How I have used Volunteers for Salesforce in many unexpected ways
Volunteers for Salesforce (V4SF) is a very nice package. While it’s a separate product from NPSP, it comes with every NPSP organization ...
The Humble Volunteer Hour Data Structure
Getting Started with NPSP Webinar
This video shows how I got started with NPSP doing all the work internall with one person. It wasn’t fast but it was effective for us. I also share documents that served as our spec for the phased ...
Automatic Email and Phone Preferences for NPSP
Three workflow rules that infer the value of the NPSP picklist called preferred email and set it. Saves time when moving or deleting email fields.
The NPSP is awesome in that it allows us to have cell ...
In-kind Giving and Categories of Work using V4SF
I noticed that many of our volunteers bring in-kind gifts with them. And it is true that our in-kind donors usually spend some time behind the scenes collecting, sorting, or delivering their donated items. So it seemed natural to me to record in-kind gifts using Volunteers for Salesforce and to summarize out-of-pocket expenses. In-kind gift receipts and proof for volunteer hours use the same process. We decided to track two types of in-kind hours and several categories to be ready for annual reporting and filing our IRS 990 appendices. You can read more about the solution here. You can access the installation URL for the unmanaged package. No support but you can ask questions (@streethyouth).If in-kind giving looks more like volunteerism to you, track it with Volunteers for Salesforce rather than opportunities.
Volunteer Shift Notes on Web
Display special notes for volunteer shifts on the web
Automatic Donor Statistics
I don’t have ... Affiliation Summary Field
I add a Text field to my contacts called Affiliation Summary. This is denormalized data… ... |