The Constituents node includes a custom node, Interactions (include participant). This node returns the same fields as the standard Interactions node, but it also…
Category: Tech Notes: Atlas System Administrators
We are turning on address validation as part of the go-live process. Administration/Countries and States
This area is used to provide a user-friendly name to be used in place of the department name that is used in Epic. Good to…
This customization is to surface the Attribute Category GUID in the Add and Edit Attribute Category forms. This is so we can keep the GUID…
The audit tables track changes and deletions made to Atlas data at the database level. When enabled, updates and deletions to every type of record…
To control which columns are available in a search list, use the Configure search list fields feature. To view the search lists available for configuration,…
Atlas has a smart field called “Primary Constituency Code” that pulls in the highest constituent code a constituent has based on the order of the…
The Copy from feature copies all the assigned system roles from one application user (the ‘source user’) to another application user (the ‘target user’) in…
If there are no recognition credits on revenue, this global change applies the default recognition credits. This global change exists because there was a bug…
When you delete an attribute in Atlas, the attribute value remains in the database. To the user, it looks like the attribute has been deleted,…