How to guide

How to Prevent Duplicate Offline Transactions in Luminate from Omatic Cloud
Product: Omatic Cloud - BBCRM Description: This solution describes how to prevent duplicate offline transactions in Luminate Environment: All Versions: A...
Fri, Jun 12, 2020 at 12:53 PM
How to Connect Omatic Cloud to BBCRM
Product: Omatic Cloud Description: This solution outlines how to set up Omatic Cloud for BBCRM Environment: BBCRM Versions: All Answer: Log into Om...
Fri, Mar 12, 2021 at 2:53 PM
Mapping to Edit if matched
Product: Omatic Cloud Description: This solution presents instructions on mapping to "Edit if matched" in OC for BBCRM Environment: BBCRM Versi...
Sat, May 1, 2021 at 2:59 PM
Creating an Alternate Lookup ID type in BBCRM
Product: Omatic Cloud Description: This solution presents instructions on adding an alternate lookup ID type in BBCRM Environment: BBCRM Versions: All A...
Fri, Mar 12, 2021 at 2:54 PM
Importing Event Registrations into BBCRM
Product: Omatic Cloud Description: This solution presents instructions on importing event registrations into BBCRM Environment: BBCRM Answer: The BBC...
Fri, Mar 12, 2021 at 2:55 PM
Creating Payments in BBCRM
Product: Omatic Cloud Description: This solution presents information on creating payments in BBCRM Environment: BBCRM Versions: All Answer: The BBC...
Fri, Mar 12, 2021 at 2:56 PM
How to Update Amount on an Existing Recurring Gift
Product: Omatic Cloud Description: This solution walks you through how to update an existing Recurring Gift amount in BBCRM Environment: BBCRM Versions: ...
Fri, Mar 12, 2021 at 2:56 PM
How to Update Gift Status to Inactive on an Existing Recurring Gift
Product: Omatic Cloud Description: This solution walks you through how to update status on an existing Recurring Gift in BBCRM Environment: BBCRM Versio...
Thu, Apr 29, 2021 at 8:40 AM
How to send Data to the Documentation and Interactions tab
Product: Omatic Cloud Description: This solution explains how to send data to the Documentation and Interactions tab in BBCRM Environment: BBCRM Versions...
Wed, Mar 17, 2021 at 1:00 PM