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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.

7 comments · 5 years ago

90  Points
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System Admin (HFHSVV)

Affiliation Viewer

There should be a "Affiliation Viewer" just like the "Relationship Viewer" in the Non-Profit Starter Pack.

2 comments · 6 years ago

20  Points
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Sonny Cloward

Gift Entry - Pending Donations Message

This message for pending donations needs to be editable with rich text. When users are doing vast numbers of gift entries, this is not prevelent enough out of the box. Show more

0 comments · 3 days ago

130  Points
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Hannah West

Deactivate Gift Entry Batch Templates

We'd like to be able to deactiave old batch templates so that they are not available for users to apply to new Gift Entry batches.  

0 comments · 23 days ago

100  Points
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Kate Hyde

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 · 13 days ago

600  Points
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Allison Letts

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
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Katie McFadden

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
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Katie McFadden

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

10  Points
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Hannah West

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 · 6 days ago

10  Points
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Jennifer Lange

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 · 6 days ago

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