Omatic Cloud
387 results found
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Ability to remove special non-ASCII characters aka Emojis
It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.
Use Case - Email subject lines often include these unreadable/unusable characters.
4 votes -
Be able to export CQS transactions from RE to EN via the connector
Opt-in questions with the type “Opt-in Confirmation” (CQS transactions) are not available to be exported to from RE to EN using the connector. Only QCB opt-in transactions appear.
Engaging Networks have implied that this link should help . https://speca.io/engagingnetworks/engaging-network-services?key=726cda99f0551ef286486bb847f5fb5d#add-or-update-supporter . The name in the REST API is Double Opt-in. The type is CONF
4 votes -
Add/Update Gift Data as part of PostOmatic Processing
We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.
There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."
While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?
4 votesThanks for the idea JPP. Can you be more specific about where you want the debit and credit used to be added back to the gift? There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files.
Here are a few more questions for consideration:
What is the goal of having this data in RE/how would that data be used?
Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?
What other scenarios might we need to account for if we added a write-back feature?
Thank you
Steve Brewer
Product Manager
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Ability to Import Mapping on completed formulas
It would be great to be able to import a mapping into an existing/completed formula. Right now you can only do this if the formula is in "Draft", but there are many times where we need to be able to import a mapping to a completed formula. The workaround is "Copy and Swap", but that only works in some cases.
4 votes -
Allow matching on relationship types
Relationship matching needs an option to match on the relationship type.
4 votes -
Enforce imported Name Format order on new constituents in RE NXT
Allow us to set the order that Name Formats are imported into new constituents. Those of us with a standard ordering for addressees and salutations need this. Currently, RE NXT just decides on an order, which makes them hard to review.
4 votes -
HubSpot Company Object Formula
Currently, we are only able access data from the Contacts object. It will be helpful to also include the Company object or have separate Company based formulas for this connector.
4 votes -
SFTP for P2GL
Please add SFTP capabilities for ingesting files from 3rd party CRM's to P2GL.
4 votes -
Ability to apply non biographical data to full constituent spouse/HOH when matched on non-constituent spouse.
In Import Omatic we have this option but not in Omatic Cloud.
4 votes -
Request to add ability to use sub forms in VolunteerHub
Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.
4 votes -
Add additional "Actions" to Ready Bucket
Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).
4 votes -
Adding opportunity_ID to link actions to opportunities (proposals)
In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.
4 votes -
Ability to map Action Notepad Type
When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.
4 votes -
Log when a formula is reprocessed in Activity History
Currently the activity history does not show when a formula is reprocessed. This info would be helpful especially when working through the exceptions buckets. it would all use to better track errors that are recurring.
4 votes -
Add connector for RENXT and Cvent
Add a connector for RE and Cvent to capture new/updated contact and consent updates and event campaign outcomes.
4 votes -
Duplicate data checks between columns
It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.
4 votes -
Constant Contact Preference Updates
It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.
4 votes -
Don't Update Existing Blank Values in Destination when Default Data Difference is Destination
When setting the Default Data Difference to Destination, we'd like to leave an existing destination value that is blank. We would not want to import incoming values in this scenario.
This is happening specifically when a record lands in New, but we know there's a match so we use Override to match to the existing record.4 votes -
Add transformations to use for various number formatting options
It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…
4 votes -
Selecting Mailchimp Journeys for Import
We use Mailchimp's Automation Journeys for our emails, we can't see these to select from in the Mailchimp to RE NXT connector. We would like to apply an assigned appeal to these records in RE NXT who have started on a Journey, in that way they are excluded from being selected to import to mailchimp again and tell us who has had comms.
4 votes
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