Omatic Cloud Updates - February 16, 2022

Omatic Cloud

  • Fixed a formula navigation issue preventing changes being saved when editing the mapping screen and clicking “Apply changes”
  • Added a tooltip to provide the exact field used to relate Opportunity objects to account fields 



  • Added ability to import gift data to Gift Management (Batch). Click here to learn more.
  • Changed underlying architecture for RENXT integration to support future development
  • Fixed issue where full constituents could be excluded when selecting to exclude non-constituents if the non-constituent was older than the excluded full constituents



  • Resolved error caused by empty Jobs data when sending data to WealthEngine



  • Added ability to add and edit invoices in Accounts Payable
  • Added ability to add and edit addresses on a vendor record in Accounts Payable