Omatic Cloud Updates - August 5, 2021

Raiser's Edge NXT

  • Added support for non-constituents and Related Records:
    • Added ability to match to non-constituent records and promote them to full constituents, when the incoming data requires the matched record to be a full constituent
    • Added ability to import Related Records. Both the Main Constituent and the Related Record (i.e. relationship record) will process through the matching rules in your formula. To learn more, click here.
    • Added ability for relationships to match to either full constituent or non-constituent records
  • Added the ability to triage based on Alias Value
  • Added trimming for leading and trailing white spaces on incoming data to enable better matching
  • Added new setting to include Summary Giving Fields for RENXT as a Source
  • Changed gift object mapping to only allow a single gift to be mapped
  • Fixed issue where custom field value and date caused a required field exception