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Jessica Cellini

← Customer Feedback for ImportOmatic

My feedback

13 results found

  1. Creating Lists for records imported in Omatic Cloud

    5 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Jessica Cellini commented  · 

    I would also love to see this as well as the Output file that includes the import ID of the matched or added records of any type like we have in ImportOmatic. There are some processes we just cannot complete in Omatic Cloud because of this limitation.

    Jessica Cellini supported this idea  · 

  2. Ability to Send One by One from Ready

    20 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    AdminSteve Brewer (Product Manager, Omatic) responded

    Thanks Amanda.  Can you share a scenario or two why someone would want to be reviewing records in Ready?  We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed.  Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket?   Meaning, is there some other criteria that calls out the need to review?  If so, what might that be?

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    Jessica Cellini commented  · 

    Not sure if Amanda provided you with an example, Steve, but I have one! We use Omatic Cloud to provide contact updates from Encompass. They still require manual review. In order to do that, we have to review an entire page before being able to send the records along. It would be helpful to be able to review and send records one at a time. Hope that makes sense!

    Jessica Cellini supported this idea  · 

  3. allow to import non-constituent participant records

    6 votes
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    under review  ·  0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Cellini supported this idea  · 

  4. Convert existing dictionaries to transformations

    32 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Jessica Cellini supported this idea  · 

  5. Enforce Default Data Differences Selection During Setup

    4 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Cellini commented  · 

    Would love to see this improvement! This is creating multiple steps for me that could be remedied by this suggestion. Because the profile defaults to my data source, which can be updated by the constituent (i.e., entering their name in all lowercase), I need to set up the profile, select to leave in the ready bucket for review, run the profile once, set up the defaults and then go back into routing and allow the formula to send the ready bucket automatically.

    Jessica Cellini supported this idea  · 

  6. Ability to replace values (including null) with blank values.

    7 votes
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    under review  ·  0 comments  ·  Omatic Cloud  ·  Admin →
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    Jessica Cellini supported this idea  · 

  7. Abilitly to do relationship matching in RE NXT based on Constituent Import ID

    10 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Cellini supported this idea  · 

  8. Include flat file name on omatic cloud formula history page

    13 votes
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    under review  ·  1 comment  ·  Omatic Cloud  ·  Admin →
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    Jessica Cellini supported this idea  · 

  9. Add Table Entry If It Doesn't Exist

    11 votes
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    2 comments  ·  Omatic Cloud  ·  Admin →
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    Jessica Cellini supported this idea  · 

  10. Have a repository for transformations

    95 votes
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    under review  ·  5 comments  ·  Omatic Cloud  ·  Admin →
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    Jessica Cellini supported this idea  · 

  11. Overwrite Existing Values With Blank/Null

    13 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Jessica Cellini supported this idea  · 

  12. Ability to map Action Notepad Type

    4 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Cellini supported this idea  · 

  13. Enable Short vs Long Formatting for Address Lines

    26 votes
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    planned  ·  4 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Cellini supported this idea  · 

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