Omatic Cloud
10 results found
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Ability to review all data being imported
Any field that might be touched through the Omatic import should be displayed on one screen to be approved by the importer. The current data difference grid only shows a couple fields. We should have the ability to see the two side by side (current BBCRM data & new Form Data) and decide which to keep untouched, and which to update with new data, and also have the ability to make edits to the new data before import.
3 votes -
Add reason code to BBCRM Constituent Email
BBCRM Constituent Email Address section has an option to set the "Do Not Email" flag. However, our Bio records team would like us to include a reason code inorder to identify who (in this case from where) set the flag.
Would it possible to add reason code as an option?
We are currently integrating with Emma.
3 votes -
Allow for email campaigns to be excluded from data push to database of record
Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.
3 votes -
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 -
Option to add mapped data only if records are new
We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.
For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.
So it would be nice to have a blanket "Always add address for new records"
1 vote -
Update Matching with Encompass Connector
When going from BBCRM to Encompass Matching only allows for custom options and pre-populates with ALL currently mapped fields.
While this is trying to be helpful, if there are 30 mapped fields it will default to matching all 30. At that point it would be more helpful to not pre-configure matching and let the user configure the matching.
1 vote -
Add connector for AlumnIQ
Would like a connector for AlumIQ for BBCRM OC
https://www.alumniq.com/1 vote -
Pull All Records Through BBCRM Query
Ability for all records to be pulled through BBCRM
0 votes -
The ability to add/edit constituency is not available in OIC/OC for BBCRM
Ability to add/edit constituency records for BBCRM Constituent Revenue
So that I can properly tag our constituents in BBCRM0 votes -
Ability to add financial account info to recurring gifts (BBCRM)
We currently do not have the ability to add financial information for recurring gifts. We have a file with a mixture of Credit Card and EFT recurring gifts and we are unable to populate EFT information in the recurring gift. We would also like the ability to add new financial relationships if they don't exist on the record also
0 votes
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