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…
IHP Alumni Engagement Score Creates a model score to show the level of alumni engagement with IHP in 4 key areas: Philanthropic, Communication, Experiential and Volunteer Score calculation: …
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…