TITLE Recognition Credits missing a Type WORKSPACE Revenue Data Integrity TAB Recognition Credits PURPOSE Revenue Recognition Credits can be added without a Recognition Type –…
Category: Tech Notes: Atlas Customizations
This page lists Installments and Write-offs for a Pledge transaction. It also includes a customized Installment designations list, which provides visibility into the installment schedule,…
The Letters tab contains a Reminder history list. This list shows Pledge reminders generated by a Reminder process where the Reminder was “marked Sent”. The…
The new Recognition Summary Tab provides an overview of the donor’s giving (recognition) history without the need to run a report or filter and/or manipulate…
The standard data lists on the Review Acknowledgements tab (Review acknowledgement processes and Tribute acknowledgement processes) have been replaced with list builders, so users can…
This custom Smart field definition can be used to calculate a constituent’s number of consecutive years of giving. The new definition name is Constituent recognition…
This Smart field definition can be used to calculate the number of events a constituent has registered for or attended. (Remember that new Smart field…
This new Smart field calculates the number of years of recognition giving, whether consecutive years or not. You can find this Smart field definition under…
This new smart field has been added to make it easier to see the total number of patient visits for a constituent. This information is…
This customization creates a smart field that contains the primary rating for this constituent. Creating it consists of 3 parts, first rank your ratings so…