This Global Change can be used to modify the type on a selection of email addresses. It can be found in the Constituent\Email node. The…
Category: Tech Notes: Atlas Customizations
This Global Change can be used to update the following fields for a selection of Opportunities. Opportunity type Opportunity status Ask Amount and Date Expected…
The Correspondence Process sets a Sent Date on the records visible on a constituent’s communications tab, but sometimes users don’t know or don’t get to…
This new global change can be used to set the Exclude patient data flag on relationships in a selection. This flag is visible when a…
When a Primary phone number is marked invalid and/or the Do not call this phone number checkbox is checked, the ability to contact the donor…
The standard window that launches when you add a global change had no filtering options, making it difficult to find a specific global change or even…
A Role filter has been added to the Members tab for group constituents. The filter on the group column itself is text, so if you…
Affiliate Administrators can make attribute categories inactive on the Attribute Categories page. This will prevent users from adding those attributes to records. To make one record…
The custom individual search list contains a number of columns not found in the standard default list. Below is the full list of columns; those…