Atlas includes a customization whereby Interactions can be linked to Revenue to facilitate the Custom Acknowledgements Process. This customization includes (1) a Revenue tab on…
Category: Tech Notes: Atlas Customizations
A properties window has been added for interactions, steps, and stewardship steps. Like the Constituent properties window, this shows when a particular record was added…
The Manage Prospects and Plans in Bulk feature has been customized to reflect existing prospect management functionality in other part of Atlas (like the Prospect…
The Relationship Pairs tab allows Affiliate Admins to define relationships that are acceptable to your organization. To access this tab, go to the Constituents functional…
Standard CRM functionality does not populate the Designation field on the non-charitable Event Fee portion of a revenue transaction. This means that event fees are…
The Provider Summary tab contains three charts, or widgets, to provider an overview of the provider’s patients. Locations Provider Designations Patients by Primary Rating Patients…
A Recognition Summary tab has been added to the Recognition Programs area, providing reporting that can be filtered to obtain aggregated insight into the program recognition and…
The Recognition Programs area Donors Tab is a dedicated location to view those who are active or inactive (lapsed) within Recognition Program. The List Builder here…
When building a Revenue query, you can include records based on the relative calendar or fiscal year; that is, instead of searching for records where…
TITLE Recognition Credits missing a Type WORKSPACE Revenue Data Integrity TAB Recognition Credits PURPOSE Revenue Recognition Credits can be added without a Recognition Type –…