A customization is a feature not included in Blackbaud CRM that was developed specifically for Atlas. This includes something as simple as a new ad-hoc query type and something as complex as a whole new tab. In all cases, these items will be subject to Design Team Approval. New ideas for customizations can be entered in Mojo or Asana.
Spreadsheet below is a complete list of the customizations done as of 1 June 2021.
Customizations
| Category | Functional Area | Name | Description | Documentation |
|---|---|---|---|---|
| Attributes | Prospects | Naming Opportunity Attributes | Mass General Brigham design team has determined that attributes are required on Naming Opportunities. This will facilitate the tracking of status, discount pricing and other information. | Functional Spec |
| Batch | Events | Default Appeal on Event Registrations | When an event registration payment is received and processed in Enhanced Revenue Batch, the appeal is not always defaulted. Mass General Brigham’s requirement is to have the system default the appeal entered on the Event to the payment. | Functional Spec |
| Batch | Events | Event Registrant Batch Extension | Add ability to select multiple invitees and register them for an event. | Functional Spec |
| BVDL | BVDL | Email Notification | This BrightVine Data Loader feature sends an email notification at the completion of a Data Loader process. | Click for more |
| Constituent | Constituent | Smart Fields Constituent Summary Tile | A customized Constituent Summary Tile that shows up to five Smart Fields. | Click for more |
| Constituent | Prospects | My Fundraiser Portfolio | The Portfolio tab of the My Fundraiser page contains a custom listbuilder that shows all Prospects in the fundraiser's portfolio. | Click for more |
| Constituent | Marketing and Communications | Correspondence Process (custom) | This customization adds a Sent Date parameter to the Correspondence Process | Click for more |
| Constituent | Constituent | Provider Patients Tab | On a Provider constituent record, the Provider Patients tab lists patient data from EPIC. | Click for More |
| Constituent | Recognition Programs | Recognition Society List Builder | The List Builder here can eliminate the need for additional recognition program reporting. | Click for more |
| Constituents | Administration | Custom Lookup ID | Provides for a customized format for constituent identifiers | Functional Spec |
| Constituents | Household | Household View Recognition History | Mass General Brigham has customized the household constituent record to summarize all data views incorporating the individual constituent records’ data. This functional specification is specific to the Household Recognition History view. | Functional Spec |
| Constituents | Household | Household Views Datalists and Queries | Mass General Brigham has customized the household constituent record to summarize all data views incorporating the individual constituent records’ data. | Functional Spec |
| Constituents | Security | Interaction Notes Security | Ability to deny access to an Interaction Note by denying access to an Interaction Notepad Code Table entry. | Functional Spec |
| Constituents | Constituent | Constituent Page Caption Name Format | The name of the constituent at the top of the constituent page should display in the Individual Formal Addressee name format. i.e. First Middle Last, Suffix. | Functional Spec |
| Constituents | Constituent | Constituent Properties | CRM does not have a constituent properties view out-of-box. Mass General Brigham has customized a 'Constituent Properties' view accessible from the explorer bar on the constituent page. | Click for more |
| Constituents | Constituent | Constituent Summary Header Fields | Mass General Brigham has customized the constituent summary header to display more information including Prospect Manager, deceased, and some selected Solicit Codes. | Functional Spec |
| Constituents | Contact Info | Contact Information (this has to do with the tiles) | Mass General Brigham Design Team determined the CRM standard display of (current) on contact information was misleading because it is linked to end date, but we can't add an end date if there is only one addr/email/phone. Subsequently, instead of displaying (current) or (former) we replaced it with the do not send mail reason. | Asana Task - has better spec attached Functional Spec |
| Constituents | Constituent | Custom Name Formats | There will be 11 custom name format functions. These will be set up as CRM default name formats, so they will be automatically applied whenever an individual constituent record is created. | Click for more. |
| Constituents | Contact Info | Email Do Not Email Reason Code | add a Do Not Email Reason to email to make it consistent with address and phone. | Functional Spec |
| Constituents | Prospects | Prospect Assignment | There is a need to capture additional qualitative information regarding a prospect assignment whether it is added, edited or a replacement. Some business units self-assign and the functionality in this customization will allow additional information to be captured. A comment field will be added to the prospect manager assignment. | Click for more |
| Constituents | Prospects | Prospect Constituency | Mass General Brigham design team has determined that all constituents within CRM should have the Prospect constituency code. | Click for more |
| Constituents | Prospects | Prospect Plans Page | Listbuilder with fields, filters and hyperlinks as defined in spec | Functional Spec |
