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228 results found

  1. 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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  2. Settings to manage SF use of API calls...

    There may be situations (testing) or initial synching where records in a source system or in Salesforce itself may trigger lots of records to synch. when running continuously, this has the potential to consumer a LOT of API calls where no one would notice. maxing out API calls in SF may cause other business critical functions to fail. so is there a way to tell omatic cloud what the limit of API calls is or set some threshold for omatic cloud to keep track of and not exceed in a 24 hour period. suggest allowing a few settings: * threshold…

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    under review  ·  0 comments  ·  Admin →
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  3. Classy Attendee Connector

    I need a connector that pulls attendee data from Classy events.

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    under review  ·  0 comments  ·  Admin →
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  4. Ability to Auto-pick on First/Last Name OR Organization Name

    Currently with Mailchimp and RENXT integration formulas, auto-pick only allows to either match on first name/last name or organization, not both at the same time. It would be more helpful to be able to pick all first name, last name, and org name instead of having to pick one, and have the other go into 1:1 bucket instead of Ready.

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    under review  ·  0 comments  ·  Admin →
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  5. Add Delete button to "Multiple matches & data differences" queue

    Currently, there's only "Review" button. If the record comes several time, you have to go to each "Review" screen to delete the repeats. It really takes time if there are lots repeated & records.

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    under review  ·  0 comments  ·  Admin →
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  6. Enhanced override button functionality

    Whenever the override button is utilized to match to an existing CRM record, Omatic does not provide the opportunity to select data that may differ between the LO record and CRM record before confirming the match (as is the case when utilizing "match" button). Is this something that can be addressed in the future?

    Currently, source data overrides destination data when you using the match override; which trigger the need to update records manually outside of the Omatic Cloud so being able to see the data differences for match overrides to pick whether to keep destination data or use source…

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    under review  ·  0 comments  ·  Admin →
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  7. Add option for formulas to consider null vs non-null a match

    Currently if a mapped field is configured to be checked for data differences and that field is NULL in either the source or destination record but not the other, the field is flagged as a data difference. In some formulas it would be nice to be able to choose whether to consider NULL vs NOT NULL as a match for each field instead of always defaulting it to a data difference. This is especially relevant when matching on Altru Alt Lookup IDs since those will often be NULL in Altru until they are first populated by an OIC formula.

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    planned  ·  Emily Dalton responded
    Thanks for bringing this to our attention! We've got this on the slate to be researched, along with other ways we can improve the handling of common/consistent Data Differences.

  8. 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 BBCRM

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    started  ·  0 comments  ·  Blackbaud CRM  ·  Admin →
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