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AdminKendal Ferguson (Admin, Omatic)

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  1. Enhanced Mappable fields to Transformations

    3 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 
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    AdminKendal Ferguson (Admin, Omatic) commented  · 

    Another example, keep in mind that Gift Date and Deposit Date come from the same source field and are treated differently based on source field containing _A_, _B_, or _C_, Chapter ID and Payment Method are also present for all source data:

    IF source field contains _A_, _B_, or _C_ - then destination field needs: [Defined Value]-[Gift Date]-[Payment Method]
    IF source field does not contain _A_, _B_, or _C_ - then destination field needs: [Deposit Date]-[Chapter ID]-[Defined Value]

  2. Advanced address processing screen in the Omatic Cloud is needed

    248 votes
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    planned  ·  20 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  3. Classy Endpoint API Field Additions

    4 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) commented  · 

    Another needed field:

    Fundraiser Page Alias

    This field is occasionally used for Appeal mapping to SoR and the only way to handle in Recurring formula type is to replace Page IDs to corresponding Alias value.

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    AdminKendal Ferguson (Admin, Omatic) commented  · 

    Additional fields needed for Recurring Giving Plan:

    3. Campaign Name (available in Classy Transactions)
    4. Campaign Internal Name (available in Classy Transactions)

    These fields are used for gift coding without requiring transformations on Campaign ID which is the only available field in RG Plans right now

    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  4. Allow formula to run against all dates

    5 votes
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    started  ·  0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  5. Allow all custom questions in a single formula for Classy connector

    8 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) commented  · 

    Additional idea for this request:

    Add filter in Source Settings where users can choose which custom questions across all Classy Campaigns they want to bring in. Most users don't need all custom ? answers to be stored in SoR and having the ability to pick and choose what is accepted would alleviate both separation of formulas and reduce number of columns

    AdminKendal Ferguson (Admin, Omatic) shared this idea  · 

  6. Request for First and Last Name fields for attendees in Fundraisers profile/formula

    0 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) shared this idea  · 

  7. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    2 votes
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    0 comments  ·  Omatic Cloud » Salesforce  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  8. Classy Transaction Filters

    2 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  9. Add ability to only add certain mapped fields to new records

    113 votes
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    7 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  10. Update field labels for Classy FMV and Tax Deductible Amount

    4 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 
    AdminKendal Ferguson (Admin, Omatic) shared this idea  · 

  11. Convert existing dictionaries to transformations

    61 votes
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    4 comments  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) supported this idea  · 

  12. Make lookup fields external ID friendly

    4 votes
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    0 comments  ·  Omatic Cloud » Salesforce  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) shared this idea  · 

  13. New Records Duplicate Creation

    23 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) shared this idea  · 

  14. Global Add New button in 1:N

    10 votes
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    under review  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) shared this idea  · 

  15. Make unmapped fields used in Record Match Search available in Summary Grid View

    17 votes
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    started  ·  1 comment  ·  Omatic Cloud  ·  Admin →
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    AdminKendal Ferguson (Admin, Omatic) shared this idea  ·