| Constituents | Recognition Programs | Recognition Programs (business process) | Recognition programs are used for lifetime, planned giving and annual societies and are a standard part of Blackbaud CRM. The business process that runs for recognition societies does not always select the current state of the revenue recognition as for example when a person meets a certain level (e.g. $1,000) and then adjustments to recognition reduce the level (e.g. reduce from $1,000 to $100) the person is left in the previous level in the society. Mass General Brigham has customized the recognition societies process to always pick up the current state of a constituent’s revenue in relation to recognition. | Functional Spec |
| Constituents | Prospects | Link an Interaction to a Fundraising Plan | 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 converting a general interaction into a fundraising plan step. | Click for more |
| Constituents | Prospects | Include donor fields/smart fields into a Research List | Research Lists have been enhanced with two new features: new columns available in the list builder and more information on the secondary display for any particular row. | Click for more |
| Constituents | Prospects | My Fundraiser Alerts | This customization ensures that constituents where the user is the Associated Prospect Manager show up on these lists. | Click for more |
| Constituents | Revenue | Revenue Properties | The Revenue Properties view is accessible from the explorer bar when you're looking at a transaction | Click for More |
| Extended Tables | Constituent | Constituent Attachment Description | RE media description converted to CRM title, but the title field was much shorter. Created Description field in CRM to hold longer values. | Click for more |
| Extended Tables | Stewardship Reports | Extend Prospect Research Request | Purpose as a Record Type on the Add a prospect research request. When purpose is selected, a purpose search form is presented and the selected purpose adds all constituent records who are active stewardship recipients to the prospect research request list. | Functional Spec |
| Extended Tables | Stewardship Reports | Stewardship Recipient Comment | This customization is intended to capture a comment and a user when a stewardship recipient is added to or modified on a Purpose record. | Click for more |
| Extended Tables | Administration | Solicit Code Comments | Extend the length of the CRM solicit code comment field to memo length. | Functional Spec |
| Extended Tables | Attributes | Inactivate Attribute Categories | This feature allows Affiliate Admins to make an attribute category inactive, so it can't be added to new records. | Inactivate Attribute Categories |
| Global Changes | Prospects | Maintain Associated Prospect Managers | This customization adds or removes associated prospect manager based on the prospect manager assigned to the primary household member. | Click for more |
| Global Changes | Research | Add or Edit Model Score Ratings | This process calculates a rating or model score based on a variety of criteria and adds/updates the score nightly. The logic used varies by affiliate. | Functional Spec |
| Global Changes | Research | Add or Edit Spouse Model Score Ratings | If a constituent has a rating, and their spouse does not have a rating with the same model score/rating name, then add the rating to the spouse. | Click for more |
| Global Changes | Stewardship Acknowledgments | Add Constituent Interaction | The global change will add constituent interactions and attributes based on either a constituent selection or a revenue and/or recognition selection to facilitate Custom acknowledgements; custom acknowledgements are manually written personalized letters for donors and prospects. The Custom Acknowledgments Process is mainly used by MGH. | Click for more |
| Global Changes | Revenue | Add Revenue Campaigns | Globally add campaign to revenue transactions based on a revenue application selection. | Click for more |
| Global Changes | Research | Clean up Duplicate Model Score Ratings | If a constituent has multiple ratings with the same model score/rating name, then we want to mark one of the ratings as previous. Multiple ratings often happen when constituents are merged or during import, and had led to confusion by end users and in queries and reporting. | Click for more |
| Global Changes | Administration | Manage Attributes | Add, delete, or replace values in any attribute category | Click for more |
| Global Changes | Marketing and Communications | Nightly Marketing Effort Refresh | Marketing Efforts, once activated, needs to be added to the 'Marketing Effort Refresh Queue' in order to reflect gifts that are received. This automated process automatically refreshes all active Marketing Efforts. | Asana Task |
| Global Changes | Revenue | Manage Tributes, Recognition Credits, and Solicitors on Pledge Payments and MG Claims and MG Payments | This global change ensures that pledge payments, matching gift claims and their associated payments are in alignment for reporting and analysis specifically for tributes, solicitors, recognition credits and attributes. | Functional Spec |
| Global Changes | Prospects | Edit Prospect Status (custom) | Set the prospect status based on review of proposals, assigned status and actions | Click for more |
| Global Changes | Constituent | Add Constituent Solicit Code (custom) | Use this Global Change to add a Solicit Code to a selection of constituents. This custom version writes to the extended Solicit Code Comments field. | Click for more |
| Global Changes | Constituent | Delete Constituent Interactions (custom) | This Global Change type can be used to delete a selection of interactions. | Click for more |
