Omatic Cloud
295 results found
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Download exceptions to a spreadsheet
We have duplication of error messages to single records and would like to download them to a spreadsheet so we can dedup and determine next steps with the records. Then we'd be able to delete everything from the OC exceptions bucket and know we're not skipping anything that truly needs attention.
1 vote -
Conditionally Ingore Records
I would like to pitch an idea to conditionally ignore entire records based on a specific field value or set of values. For example: - If a specific field is of type date and a specific date is found then that record would be ignored. - If the profile field "Marital Status" is equal to married than ignore - If the specific value matches the same field in the destination source, then ignore the record
1 vote -
Add the option Send Page to Needs Attention 1:1
Having the option to Send Page in 1:1 would be helpful.
1 vote -
Formula Triage Summary - Column Headers
It would be nice if there was a way to tell which of the "Add if not matched" and "Edit if Not Match" headers go to which section. I understand that by default they are meant to be in order but it still can be somewhat confusing on larger formulas. Not sure if color coordinating headers would be a simple solution, or maybe a tool tip containing the section name?
1 vote -
Map to email comments in RE
I would like the ability to write to the email comments field in RENXT through Omatic cloud.
1 vote -
RE Wealth/Ratings added to RENXT List Formula Type
We would like to have Wealth/Rating fields available in the RENXT List formula type.
1 vote -
HubSpot additional Properties under Email Information Group
For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.
1 vote -
Adding HubSpot Alternate Email
It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.
1 vote -
Ability to Schedule Exports from RE/NXT
It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.
1 vote -
Add Formula Schedule Changes to Activity History
It looks like most formula edits are included in Activity History, except for Schedule changes.
1 vote -
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.
1 vote -
Additional Matching Options for HubSpot
Currently, there only search scenarios for HubSpot are 1) Email/ID 2) Email 3) ID/Name 4) ID
The issue with this is that many RENXT records have multiple emails and that is showing up as a new record in HubSpot. Additionally, the ID match is only HubSpot Contact ID. It would be very helpful to have an ID match that allows various IDs like RENXT Lookup ID/Constituent ID.
A Name search scenario would also be helpful
1 vote -
Display RE Table Entries in Formula Mapping
Similar to picklist options for OC Salesforce formulas, it would be very helpful to display table options in the actual mapping.
1 vote -
Audit trail on P2GL formulas
We need a way to identify who (which user) created and last changed a P2GL (including POM) formula. We also need an audit trail to identify who may have deleted a P2GL formula.
1 vote -
Record Routing / Advanced Matching Working Together
Currently, if Advanced matching settings are enabled, it interacts with routing in a way that unintentionally disrupts routing to ready based on Primary match. It would be helpful to include "Primary" matching in routing rules. Due to the current interaction, it probably wouldn't be recommended to use primary matching on one field if the route to ready rules are based on multiple fields.
1 vote -
Phone format for UK
In ImportOmatic with the dictionaries we had ability to check if the phone number was less then 11 characters and add a '0' at the beginning of the string
1 vote -
1 vote
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Add a DonorDrive bi-directional workflow from SOR>DD
The Native DonorDrive connector with Salesforce is bi-directional, allowing the syncing of constituent/contact updates from NPSP/NPC to DonorDrive
1 vote -
Record match search
It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.
1 vote -
Option to add mapped data only if records are new
We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.
For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.
So it would be nice to have a blanket "Always add address for new records"
1 vote
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