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211 results found

  1. Ability to spot differences in email

    When I want to match a record from the document I've attached to Raiser's Edge by way of OMATIC, it would be great if there could be functionality that allows me to choose which email address I want to be on RE. For example, when I am matching Beth Paul (from my document) to Elizabeth Paul (how she's listed in RE), I am given the option to select whether I went to import the name "Beth" or stick with the name as listed on RE "Elizabeth". This is great. Would this be possible with email addresses? For example, on my…

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  2. E-Commerce Luminate Online Shipping Address Field Request

    I am requesting the addition of shipping address fields in the E-Commerce Luminate Online connector. I need a record of the shipping address on the E-Commerce gift in Raiser's Edge.

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  3. Add a Constituency to BBCRM Mapping Formulas

    I would like to suggest the ability to bring in constituencies for new records in our BBCRM constituent revenue type.

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  4. Map Custom ID Fields

    It would be ideal to be able to map a custom Salesforce field to the matching ID list for primary contact matching. We currently have fields we use as ID fields that aren't recognized by Omatic Cloud so we cannot match or dedupe incoming data based on these fields, making our importing a lot less effective.

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  5. RE NXT-Add or REMOVE Cons Codes and Solicit Codes

    We need the ability to remove constituent codes or solicit codes like we do in IOM. There is no option for that in OIC, and the removal character does not work.

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  6. Ability to reprocess one record of selected group of records in Exceptions

    We would love to see the ability to reprocess only single records or a selected group of records from exceptions. For instance, in our exceptions bucket, there is a mix of legitimate exceptions, and RE token expired exceptions. We'd love to just be able to reprocess the token expired ones and leave the legitimate exceptions in the bucket.

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  7. Classy Attendee Connector

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

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  8. Pull Luminate records based on timezone

    Worked with consultant and found records were being brought in via UTC time in Luminate. I would like to bring it in via Pacific Standard Time. Support Ticket 38530

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  9. VIP Processing for OC for RENXT

    We would love to see functionality similar to the VIP Processing in IOM in OC. For instance, if a constituent is in a specific RENXT List, automation does not apply and they fall into a bucket for review and have some sort of VIP identifier.

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  10. Formula tabs

    In trying to better manage my formulas (of which there are many and the number is growing), I've creates some general tabs (Automatically runs, Manually triggered, In development). I'd like to be able to easily identify any formulas that aren't on one of the custom tabs or (dream of dreams) to be able to see which tab a formula is on when working within the formula. That last dream of dreams will help me stop putting formulas on more than one tab.

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  11. Support for refunds from Luminate to BBCRM

    Omatic Support confirmed that refunds are not supported in any way currently (including flat files) by Omatic Cloud for Luminate to BBCRM. Since handling refunds and adjustments is such a standard revenue workflow, having support added for it would be most helpful.

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  12. Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion.

    Hi Omatic Team, Formula type: TeamRaiser Registration and Donation to BBCRM Constituent/Revenue & Luminate TeamRaiser Donations to BBCRM Constituent Revenue
    Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion. Currently, we can exlucde "offline" gifts from coming over via our Revenue formula (type=Luminate DOnations to BBCRM Constituent/Revenue),
    but this behavior is not consistent with TeamRaiser revenue formulas. While we have safeguarded these from coming over to CRM, it would be more user-friendly to not see them in queue at all.

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  13. BBCRM > LO Formulas - Would like additional fields such as address data to be returned for matching.

    Currently in BBCRM >LO Formulas when matching records,the address info does not appear in the grids so we can't use that to decipher what the correct matched record is without going into each potential match which is very time consuming. Mailing address would be helpful for the following reasons: 1) LO and CRM may have different emails for a same person (with same address). 2) LO may have duplicated records for a same person but the system can't tell they are duplicates. E.g. - Incoming CRM record (same name) mailing address match one LO record and email address match another…

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  14. Option to Delete Page within the Ready bucket

    We have a need for the option to Delete Page within the Ready bucket. Currently, the only option is to delete by row or delete all. This takes a lot of time when we have 600-900 records to delete.

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  15. Add "Send to Needs Attention" button in Ready Bucket

    Similar to adding an Override button to the Ready bucket, similarly it would be nice to have a "send to 1:1" button when filtering through those matches in the Ready bucket.

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  16. Update fields with blank values

    We would like to have the functionality for Omatic Cloud to update fields with Blank values in from Luminate --> Salesforce and vice versa from Salesforce --> Luminate. Blank values have meaning in both of our databases so this functionality would be extremely useful.

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  17. Ability to modify new or existing records

    Ability to choose if I want to make modifications to an existing records while making different modifications to new records all through one formula that are sent to ready. Example: having new records mark new email as primary while existing records do not mark as primary or overwrite.

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  18. LO e-commerce formula type

    I would like to build an e-commerce formula in Omatic cloud and split gifts by item

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  19. Do not match to inactive records

    When matching incoming records through Omatic Cloud to RE, the system should not match to inactive RE records. Or at least add the option not to match to these record types.

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  20. Additional highlighting in the queue grids

    When viewing the queue grids, we would like to have the changed values highlighted across the queue grids. Currently, only the first two columns are highlighted, Luminate and BBCRM.

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