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100  Points
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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

600  Points
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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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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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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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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

10  Points
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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

890  Points
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Indication on Account when all Household members are deceased

A common use case is to mail constituents using a report of Household Accounts, and its always important to avoid sending a letter to any households in which all members are deceased. While it is possible to filter out records in which all household… Show more

10 comments · 5 years ago

120  Points
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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 · 18 days ago

490  Points
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Improve handling of Opportunity Contact Roles when Primary Contact is changed

Currently with NPSP, when the Primary Contact on an Opportunity is changed, the NPSP Triggers will delete all Opportunity Contact Roles (OCRs) and re-create one with the Role = "Donor" for the new Primary Contact. This creates problems when… Show more

1 comment · 4 months ago

260  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 · 2 years ago

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