I reviewed the release notes at https://github.com/SalesforceFoundation/NPSP/releases/tag/rel%2F3.193.
I found one area of updates requiring manual updates for the user and admin getting started pages. ...
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I reviewed the release notes at https://github.com/SalesforceFoundation/NPSP/releases/tag/rel%2F3.193.
I found one area of updates requiring manual updates for the user and admin getting started pages. ...
We added a rich tech field on every Volunteer Job to hold a statement of what impact it has had.
Note that we are using our Volunteer Jobs for several different purposes: traditional volunteerism, ...
Who are your most important people? Who are the people most likely to recommend your organization? Who can you ask over and over for help without much risk of “ticking” off (i.e., the dreaded unsubscribe)? ...
We wanted an automatic way to score our engagement with accounts, whether they are organizational or household.
We don’t want this to be a wealth or giving total number but rather a rating of ...
Like most organizations, most opportunities have just a single payment. We make use of information on both the opportunity and the payment, including key payment fields such as date paid (banked ...
We have a text string field on account that is updated by DLRS as follows. We use that to generate text fields helpful in maintaining our account donor bonus stars and useful for finding people who ...
We also provided a flow when a new assessment is created with the Auto First in Period type with a positive date span. We can analyze an initial assessment for a client by setting the type to auto-earliest, ...
We provided a flow which can be run by a user to select a template and a client and then run all the elements assigning a rating to each assessment element. This is a “manual assessment” on a particular ...
We added several objects to support Assessments, primarily for client assessments but potentially for more. First we created a template object. They mostly hold the name and description. If heavily ...
We added a single rich text field to the contact called Calls to Action. It is intended to be merged into outbound marketing communications. The rich text field was made available to custom report types. ...