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230  Points
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Add Rollups to Fields on Opportunity for Customizable Rollups

Often we need to summarize data to an Account or Contact - but that data needs to come from a field on the Opportunity. What if we could add a customizable rollup field on the Opportunity? Example: I want to summarize all the designations that a… Show more

2 comments · 2 years ago

30  Points
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Revamp "Partial Soft Credits" to be "Contact Soft Credits"

Opportunities have a related list called "Account Soft Credit". There is another related list called "Partial Soft Credits". I propose renaming "Partial Soft Credits" to "Contact Soft Credits" (to match the… Show more

0 comments · 5 days ago

200  Points
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Rename Account name upon last member deceased

When the last member of a household is marked deceased, rename the Account name for easy reference. For example: add "DECEASED -" followed by the account name. Currently it is difficult to know you are viewing a household with all… Show more

1 comment · 3 years ago

490  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

5 comments · 4 years ago

120  Points
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Household Account Number of Household Members - untie from Household Naming

The Number of Household Members "Rollup" (NPSP Triggered rollup/calculation field) only recalculates when a Household Naming is calculated - ie, when Household members are added or removed from a Household. This does not account for cases… Show more

0 comments · 1 year ago

80  Points
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Report on Upcoming Installments - Enhanced Recurring Donation

As of now in Enhanced Recurring Donation, only a single installment Opportunity is created for the next donation date instead of many records for future installments. However now we cannot generate a report on the upcoming installments and as per… Show more

2 comments · 3 months ago

210  Points
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Enable lookup filter on primary affiliation and organizational affiliation

Most of our Account records are for Households, so we want to filter that record type out when affiliating contact with an organization. Currently it is not possible to add a lookup filter to this managed object

0 comments · 1 year ago

10  Points
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Make Upcoming Instalments retrieval visible to Flows

With Enhanced Recurring Donations, you can get the upcoming donations schedule but you need to be a developer to be able to use this facilityIt would be great if this could be made avaialble to admins who build flows.  [To do this, there would need… Show more

0 comments · 3 days ago

540  Points
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Alow negative values on GAU Allocations

It would be helpful for refund management and closer ties to accounts systems to be able to store negative values in a GAU Allocation. An example could be where a donation is made and then refunded but the refund is treated as a separate transaction… Show more

4 comments · 3 years ago

110  Points
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Allow users to create Contacts/Accounts directly in Gift Entry

In Gift Entry, lookup fields such as "Data Import: Primary Account Match" and "Data Import: Potential Primary Contact Match" don't allow us the option to create a record directly from the lookup, unlike many other areas of… Show more

3 comments · 3 months ago

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