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 Versi...
Fri, Oct 7, 2022 at 11:38 AM
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...
Tue, Apr 5, 2022 at 4:01 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
Constituents Recently Modified Aren't Pulled into Formula
Product: Omatic Cloud Description: Discussion on how records are pulled into a formula based on a RENXT List Environment: RENXT Version: All Answer: Const...
Wed, Apr 20, 2022 at 10:26 AM
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