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Carlos Trujillo

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5 results found

  1. Add Tax Receipt Number

    1 vote
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Carlos Trujillo shared this idea  · 

  2. Increase number of search scenarios

    3 votes
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    1 comment  ·  Omatic Cloud » Salesforce  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Hannah - Thanks for your idea. One thing you may not be aware of is that with Salesforce if your object has more than 1 email address field then you can choose each of those email address fields when you create an Email or Name and Email match scenario. Thus instead of creating a match scenario for each of your email address fields in Salesforce you can create one match scenario and choose all of your email fields in that single match scenario. There is an implied OR between each of the email addresses when performing the search.

    For example, suppose I have 3 email address fields (per your description) in Salesforce: Work Email, Personal Email and Alt Email. Suppose my incoming email address is steve@myorgname.org. I then add an Email match scenario and choose each of those email address fields in my match scenario. When Omatic Cloud attempts to match on email address the query…

    Carlos Trujillo supported this idea  · 

  3. Excessive number of duplicates - when donors give twice within same flat file

    2 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Carlos Trujillo supported this idea  · 

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

    16 votes
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    started  ·  1 comment  ·  Omatic Cloud  ·  Admin →
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    Carlos Trujillo supported this idea  · 

  5. Add transformations to use for various number formatting options

    4 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Carlos Trujillo supported this idea  · 

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