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369 results found

  1. Ability to increment numbers

    Ability in transformation to increment numbers. Use case: Automatic batch number IDs, etc.
    and/or add ability to current calculate (we have a calculate transformation to add/subtract set numbers. We can't increment using it, though.)

    1 vote
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  2. Attribute Comment Updating

    When Importing Attribute if match on Category and Description is found, it would be very helpful to be able to keep existing comment and add to it. example we store education attribute sport with years of participation in the comments so if category=sport and description=basketball and comment is 25,24 I would want to add 26 to comment, to read 26,25,24. Perhaps concatenate existing value & add 26 with comma separator.

    1 vote
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  3. Autocorrect empty fields instead of needing "Is Not Blank" Replacement

    It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.

    1 vote
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  4. Facebook Fundraiser ID Field Available for Omatic Cloud

    It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.

    https://kb.blackbaud.com/knowledgebase/articles/Article/199607
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
    https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistration

    Thank you!

    1 vote
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  5. EveryAction Field - "Campaign Type"

    It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.

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  6. Tom

    Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
    There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
    A formula could do this.

    1 vote
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  7. Formula Exceptions Automate Reprocessing/Retrying

    Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)

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  8. Allow Custom Routing-Omit to compare Source Fields to Destination Fields.

    Use Case: RE-Nxt to Salesforce (for Email)

    We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.

    Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…

    1 vote
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  9. email notification

    Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.

    1 vote
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  10. test connection

    Particularly while I am setting up or testing a new connection I find myself going in to edit the formula often. Each time I go in I have to wait for the connection to be tested. I think it would save a good bit of time if the connection testing was separated out so that you could make changes a little at a time. If you have just setup a connection and its tested, that's not likely to change within the first day of being setup.

    1 vote
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  11. Add Suffix as a field for matching.

    We bring in many alumni or students who have parents who match on first, last, address, etc. and we would like to use Suffix as a matching or autopick field.

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  12. US phone number - catch incomplete phone numbers

    Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers

    US Phone Number Normalization
    Goal: normalize to digits, then detect “short” values and exclude them.

    Steps on the phone field

    Telephone format (or use Replace to strip punctuation)
    Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
    Fixed Length Formatting
    Fixed Length: 10
    Append Value: choose a unique character,…

    1 vote
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  13. include option to match on nickname in match criteria

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  14. Add new GoFundMe Pro Channel to connector

    GoFundMe Pro has added a new Channel feature for the Peer 2 Peer campaigns. We'd like this added to the GFMP connector for importing transactions.

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  15. Allow In-Line Edit in Formula Exceptions

    It would be helpful to have the ability to fix matching formula exceptions using inline edits. Specifically with email connectors, this is would be useful to correct invalid email addresses.

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  16. Add "Single" as option for Schedule Frequency for Pledges

    It looks like Blackbaud has added "Single" as an additional option in their SKY API for schedule frequency in the Gift API call. The full list of options for frequency is now:

    "Annually",
    "EVERYSIXMONTHS",
    "Quarterly",
    "Monthly",
    "EVERYFOURWEEKS",
    "EVERYTWOWEEKS",
    "Weekly",
    "Irregular",
    "Single"

    Can the API call be updated and coded in Omatic to accommodate the new options for mapping this field?

    https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=CreateGift

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  17. Pull the correct names for a tribute match

    When importing tributes from Luminate Online, the tribute name pulls as the donor's name, so I have to go into the RE NXT record and the Tribute donation interaction to see the incoming data and match it to existing data. Once the tribute goes into RE, the Tribute name shows as the correct tribute name indicated on the form, so it would be nice if the correct name showed up on the import screen.

    1 vote
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  18. Luminate Online: Fee Cover Option data field availability

    Luminate Online has started to offer the option for donors to cover the cost of fees when donating. They added a field in the database called "fee cover option" on the gift. We would like that field available in Omatic cloud so that we can bring that data into RE in the gift attributes so we can track the number of donors opting into this option along with the amount. Tracking this amount is necessary for our organization because:
    1. Finance will need to easily determine the amount of funds that need to be designated as a donation for operational…

    1 vote
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  19. Allow matching on relationship types

    Relationship matching needs an option to match on the relationship type.

    1 vote
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  20. MailChimp Connector for Adobe Campaign

    Please add a connector for Adobe Campaign

    1 vote
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