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 ...
Getting Started with NPSP Webinar
Dealing with Limited Client Information
We often actually have anonymous donors and in-kind givers. We associate such actions with a contact with the first name “Anonymous” and the last name @Organization, where Organization is ...
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 ...
Display whatever you want on SF1
Create a field specifically to display imporatant adaptive information on SF1 about clients.
Well, maybe not whatever you want but still.
Awesome @Christian Carter (Bigger Boat Consulting) that led me ...
Automatic Donor Statistics
Need a simple way to keep up with who’s giving, who’s stopped, and who’s MPV? These simple fields do all the work. The graphs made possible will not fail to impress.
I don’t have ...
Affiliation Summary Field
Show summary of contact’s organization affiliations in one easy field. Great for list view and reports!
I add a Text field to my contacts called Affiliation Summary. This is denormalized data… ...