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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…
9 hours ago
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…
10 days ago
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.
3 years ago
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…
3 days ago
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).
4 years ago
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…
26 days ago
Submit Requirement flow missing behind the button in Grantee Portal
Unfortunately the Submit Requirement button is hard coded by design!?!
4 days ago
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…
2 months ago
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…
4 years ago
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).…
4 years ago
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