This customization is designed to capture additional information regarding a prospect assignment whether it is added, edited or replaced. When you add or edit a…
Category: Tech Notes: Atlas Customizations
Atlas has a dedicated location to view and/or edit Appeals and any marketing efforts or mailings they have been connected to. This new Donor Information…
Highlights on global changes customized for Partners. Biographic PHS Name Formats – Populate Name Formats: The global change will add all the Partners custom name…
A custom Description field is available for Attachments. This allows you to enter both a short title and a longer description (up to 255 characters.)…
When an attribute is “retired,” it can’t be deleted if it is used in a query or anywhere else. The dependencies report makes it easy…
The Batch entry window contains an Appeals list to facilitate selecting the proper appeal for a gift where it is not known. This can occur…
The standard Fundraising purpose financial info batch template does not include the Designation ID – only the fundraising purpose name. This makes it difficult to…
The Opportunity drop-down list in Batch has been enhanced to show additional information, making it more useful for identifying the proper Opportunity. The standard list…
The Batch audit history list builder shows the audit table for batch fields such as status and owner. (It does not show changes to the…
This BrightVine Data Loader feature sends an email notification at the completion of a Data Loader process. To enable this feature, go to the Email…