| Global Changes | Constituent | Update Correspondence Sent Date | Updates the sent date on all correspondence records created by a specific correspondence process run. | Click for more |
| Global Changes | Prospects | Manage Opportunities Global Chagne | This Global Change can update a number of fields on a selection of opportunities. | Click for more |
| Other Features | Administration | Region Code | The ‘Region Code’ will be surfaced on a custom tab on the constituent record, and will auto-populate based on the defined criteria. The Region code will be tied directly to all of the constituent’s addresses, and can have a many-to-one relationship with each specific address. An administrative function allows users to configure the matrix by which these codes are to be assigned to constituents. This matrix is based on geographic data, including country, state, zip, and county. | Functional Spec |
| Other Features | Administration | Business Unit Goals | You can have up to 3 levels of business unit goals to accommodate development units and sub units, for example Annual Giving and sub units of Individual Giving, Email, etc. | Functional Spec |
| Other Features | Stewardship Acknowledgments | Custom Acknowledgement Process | Constituent Interaction Revenue tab with actions to add, edit and delete the revenue link(s). This is to facilitate the custom acknowledgement process. The Custom Acknowledgments Process is mainly used by MGH. | Click for More |
| Other Features | Prospects | Filter by Associated Prospect Manager | A filterable column that shows the associated PM if there is one. This column/filter was created for the Invitation Preview Tab on Events, but can also be seen in other areas. | Functional Spec |
| Other Features | Events | Linking registrations to Desigs and Defaulting revenue | For team fund raising events, a participant or team may raise money for a specific designation, and this is not necessarily the designation tied to the event. Mass General Brigham requires the ability to associate a team member with a designation. When revenue is added and associated to the solicitor (team member) and the event appeal, the designation tied to that team member should default onto the revenue application. | Functional Spec |
| Other Features | Revenue | Classy Integration | Massachusetts General Hospital uses Classy software for their online event fundraising. Gifts made online will be imported through Brightvine’s Import tool into an Enhanced Revenue Batch. Classy will pass a Page ID, Team ID and/or Campaign ID that needs to be linked to an Event, Appeal, Designation, Solicitor, Tribute, Start date and End date. This will be presented in a custom table with full view, add, edit and delete capabilities to administer. This table will be used when importing transactions to bring in data links upon import | Functional Spec |
| Other Features | Ad-Hoc Query | Date Marked Deceased Indicator | Mass General Brigham has notifications keyed off the date a constituent is marked deceased. This customization received from Steve Lonsinger(Blackbaud) adds the date the deceased information was created to Ad Hoc Query. | Functional Spec |
| Other Features | Ad-Hoc Query | Query View Extension - Sort Names | On migration to CRM we noticed there was no sort name in query view, so we added an additional name format for the individual sort name. | Functional Spec |
| Other Features | Ad-Hoc Query | Query View Extension - ZIP First Five | The OOB query view for addresses in CRM is zip plus 4. This customization would add an additional field for zip for all addresses and for primary address for the first 5 characters. | Functional Spec |
| Other Features | Ad-Hoc Query | Query View Extension - Revenue Recognition Defaults | The OOB query views do not allow users to query recognition defaults set on relationships. This customization allows selection of the revenue recognition defaults set on the relationship screen. | Functional Spec |
| Other Features | Administration | Attribute Category GUID | Shows attribute category GUID & enables it for new records. This is so we can keep GUIDs consistent between databases. | Click for more |
| Other Features | Reports | Reporting Tab | The Reporting Area is completley customized to Mass General Brigham business needs. | Functional Spec |
| Other Features | Revenue | Generate Revenue Update Batch | Added four additional filters to the Reveneu Update Batch: GL Post Date (on gifts that have not been posted), Inbound Channel, Source Code, and Letter. | Functional Spec |
| Other Features | Stewardship Acknowledgments | Tribute Notifications | Due to the high volume of tribute donations received, Mass General Brigham customized around identified functional gaps to improve the business processes around this area. | Functional Spec |
| Other Features | Events | Registration Form Changes | surface seating notes on registration, add a comment field when registering, add a participation type field that may be added when registering or later, and display relationship type as well as name when adding guests. | Functional Spec |
| Other Features | Marketing and Communications | Replace OOB Search for Appeals | Add option to search by description. | Click for more |
| Other Features | Revenue | Revenue Classification | extends the Financial Transaction table to add a classification code table and an amount field. | Functional Spec |
| Other Features | Ad-Hoc Query | Step Category Subcategory | surface the category and subcategory fields under the Prospect Plan >> Steps node in Query | Functional Spec |
