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Provide a more accureate label for 'Business Phone' on the Client Card

Our users are very confused by the 'Business Phone' label on the client card.¬†When the 'Phone' field is part of the caseman__ClientCard field set, the label displays as 'Business Phone' regardless of which phone number was… Show more

0 comments · 9 hours ago

60  Points
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Build a way to track Program Hours and not just Participant Hours

Service Delivery based quanitities supports a Participant Hour model. Funders often require reporting on Program Hours (hours of faciliated programming) and we need a way to easily do this within PMM. Trying to build out a Flow that will take care of… Show more

0 comments · 10 days ago

620  Points
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Map Lead info to Primary Affiliation Account not Household Account in NPSP.

It would be awesome if during the process of converting a Lead to be able to map Account info to a Primary Affiliation Account not a Household Account in NPSP through the drop-down menu.

5 comments · 3 years ago

10  Points
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NPSP Settings - Excluded Opp Record Types - dimension limits

The NGO we're working with needs to exclude around 22 record types from the NPSP Settings -> Donations -> Payments -> Excluded Opp Record Types as they don't want to create Payments for those record types, but due to dimension limits… Show more

0 comments · 3 days ago

1,240  Points
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Move Allocations to Payments in NPSP

The current data model does not allow allocation of a payment on an opportunity to a specific fund. This could be helpful from an accounting point of view (connecting the payments/ line items to a fund).

9 comments · 4 years ago

80  Points
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Button to open report in a new window (not in console app)

The ability for a custom button (which leads to a report or other object) to open in a new window as per the selected Behavior "Display in a New Window." With this option selected, it currently does not and it essentially closes the window… Show more

2 comments · 26 days ago

10  Points
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Submit Requirement flow missing behind the button in Grantee Portal

Unfortunately the Submit Requirement button is hard coded by design!?!

0 comments · 4 days ago

20  Points
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Automate schedule changes on Enhanced Recurring Donations

The ability to automate the functionality that is available using the 'Pause' quick action. The use case we have with a number of clients is the need to setup a payment holiday in the future or perhaps to skip some payments coming up to a… Show more

1 comment · 2 months ago

1,080  Points
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Add "Bad Address" to Address Management.

In the triggers that maintain Address records from contacts, it would be great to have a way to mark an address as bad from a contact record and have it maintained across to the Household, current Address record, and other contacts, as other address… Show more

6 comments · 4 years ago

680  Points
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Map custom fields from Engagement Plan Template to tasks.

When creating Engagement Plan Templates, offer a wizard that allows you to map custom fields on Engagement Plans to fields on the tasks created by the plan (much like the Recurring Gift: Opportunity or Opportunity:Payment custom field mappings).… Show more

12 comments · 4 years ago

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