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Pin field values in Bulk Service Deliveries
Please add the ability to set "default" values in Service Delivery fields so that they will stick for each row, and not have to be reentered for every row. This is similar to the NPSP Gift Entry functionality when entering a batch. The use…
4 months ago
Removing deceased contacts from the Household Account # of Household Members?
When marking a contact deceased, the NPSP automatically removes them from greetings, and marks them do not contact, email, call, etc. Could it also remove them from the Number of Household Members field on the Account? Or could this be an option in…
4 years ago
Household Account Number of Household Members - untie from Household Naming
The Number of Household Members "Rollup" (NPSP Triggered rollup/calculation field) only recalculates when a Household Naming is calculated - ie, when Household members are added or removed from a Household. This does not account for cases…
1 year ago
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…
1 day 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
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