| Other Features | Prospects | Opportunity Record | Customizations around the opportunity record, including: reset tab order on add/edit screen, add anticipated amount and date fields, update how the distribute evenly button functions, and alowing fields to be edited depending on opportunity status. | Functional Spec |
| Other Features | Stewardship Acknowledgments | Custom Acknowledgements | This page is designed to facilitate the management of custom acknowledgements. | Click for More |
| Other Features | Marketing and Communications | Appeal Donor Information Tab | Provides a list of constituents who have made commitments to a particular appeal. | Click for more |
| Other Features | Events | Event Revenue tab | The Event Revenue tab shows all Event revenue. | Click for more |
| Other Features | Events | Event Summary | Event Summary | |
| Revenue | Ad-Hoc Query | Relative Fiscal and Calendar Year | This customization provides a way to include relative fiscal or calendar year references in your queries. | Click for more |
| Smart Fields | Constituent | Primary Constituency | Mass General Brigham has customized a smart field to be used to identify the primary constituency, based on preconfigured constituency hierarchy. | Click for more |
| Smart Fields | Revenue | Constituent Revenue Application | Mass General Brigham has customized a smart field to be used to identify the largest gift regardless of its application splits. | Functional Spec |
| Global Changes | Constituents | Update Primary Email Address | Identifies records where the Primary email address is not mailable and marks another email address as Primary. | Click for more |
| Constituents | Recognition Programs | Recognition Summary | This summary page shows program recognition and counts by fiscal year, calendar year or date range at both the individual and household recognition level. | Click for more |
| Constituents | Prospect | Research Tab | The Research tab includes a list of notes with a note type that begins with “Research Profile:” and a list of attachments with an attachment type that begins with "Research:". | Click for more |
| Other Features | Events | Invitees Registered Date Column and Filters | CRM has been modified to add an invitee registration date range filter and columns to show who added each registration and when. | Click for more |
| Other Features | Fundraising | Fund Inactive Indicator | This customization displays the text Inactive in red to make inactive funds more visible. | Click for more |
| Global Changes | Revenue | Add Matched Gift Appeal and Attributes | This global change copies appeal and select attributes to matching gift claims and payments from the original payment | Click for more |
| Constituents | Interactions | Summary Tile for Households | The custom Documentation and Interactions summary tile does not allow for entering records on Households. | Click for more |
| Constituents | Interactions | Add Interactions for Members of a committee or group | This custom Add Interaction form enables users to quickly create an interaction for all members of a group or committee. | Job Aid |
| Constituents | Administration | Constituent Data Integrity Workspace - Relationships | The relationships tab shows invalid relationships per the Valid relationship pairs table. | Click for more |
| Constituents | Administration | Manage Valid Relationship Pairs | A code table where Affiliate admins can establish relationships valid for their affiliate. | Click for more |
| Other Features | Prospects | Manage Prospects and Plans in Bulk | The Manage Prospects and Plans in Bulk feature has been customized to reflect existing prospect management functionality in other part of Atlas | Click for More |
| Constituents | Patient | Patient Contacts | A data list on the Patient Summary tab showing patient contact information | Click for more |
| Global Changes | Constituents | Update Epic Patient Contacts | Use this global change to maintain the patient contact data on the Patient Summary tab. | Click for more |
| Security | Constituents | Epic Exclusion Constituencies | Use this to secure patient data based on constituent codes | Click for more |
| Other Features | Marketing and Communications | Mailing List Review | This customization facilitates a process similar to the Invitation Preview tab on Event Records and the Pending Event Tasks tab on the My Fundraiser Page. | Click for more |
| Constituents | Prospects | Link a Plan to an existing planned gift | Standard CRM functionality requires that if you want to associate a planned gift with a fundraising plan, you have to create it via the planned gift tab on the plan; with this customization, you can link one that already exists. | Job Aid |
| Global Changes | Constituents | Delete Alternate LookupID (custom) | This global change deletes a specific type of Alternate Lookup ID from all constituents or a selection of constituents. | Click for more |
| Global Changes | Constituents | Update Visits After MRN Change | This global change will move the visit data to the correct patient constituent when the affiliate MRN has been updated. | Click for more |
| Constituents | Recognition Programs | Recognition Program Constituent Exclusions | This customization allows for a recognition program limited to a selection of constituents. | Click for more |
| Constituents | Revenue | Revenue Designation Data Lists | All transactions have a customized data list for designation details, including a hyperlink to open the designation record. | Link to Functional Spec |
| Global Changes | Prospects | Historical Bulk Process Update | This global change can be used to make a selection of fundraising plans historical. | Click for more |
