General & FAQ

Raiser's Edge NXT Pre-Onboarding Checklist
Product: Omatic Cloud Description: This solution presents a pre-onboarding checklist for Raiser's Edge NXT Environment: Raiser's Edge NXT Version...
Thu, Feb 9, 2023 at 7:31 PM
Using Omatic Cloud with Web View Gift Management (Gift Batch)
Product: Omatic Cloud Description: Using Omatic Cloud with Web View Gift Management (Gift Batch) Environment: RENXT Version: All Answer:   RENXT Gift Man...
Wed, Apr 26, 2023 at 3:33 PM
How to promote RENXT non-constituents in Omatic Cloud
Product: Omatic Cloud Description: Instructions on non-constituent record matching and promotion works in Omatic Cloud Environment: All Version: All Answer...
Mon, Mar 21, 2022 at 3:39 PM
How does Omatic Cloud search for matches in RENXT?
Product: Omatic Cloud Description: Information on searching for records in RENXT Environment: All Version: All Answer: When searching for matches in RE...
Mon, May 23, 2022 at 1:19 PM
Recently Modified Constituents Do Not Appear When Pulling Records into Formulas
Product: Omatic Cloud Description: Discussion on how records are pulled into a formula based on a RENXT List Environment: RENXT Version: All Answer: Const...
Tue, Dec 27, 2022 at 4:56 PM
How to Add Receipt Date in RENXT
Product: Omatic Cloud Description: Instructions on how to add a receipt date when importing gifts to RENXT Environment: RENXT Version: All Answer: When imp...
Thu, Aug 18, 2022 at 7:48 AM
How to Import Pledge or Recurring Gift Payments using Omatic Cloud
Product: Omatic Cloud Description: Instructions on how to map a formula to import payments to a Pledge or Recurring Gift in RENXT Environment: RENXT Version...
Fri, Mar 24, 2023 at 11:31 AM