Business units in Atlas are the equivalent of the RE development unit and sub unit. Many areas in Atlas can be linked to a business…
Category: Tech Notes: Atlas Customizations
The EPIC Hospitals codes table includes a row for all hospitals included in the Epic visits files. The fields include Abbreviation Description The full hospital name.…
The Constituent Activity Calendar provides donor relations and fundraising staff with a visual means of understanding correspondence, touchpoints, communications, and other fundraising activities that have…
TITLE Single Member Households or Households with more than two members WORKSPACE Constituent Data Integrity TAB Household Information PURPOSE Users can modify the spouse relationship…
TITLE Constituent Recognition Defaults with no Recognition Type WORKSPACE Constituent Data Integrity TAB Relationships PURPOSE Revenue Recognition Defaults can be added without a Recognition Type.…
A task to Merge two constituents has been added to the list of available Tasks while on a Constituent record. This Task launches the Merge…
Atlas includes a custom view form on the Preview Merge Tab to make it easier to determine whether or not merges are “legitimate” without having…
The custom constituent search list contains a number of columns not found in the standard default list. Below is the full list of columns; those…
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…
The Correspondence Process sets a Sent Date on the records visible on a constituent’s communications tab; the OOB version uses the date of whenever you…