Omatic Cloud
356 results found
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Bulk in line edit
Having the ability to bulk in line edit records would be very beneficial.
1 vote -
Ability to Access Emma Sent Email Date
It would be helpful to have the Emma "sent date" for the Email Campaign Activity formula type. We can technically access this through including the "sent" activity in the filtering, however, that adds high record volume that is uncessary and could cause ingestion/processing issues down the line.
1 vote -
Ability to Filter on Refunded Gifts in EveryAction
Currently, our EveryAction API ingests on modified date and that brings in refunded gifts. Those refunded gifts do not have any indication that they are refunded and resemble true gifts. Request is for some filter on refunded gift or the inclusion of Refund/Adjustment information fields.
1 vote -
OC Transformations in Alphabetical Order
Transformations are not currently in alphabetical order but it would be helpful to reorder those so they are in alphabetical order.
1 vote -
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.
1 vote -
On the Post to GL 'View History' screen, add a column that shows how long a job took to run
On the 'View History' screen, can we see how long a job took to run?
Having the duration data would help clients be able to gauge the duration of future posting processes and even when they should be kicked-off, etc.
Eg, if running 9K records took 80 minutes, and my next posting is 13K records, I should plan for it to take around 2 hours, etc.
1 vote -
Custom Fields in Every Action Connector on Contributions
It looks like custom fields are available for Contributions in the EveryAction connector, but we can't access the Contribution custom fields that are available on the Recurring Commitment formulas. Example--we're looking for a custom "Fund" field that has been created to further breakout gifts, but we are not able to map to this right now for recurring commitments. The custom field is available on the contribution.
1 vote -
Turn on the Engaging Networks QueryResult connector
Turn on the Engaging Networks QueryResult connector so we can import custom query results from EN to RE. At the moment it asks for a login email address and password when you try to use it, as well as the website URL of your EN instance. But when we try to use it with our details it says "Invalid Credentials! Authentication Failed! Username/Password is incorrect" even though we are using our correct details.
1 vote -
Salesforce Opportunity Name: Only Add if New
When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.
1 vote -
Send to a specific triage bucket based on a Mailchimp status field results returned during matching.
Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).
1 vote -
Post to GL outputs for FE NXT
The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.
Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…
1 vote -
Automatically delete $0 "donations" when importing
Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."
When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.
Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."
1 vote -
Create Email Activity When Using LO Email Activity Formula
Currently the LO Email Activty formula creates an action in the constituent record. It would be great if, instead, it created an entry in the Email history tile instead. We would like to reserve the Action tile for more personal, one to one communication and record the bulk emails in the Email history tile.
0 votes
Emily Dalton
responded
I agree this would be a great idea! Currently we are limited by the RENXT API"," and not able to send data through the API to the Email history tile. If this becomes available"," we will add this ability to Omatic Cloud. -
Extend date range to allow for pulling data older than 30 days when MailChimp is the data source
Users need to be able to go beyond the thirty-day date-range limit to process older data from MailChimp when it is the data source for the Omatic Cloud formula.
0 votes -
Give Lively Connector for Omatic Cloud
It would be great to have a GiveLively Connector created for integration with Omatic Cloud.
0 votes -
Add a Classy Event Recurring Plan profile type
Classy users have the option to configure an event with Recurring Gift options for donors. A Classy Event Recurring Plan profile type seems to be needed for recurring gifts created on events since those new recurring setups don't come through with the standard Classy recurring plan profile. The recurring installments are able to come down through the donations profile, but none of the existing Classy connector profile types seem to be able to handle the Recurring Setup gift currently if it made on an event record in Classy.
0 votes -
Feedback requested for cascading toast notifications
With the release on July 2, 2024, we greatly reduced the cascading toast notifications and moved the notifications to the center of the page, as to not impede with interactions within the application. We want to continue to make incremental updates to notifications, so we'd love your feedback!
What information would you like to see in the notifications? Where and how would you like to access the notifications? How do you use the information to change a behavior or interaction within Omatic Cloud? What else?
0 votes -
LO Groups to Mobile Commons
It would be helpful to have a LO Groups to Mobile Commons formula. Currently, there is no filtering available when ingesting data from LO.
0 votes -
Ability to import contact record for Organization Gifts in EveryAction
Currently, we don't have the ability to import the primary contact/relationship for an Organization gift with the EveryAction connector. Adding this functionality would allow for more complete gift records as that is critical information missing.
0 votes -
Add Team Captain Name and Participant Name Fields to LO TeamRaiser Gift
The IDs for gift linking are awesome, but many clients also need to associate the participant name and team captain name with the gift as well (usually a gift attribute or reference). These fields are available through standard LO reports, could these two fields also come down through the connector API?
0 votes
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