Omatic Cloud
387 results found
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tabs
More Tabs! I'm ok with having an "All Formulas" tab, however I like to have one tab per vendor, and I can't do that now.
2 votes -
Review menu scrollbar
On the review menu it is a mild inconvenience to have the scrollbar all the way at the bottom, would be awesome to have it available at the top or at any moment in the review screen to see the fields
2 votes -
View API Name in Object Picker
When selecting fields in the Object Picker, some of them have the same label but different API names. For example, we can have City (MailingCity) or City (City_Employer). It would be extremely helpful if we could hover over the field and see the actual API name to ensure we're mapping to the right field, rather than needing to do a lot of trial and error testing.
2 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.
2 votes -
Allowing the formula to auto match based on a spouse in a record.
Example: The file I'm importing the donor name is Laura Smith but in RE NXT we have a donor of Robert Smith with spouse of Laura Smith. When these come through Omatic Cloud they are 1:1 matches but we still have to look at every single one by opening the RE record to ensure the spouse is on there. Is there a way to make the formula automatically match it if the spouse matches and the address matches?
2 votes -
matching gift pledges
Omatic Cloud needs the ability to enter matching gift pledges and matching gift pledge payments. Currently the feature is only available with Importomatic and with database view sunsetting in the near feature we need to have more functionability.
2 votes -
LO Donation Form Filter Improvement
I'd like a better filter for donation forms. We have multiple donation forms in LO (e.g. restricted, unrestricted, monthly first, etc) and I've had to create formulas that fit the needs of those forms and it's difficult to have to keep adding them every time there is a new form and to add them in the correct formula. It's time consuming and also we have a lot of missing donations when we forget to add a donation form and have to add them and rerun the formula after the fact again.
2 votes -
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.
2 votes -
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.
2 votes -
Delete from queue when Ready
I have a formula to look at Mailchimp activity and add a Mailchimp ID Alias in RE/NXT. In the Triage rules, if there's a 1:1 Match on only this alias it goes into the Ready bucket.
My current options for the Ready bucket are to hold for review or immediately send the alias into RE. Because it's already there, sending it again doesn't make sense. I'd much rather Delete anything that gets into that Ready bucket because the relevant data is already there. Am I missing something?
2 votes -
RENXT to HubSpot Export: HubSpot Additional Email Match
During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?
2 votes -
2 votes
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Excessive number of duplicates - when donors give twice within same flat file
If a donor donates twice within the same flat file, Omatic Cloud will generate duplicate records for that donor in Raiser's Edge (because it sends records all at once). In contrast, ImportOmatic sends records one at a time, so if a new donor gives twice, it will be matched the second time.
This is especially problematic for events, when a donor will both buy a registration ticket and make a donation within the same flat file. Multiply this by the majority of the attendees for the event and it results in an excessive number of duplicates. This is a big…
2 votes -
Enforce Default Data Differences Selection During Setup
It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.
2 votes -
When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)
2 votes -
Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record
Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record
As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.
In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.
Please make sure that this is…
2 votes -
Omatic Data Service
We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.
2 votes -
Set Start Datetime to the Datetime of Last Ingested Transaction
Can we add an option to set the start date and time for formulas to use the datetime of the last ingested transaction, rather than the last job's end datetime?
This is especially helpful for Continuous formulas where a new gift may be added or updated while the formula is running, and now falls outside the new start datetime.
2 votes -
Engaging Networks P2P Transaction Types
EN just released new P2P transaction types - when will these be available in Omatic to import?
https://developer.engagingnetworks.net/site/peer-to-peer/#a_summary_of_the_new_transaction_types2 votes -
Formula Tabs Across Users
At the moment organising the formulas in tabs is a per user setting.
When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...
It would be great to be able to have the tabs shared across all users in the environment.
2 votes
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