Project Manager at Arkus, Certified SFDC Administrator. Arabic linguist and Cryptologist; Naval Aircrewman with 20 years of service. Veteran of both Iraq and Afghanistan wars, and member of the VetForce Salesforce group. Hayley is graduate level certified in nonprofit management with an emphasis on strategic planning and worked in the nonprofit sector prior to joining the Arkus team.
In the third installment of a three-part series, we examine some common yet somewhat tricky use cases fundraisers face and some clever solutions using Customizable Rollups in the Nonprofit Success Pack (NPSP).
In this second part of a three-part series, learn how to configure your own customized rollups and how Hard and Soft Credits work with Customizable Rollups in the Nonprofit Success Pack (NPSP) feature.
In this first part of a three-part series, learn the lingo and be empowered by understanding the options for summarizing critical donor data in the Nonprofit Success Pack.
Mass Quick Actions in Summer ‘18 is a game changer for anyone who needs to update a heap of records quickly, and especially for those working at a nonprofit!