API for Engaging Networks
Engaging Networks offers a paid API service in addition to their Bulk API that is the only way to extract specific email send information, regardless of a user's interaction with that email. We need to be able to import email activity into Raiser's Edge, including what email a constituent was sent so we can report on appeal response, but can only do so with the Sent Email API.
3 votes -
Import File History with File Name
Similar to the classic Omatic, a history that shows import file location, name, import date, and number of imported records. In the Cloud version, it just shows number of records imported.
3 votes
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