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Michael Birnie

← Customer Feedback for ImportOmatic

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13 results found

  1. Update the Engaging Networks / Raiser's Edge connector to allow mapping to the Origin Source field in Engaging Networks

    2 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Sonia,


    Thanks for your suggestion here.  We are currently reviewing this idea.  From our research it appears as though the Origin Source may only come from the Bulk Export API (which is what Omatic uses to pull data from Engaging Networks) on the transaction that created the constituent in Engaging Networks.  I am trying to find more information about this.  As a result, I want to confirm how you intend to use this field so we can be sure we are considering your use case.  


    Can you share when you intend to use this origin source data?  Is this donation transactions or some other type of transaction that you are pulling from Engaging Networks that you hope to have this field available to use?  Anything else you can share about your intent and intended use would be helpful.


    Thanks again.


    Steve Brewer

    Michael Birnie supported this idea  · 

  2. Add ability to filter transactions from Engaging Networks

    3 votes
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    under review  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 

  3. Organize formula's in a way that makes sense to me

    14 votes
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    5 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 

  4. Another User Role for Running Formulas

    5 votes
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    under review  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 

  5. SSO Support for SAML 2.0 or OIDC

    1 vote
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie shared this idea  · 

  6. New Records Duplicate Creation

    7 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 

  7. Sync Entire RENXT List to Data Source

    9 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Michael Birnie supported this idea  · 

  8. Custom routing of records

    9 votes
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    planned  ·  2 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 
    An error occurred while saving the comment
    Michael Birnie commented  · 

    It would be great of one of the custom buckets was just to ignore the record from further processing.

  9. Add ability to route to "ignore" and filter records from processing

    3 votes
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie shared this idea  · 

  10. Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing

    3 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Michael Birnie shared this idea  · 

  11. Keep 'Remove batch if validation fails during processing checkbox' checked

    3 votes
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    under review  ·  0 comments  ·  Omatic Cloud » Post to GL  ·  Admin →
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    Michael Birnie supported this idea  · 

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

    111 votes
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    under review  ·  11 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 

  13. Have a repository for transformations

    62 votes
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    under review  ·  4 comments  ·  Omatic Cloud  ·  Admin →
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    Michael Birnie supported this idea  · 

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