The Delete BVDL Staging Data Global Change can be used to delete BVDL Staging Data that is no longer needed, either for a specific date…
Category: Tech Notes: Atlas System Administrators
When a spouse relationship exists between two records, this global change can synchronize recognition credits for the two individuals who are connected. This custom global…
When a Primary email address is marked invalid and/or the Do not send email to this address checkbox is checked, the ability to contact the donor by email is lost…
Navigate to Application Users Once in Atlas, click on Administration > Security > Application Users Add the New User Click on the Add button…
The Add and Edit Opportunity forms have an optional custom validation that can only be enabled by a system administrator. Go to Administration >> Applications…
Sometimes a user will attempt to delete a query and encounter an message indicating that it can’t be deleted because it’s in use by another…
Navigate to Administration/Application/Features/Data Form Search. Lookup the form you want to update. This needs to be done database by database. Go to the Field Characteristics…
You can globally replace a default search list with another search list. For example, we have replaced the Event coordinator search list with a generic…
This page was added to Atlas September, 2023 to record affiliate preferences and settings for Atlas customizations. Previously this information was hard-coded, but recording it…
The Provider Patients Tab can be found on a provider constituent record via the Provider tab. This tab contains a list builder with columns designed…