Classic Products
438 results found
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GiveCampus VMS Connector
We have contracted with GiveCampus to use their Volunteer Management Services platform. This product does not have a direct integration with RE that I am aware of, but requires regular data refreshes of constituent information and, separately, gift information (so extraction, transformation, and loading from RE into VMS). We would love for Omatic to build a connector for this product that would allow the data in the VMS system to be updated on a regular cadence. Even a product that did just the transformation would be useful and save us a ton of time.
1 vote -
Add Security Groups options to PostOmatic
It would be nice to be able to add security group options to POM like you can in IOM to limit curious minds.
1 vote -
Omatic data Service needs to follow Canada post standards too
Omatic data Service currently corrects addresses to USPS standards ONLY . So all our Canadian mailing addresses are adjusted incorrectly during import.
So I'm not sure why you would claim it corrects Canadian addresses when it corrects to the wrong format?? In Canada we follow Canada-post standards.2 votes -
Add Mongoose SMS Connector
Would like a connector for Mongoose SMS for BBCRM OC https://hellomongoose.com/
1 vote -
Be able to add Recurring Gift Attributes to DD Payments
When importing DD recurring gift payments, it would be useful to also pick up and add gift attributes from the DD recurring gift set up.
1 vote -
Don't suppress mailings and emails to surviving record
Currently if the non-surviving record is marked No Valid Address and/or Requests No Email, those boxes get marked on the surviving record even if the surviving record HAS a valid address and/or wants email. I'm choosing the survivor because it has better data and it's time consuming to go into each survivor to update these checkboxes. (This dovetails a bit with some existing requests but isn't mentioned specifically.)
1 vote -
GiveCampus: Adding Time Zone Selector
All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in
1 vote -
Set a default save location for exporting ImportOmatic profiles
We have only been using our profiles for a little while now, and we're still making minor updates to them - so I have been regularly making backups of them. Every time I export a profile to a JSON file, I have to navigate all the way back to my desired save location. It would be amazing to be able to set a default save location for profile export files.
1 vote -
Check addresses if they are shared
The biggest pain point when I do imports right now is address processing, specifically the lack of ability for IOM to detect whether or not an addressed is shared.
There's a lot of constituents that are linked to org records and have the shared business address as their preferred address. It would be great if I can skip over a record if an address is shared so it can be processed manually. Or have any option to check if an address is shared, do x-y-z. Right now I have the profile set up so that the address processing form pops…
1 vote -
Add Campaign ID Field to ECS profile
Campaign ID to be an available field in profile pulling ECS like it is FCS
1 vote -
Gift ID used to split gifts across multiple rows.
Manually adjusting splits in gift batch since only the first one imports; Split gift info in columns instead of rows and user unable to check 'split gift' checkbox option in profile gift settings
1 vote -
Ability to alter match criteria further in MergeOmatic. Allow to match on first and last name fields only for those without addresses.
Ability to alter match criteria in MergeOmatic. Allow to match on first and last name fields only for those without addresses.
1 vote -
Have FindOmatic pull up full List Management records, not just certain tabs.
When I search for a List Management record using FindOmatic, I'm not able to see all the tabs of information or edit all the information that I can if I access the record directly from List Management (adding notes, viewing actions, etc). It'd be great if these aligned so that I'd have the same access to view/edit a record whether I opened it within List Management or through FindOmatic. Right now we have to go through extra steps to look for a record in FindOmatic and then go over to List Management to find the same record there in order…
2 votes -
Grant the ability to import DCF ('Data Capture Form') advocacy activities from Engaging Networks to RE via the connector
A ‘data capture’ action is used when you want to collect information from your supporters, for example a survey.
They are different from petitions in that they are not used for campaigning purposes and so won’t be recorded in the advocacy reports. However the process of making them is exactly the same as petitions.
Links below with more info: https://docs.google.com/spreadsheets/d/1UiErSnraClI7d5Jy1zQRZK614_RXiF0xOTKtiSKnnbA/edit#gid=2088896580
https://www.engagingnetworks.support/knowledge-base/data-capture-step-by-step/
https://www.engagingnetworks.support/knowledge-base/public-data-services-using-a-token/
0 votes -
Be able to export to QCB transactions (non-opt ins) from RE to EN
QCB transaction with a type of GEN rather than OPT are not available to map to when pushing information from RE to EN (so question responses, rather than opt-in responses https://www.engagingnetworks.support/knowledge-base/page-builder-manage-questions/).
It would be great if these could be switched on so we can update information in EN when pushing it from RE.
1 vote -
Luminate Connector - Group Update -- Attributes in RE
Every group update coming into RE from Luminate is added as its own individual attribute. It would be so much cleaner if the connector would make one attribute category for Group Updates and then use the description field to delineate the various groups. There are only a few attributes viewable within RENXT and the Group Updates attribute process is mucking it all up. ;) Thanks!!!
1 vote -
When merging - SSN should be saved as encrypted value in the note field, rather than unencrypted, when using MergeOmatic
When records that have a value in the SSN field are merged through MergeOmatic, the data that is in that field is saved in the note as an unencrypted value - posing a security concern. Please keep the value as an encrypted value or do not save the data in the note.
1 vote -
Allow the ability to identify spouses by coding and not consider them a duplicate match
Allow the ability to identify spouses by coding and not consider them a duplicate match.
1 vote -
Add SSN (social security number) as a display column option
Add SSN (social security number) as one of the column options to enhance comparison and researching ease. We use AlumniFinder for research of records and need SSN to determine if records are duplicates.
1 vote -
SORTING Option
Please add a sort filter to the columns for Merge-O-Matic. Especially the NAME and Email columns. When you have a page with 100+ potential records for review sometimes you're looking for a specific record and a sorting function would Alphabetize this for quicker search. Yes, there's a search field but in the 4 years we've used M-O-M it has never worked even when looking for a name that is clearly showing on the list. Thank you.
1 vote
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