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540  Points
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Support more target objects in Customizable Rollups

We'd love to see more target objects supported in Customizable Rollups. For instance, rolling up Contacts to Accounts, Campaign Member to Contacts, Payments to Opportunities, and GAU Allocation to Opportunities. As a large data volume org, we&… Show more

8 comments · 2 years ago

60  Points
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Improve NPSP Contact Merge to Select Fields for Contact and Account

Currently, the only way to merge specific Contact and Accounts within NPSP in Lighting is to use the Contact Merge tab. This lets you search for duplicative Contacts and select the winning field value for the two or three duplicative Contacts. … Show more

0 comments · 12 days ago

50  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

1 comment · 5 days ago

190  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

1,010  Points
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Potential Duplicates View Link doesn't point to the NPSP Merge Tool

In lightning if you click on view duplicates from the potential duplicate component it takes you to the standard merge tool. If the org has NPSP we either need a way to over ride that to point to the NPSP tool or a new NPSP view duplicates component… Show more

24 comments · 1 year ago

130  Points
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Affiliations - Organization Field Lookup

The Organization field on the Affiliations object should contain a lookup filter that limits by organization record type or should allow us to create a filter.

0 comments · 4 months ago

470  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

4 comments · 4 years ago

1,000  Points
Up for Prioritization
Up for Prioritization

Show Organization Affiliations on Relationship Viewer

Include a view of any Organization Affiliations on the Relationship Viewer as well as the relationships that currently show to provide a more comprehensive view on the contact record.

6 comments · 4 years ago

1,130  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

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).

10 comments · 4 years ago

900  Points
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Account Associations as Custom Object

Many nonprofits commonly use the "Partners" Object as a means of associating organizational Account records with each other, which is limited in its extensibility and not designed for these kinds of associations (Partner Opportunity… Show more

12 comments · 4 years ago

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