Ideas - Salesforce Trailblazer Community
Trailblazer Community
Post an Idea
100  Points
Open
Idea has been posted. Give it an upvote or downvote.

Use Lookups with Validation in Gift Entry

Currently using Lookup fields which have filter validation is not supported in Gift Entry. The lookup filters on TARGET field prevent ANY records from displaying in Gift Entry, even if you include that same filter on the NPSP Data Import Object field… Show more

1 comment · 8 days ago

370  Points
Open
Idea has been posted. Give it an upvote or downvote.

Support Quick Text in Client Notes

It's common for case managers to have standard categories and responses for client notes that they edit/customize as needed. If the Salesforce Quick Text feature supports Client Notes then this would be straightforward to do.

2 comments · 10 months ago

600  Points
Open
Idea has been posted. Give it an upvote or downvote.

Exclude certain record types from household naming

Often, households include both adults and children. For fundraising purposes, organizations often want to address mailings to only the adults in the household. It *feels* like you should be able to exclude record types from household naming… Show more

4 comments · 3 years ago

760  Points
Open
Idea has been posted. Give it an upvote or downvote.

NPSP Data Import Tool - Enhanced Matching Criteria

The NPSP Data Import Tool currently allows us to match existing Contacts based on one of the following criteria: * First Name, Last Name and Email * Last Name and Email * First Name and Email * First Name and Last Name * Email Only * First Name, Last… Show more

2 comments · 3 years ago

370  Points
Open
Idea has been posted. Give it an upvote or downvote.

Maximum Donor Streak

Customizable Rollups currently include a Donor Streak metric, which counts how many consecutive years the Contact has given leading up to and including this year. For example, if the Donor Streak is 5, then the contact has given for 5 consecutive… Show more

3 comments · 3 years ago

240  Points
Open
Idea has been posted. Give it an upvote or downvote.

Button to email PMM Cohort participants

My users would LOVE a button/quick action/flow that allows them to send a list email to all of the program participants who are also members of a cohort.*** Originally created by Matthew Martin (The Roman Catholic Archdiocese of Vancouver) in the… Show more

5 comments · 1 year ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Gift Entry Help Text

Enable "Help Text" in Gift Entry so that the Help Text defined on a given field is visible on the Gift Entry screen just like it is on the page layout.  When users are entering items into Gift Entry, the Help Text would be beneficial to… Show more

0 comments · 1 day ago

50  Points
Open
Idea has been posted. Give it an upvote or downvote.

In Memory of option on Elevate

I work for a non-profit who often gets asked how to make a gift in memory of someone.  Currently that option isn't avaiable to add on elevate.  Would be great if it was!  After all, the option is listed in the NPSP opportunity record.  :)  Thank… Show more

0 comments · 5 months ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Change DEFAULT Values in Batch

I love setting DEFAULTS for my Batch, but I'd like to change them part way thru the Batch.For example, during a direct mail campaign, most of my mailed gifts go to that campaign, So I'll default to Campaign X, and add a slew of gifts.The… Show more

0 comments · 1 day ago

100  Points
Open
Idea has been posted. Give it an upvote or downvote.

Filtering Service Participants that shows up on Track Attendance

Now all Service Participants, no matter their Status, are showing up on the Track Attendance. It would work best for us if only Service Participants with 'Enrolled' status would show up on 'Track Attendance'. We use the Status field… Show more

1 comment · 5 months ago

1 to 10 of 500 | Next