This page is designed to facilitate the management of custom acknowledgements. Custom acknowledgements are manually written, personalized letters for top donors and other selected constituents…
Category: Tech Notes: Atlas Customizations
Research Lists have been enhanced with two new features: new columns available in the list builder and more information on the secondary display for…
Fundraising events teams often take printed paper check-in lists to events to record attendance, answer table seating questions, confirm dietary restrictions, and more. In other…
To add new Fundraiser goal, open a fundraiser record, and navigate to the Goals tab. Click on Add. Goal type: Choose from the drop-down list. Only…
To add new Fundraiser goal types, go to Administration >> Configuration >> Goal Types, and click on Add. Description. This is the phrase the fundraisers…
The Solicitor Goal batch type allows you to quickly create many solicitor goals at once and/or to import them from another source (like a spreadsheet). Batch…
The Goals tab shows Fundraiser goals created and configured by Affiliate Administrators and Managers. This tab contains a list builder with the following columns: Active.…
This tab consists of four sections: Overdue, Outstanding, Unfunded, and Closed. All four sections are controlled by one parameter section which allows this tab to…
The Portfolio tab of the My Fundraiser page contains a custom listbuilder that shows all Prospects in the fundraiser’s portfolio. Available columns include Last Interaction…
The global change will add constituent interactions and attributes based on either a constituent selection or a revenue and/or recognition selection. If a revenue and/or recognition selection is…