Added the ability to target a specific individual record or override a match in the New, 1:1, and 1:Many Needs Attention queues with a new ‘Override’ action button. Tip: When you select the ‘Override’ action, a window will appear. Just enter the URL to a Constituent record in RENXT, and Omatic Cloud will update it with the source data. If there are Data Differences to resolve, they will appear on screen as normal.
Fixed issue where fundraiser assignment was always added as new regardless of any matches
Fixed issue where required fields on additional child objects were different from each other
Added exception message when attempting to add a participant host and multiple matches are found
Fixed issue where example records were not returning for Action and Gift endpoints
When using BBCRM Constituent/Revenue formulas, the "Add new" action button will now be enabled in the 1:1 and 1:Many Needs Attention buckets, regardless of a match.
The BBCRM Constituent/Revenue formula type has been expanded to handle the following Education fields:
Date (attended) to
Date (attended) from
New area for Education Involvements
Enabled an Additional Setting within Transactions formulas to Include Ticketed Event Details. Note: to include Ticketed Event Details, you must limit your formula to a single event.
Added dedication fields to the Recurring Donation Plan and Transaction Profile Types
Added additional designation fields to the Recurring Donation Plan Profile Type
Fixed issue in Calendar Event Attendee profile types where the answers to some survey questions were not being populated if there were over 200 survey responses
Fixed issue where transaction information external date fields were unable to be sent to Luminate Online
Resolved an issue preventing the Abuse Email Activity type from appearing in results
Added a new formula type to allow mapping Event Registrations to Salesforce Account records
Resolved an issue preventing mapped Subscription Name and Subscription ID from appearing in the system of record