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NPSP Customizable Rollups

Jan 16, 2019, 11:00 PM – Jan 17, 2019, 1:00 AM

Do you long for more flexibility in your fundraising summary data? Want to rollup hard and soft credits to accounts or contacts? With NPSP's new-ish customizable rollups, you can have it all! Join us to hear from Gary Secor of Cloudtroupe LLC about this exciting new feature of NPSP!

About this event

Rolling up donor data is an essential part of fundraising with the Nonprofit Success Pack. And, since every nonprofit is unique, it is especially important that you're able to roll up exactly the data you need, and to the right records. Imagine that you have a call with a major donor, and you want to go into it armed with the knowledge of their lifetime giving to your organization. Without the right rollups, this would be a tedious, manual process that could take a tremendous amount of time. Additionally, you might have incorrect information. So, what if we told you that you could roll up Payments along with Opportunity data? And what if we told you that you could create your own custom rollups, where you define the field to roll up to and the filters to use?

When

When

January 16 – 17, 2019
11:00 PM – 1:00 AM UTC

Group Leaders

  • Justin Gavette

    Operatus

    Community Group Leader

  • Rachel Ciprotti

    Community Group Leader

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