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26 results found

  1. add import ID routing

    need to be able to return fields in data differences,

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  2. Create new data selection

    to be able to choose which date to use for filtering

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  3. 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)

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    completed  ·  Emily Dalton responded

    Good 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

  4. 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.

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    completed  ·  Emily Dalton responded
    This 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".
  5. 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 From

    Thanks!

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  6. 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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