Use this Global Change to add a Solicit Code to a selection of constituents. This custom version writes to the extended Solicit Code Comments field. Good…
Category: Tech Notes: Atlas Customizations
The global change copies appeals and select attributes from revenue records to matching gift claims and payments. The goal is to keep matching gift claims and…
This Global Change copies the solicitor(s) from the revenue record that is being matched to the matching gift claim and matching gift payments. The business process…
This global change copies the tribute information from a donation that is being matched to the matching gift payment. Good to Know! if…
This global change updates business unit on a selection of Revenue application records. It can also be used to Add a business unit to a…
This global change takes the results of a stored procedure in the data warehouse and adds or updates model score ratings. IMPORTANT NOTE: THE MODEL…
This global change takes the results of a stored procedure in the OLTP database and adds or updates model score ratings. This will typically be…
This custom Partners global change is used to compare and update spouse ratings so they stay consistent. have found it useful to have the ratings…
This Global Change compares recognition credit on a pledge against the pledge payment. If a constituent is recognized on the pledge and not deceased (recognition type is…
This Global Change provides the ability to globally add campaign to revenue transactions based on a Revenue selection.