On the constituent record, profile information appears in a series of summary tiles. Under the tiles, the constituent record also contains multiple tabs of additional…
Category: Tech Notes: Atlas Customizations
The standard CRM form to select fundraising plans to associated with a stewardship step included only the plan name, making it difficult for users not…
This tab lists shows the Stewardship plan Narrative and all Pending and Completed Stewardship plan steps. Click on Edit Steps to add or modify multiple…
Name format Tech Notes
Solicit Code tech notes
The custom tribute search list contains a number of columns not found in the standard default list. Below is the full list of columns; those…
A user may enter a general interaction that is determined to be a plan step at some future point. This customization provides an interface for…