The form to create a new Work Item can be launched from many places in ADO. If you’re using a dashboard on the web portal…
Category: Tech Notes
We are turning on address validation as part of the go-live process. Administration/Countries and States
Appeal Teams allow for entry of teams and team members, and individual fundraisers associated with the event.
Environment refers to a collection of servers and databases pertaining to one CRM instance used for one specific objective. The Development environment (“dev”) is for product…
Highlights on global changes customized for Partners. Biographic PHS Name Formats – Populate Name Formats: The global change will add all the Partners custom name…
Tools used: TSM – tool that backs up and restores files, systems, databases, etc. TDP – part of TSM that backs up databases DDBoost –…
We receive two files from EPIC per affiliate every day: the Patient Visits file and the Future Visits file. Future Visits File – Since this…
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 a spouse relationship exists between two records, this global change can synchronize recognition credits for the two individuals who are connected. This custom global…
Counts and totals can vary across reports and queries depending on the definitions you are using for “revenue” and “donor”. Some of the nuances are…