When you delete an attribute in Atlas, the attribute value remains in the database. To the user, it looks like the attribute has been deleted,…
Category: Tech Notes: Atlas Customizations
This Partners customized global change is used to handle multiple ratings for the same constituent. You can determine which rating to keep (highest, most recent,…
This global change deletes a specific type of Alternate Lookup ID from all constituents or a selection of constituents. The parameters are Selection. Optional. Search…
This custom global change type can be used to delete a selection of Interactions. This is useful for interactions that were created in error or…
This global change to clean out Revenue Letters that have been assigned to Constituents in error. The standard CRM functionality allows for clearing a process…
Prospect status can be set manually in Atlas, but most affiliates prefer to have it set automatically. We developed a global change to do this. …
This Global change deletes Epic visits marked as future visits that are no longer in the future and future visits that have been cancelled in Epic. An…
This global change will add or remove associated prospect manager based on the prospect manager assigned to the primary household member. A Prospect Manager is…
This Global Change can be used to modify the Address type on a selection of addresses. It can be found in the Constituent\Addresses node. The parameters…
This Global Change can be used to Add, Delete or Replace any type of attribute. The parameters are Attribute Record Type (required) Selection (required) Attribute…