| Other Features | Prospects | Historical Prospect Plans Bulk Update List Builder | The Historical Prospect Plans Bulk Update List Builder provides users with a way to review and bulk update Prospect Plans. | Click for more |
| Other Features | Prospects | Generate Stewardship Step Update Batch Process | The Generate Step Update Batch Process creates a Stewardship Plan Update Batch, which can be used to make bulk updates to a selection of Stewardship Plan Steps. | Click for more |
| Batch | Plans and Opportunities | Batch Opportunity Drop Down List | The Opportunity drop-down list in Batch has been enhanced to show additional information, making it more useful for identifying the proper Opportunity. | Click for more |
| Batch | Prospects | Show Prospect Manager in Batch. | Prospect manager (or Associated prospect Manager) for a constituent can now be displayed in enhanced revenue batches. | Click for more |
| Other Features | Prospects | Interaction, Step, and Stewardship Step Properties | The properties windows shows when a particular record was added to the Atlas database and by which user. | Click for more |
| Other Features | Stewardship Plans | Enhanced Stewardship Step Associated Plans Selection Form | The form to select fundraising plans to associate with a stewardship step has been enhanced. The original form included only the plan name, making it difficult for users not familiar with the constituent’s fundraising plans to select the proper row(s). | Click for more |
| Global Changes | Constituents | Delete or Inactivate Constituents | Delete or inactivate a selection of constituents, including those with patient data. | Click for more |
| Other Features | Solicitor Search | Custom Solicitor Search | A custom solicitor search list with the same fields available in the Constituent search by name and lookupid | Click for more |
| Other Features | My Fundraiser | Upcoming Birthdays List Builder | A custom list builder enabling for sorting by month and day (instead of just date). | Click for more |
| Other Features | Acknowledgements | Review Acknowledgements List Builder | A custom list builder to facilitate use of the Review Acknowledgements page. | Click for more |
| Batch | Tributes | Show acknowledgee details and Note. | A custom window showing lookupid, address, and more for each acknowledgee, plus the full text of the Tribute note. | Click for more |
| Constituents | Constituent | Constituent History Tab | A list builder showing constituent audit data. | Click for more |
| Global Changes | Marketing | Truncate Direct Marketing Segmentation Exclusions | Deletes marketing exclusion data that is no longer needed. | Click for more |
| Global Changes | Constituents | Manage Address Types | This Global Change can be used to modify the Address type on a selection of addresses. It can be found in the Constituent\Addresses node. | Click for more. |
| Global Changes | Constituents | Manage Email Address Types | 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. | Click for more |
| Global Changes | Constituents | Manage Phone Types | This Global Change can be used to modify the Phone type on a selection of phone numbers. It can be found in the Constituent\Phone node. | Click for more |
| Constituents | Constituent | Constituent Activity Calendar | The Constituent Activity Calendar provides a visual means of all correspondence, touchpoints, communications, and other fundraising activities for a constituent. | Click for more |
| Batch | Revenue | Non-charitable Event Registration Designations | Replaces standard CRM functionality where Designation is blank on the non-charitable Event Fee application of a revenue transaction. | Click for more |
| Global Changes | Revenue | Global Change/Delete unprocessed/unacknowledged revenue letters | This global change to clean out Revenue Letters that have been assigned to Constituents in error. | Click for more |
| Batch | Designations | Batch Extension >> Designation ID | A batch extension to include Designation ID. | Click for more |
| Global Changes | Administration | Add a Global Change enhancements | Enhancements to the Add a global change window, including filters and a longer description. | Click for more |
| Batch | Administration | Batch History | A list builder showing the batch audit table. | Click for more |
| Global Changes | Constituents | EPIC Patients - Delete Future Visits Global Change | This Global change deletes Epic visits marked as future visits that are no longer in the future and future visits that have been cancelled in Epic. | Click for more |
| Smart Fields | Constituents | Smart Field/Patient Visit Count | Use to calculate the total number of patient visits for a constituent. | Click for more |
| Prospects | Ad-hoc query | WealthPoint Screening Date extension | Additional columns to allow selecting data relative to the current date. | Click for more |
| Other Features | Administration | Organization Options | A variables table to control behavior throughout Atlas. | Click for more |
| Constituents | Stewardship | Stewardship Report Interactions | An option to track stewardship reports via Interactions. | Click for more |
| Global Changes | Prospects | WealthPoint Model Score Maintenance Global change | Adds model scores based on WealthPoint Estimated assets | Click for more |
| Prospects | Prospects | WealthPoint Screenings tab | Additional columns and multi-select option added to the WealthPoint Screenings tab | Click for more |
| Revenue | GL Validation | Deposit Numbers | A list builder to facilitate adding the Deposit number attribute to revenue records. | Click for more |