Omatic Cloud Updates - February 17, 2021

Altru

  • Resolved issue that prevented matching on email address
  • Resolved issue when using a source query that was not a Constituent query type


Salesforce

  • Resolved issue where ID was not displayed as a Match Reason in the 1:1 Matches data grid
  • Resolved issue where mapping Opportunity Contact Roles on an "Any Object" formula could trigger matching exceptions
  • Resolved issue where some Opportunity Contact Role fields were required, even when the field was not available on the Data Mapping settings
  • Improved some exception messages for clarity and easier troubleshooting


Classy

  • Expanded the list of Matching Fields for Classy Connector to include Classy and external IDs, Name and Email fields

  • Added Promo Code field to Transaction formula type

  • Added  Campaign Designation External ID field to Recurring Gift formula type

  • Added Supporter Phone Number to Contacts and Donations formula type


Luminate Online

  • Added Donation Form ID in the TeamRaiser Registrations and TeamRaiser Donations formula types
  • Resolved error preventing users from filtering specific groups, within the Import Contacts formula type


Constant Contact

  • Resolved connectivity errors for Constant Contact data sources
  • Resolved IndexOutOfBounds errors for Constant Contact record processing


Encompass

  • Enabled multi/all event selection within the Transactions formula type. Users can now select transactions associated with multiple or all events; if no selection is made, all transactions are included.
  • Resolved issue where Encompass custom fields were not available in the ID Matching settings