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Nonprofit Starter Pack
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62 issues shown
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3
Accepted
Ability to customize the default household name
5
New
Ability to link households directly to opportunities
6
New
Ability to have home, work, and other postal address fields work like home and work phone fields currently work.
7
New
Ability to specify one or more opportunity record types as a filter for the donation history fields in the organization record.
8
New
Ability to roll opportunity information up to a contact, even if the contact works for an organization.
10
New
Problem using system_household_processor
13
New
Relationship records should behave like Organization Affiliation records, in that only one Relationship record should be created for each new relationship.
15
New
Upon Lead conversion, it would seem to make sense for the converted contact to be flagged as "primary" on the created opportunity's Contact Role (it currently is not).
17
Accepted
Figure out best Household plan
27
Accepted
Bulk data loading causing exception errors
28
Accepted
Problem with too many query rows after conversion from bucket to one to one
29
Accepted
Household addresses were imported with line breaks but now they are missing the line breaks
30
Accepted
Unidentified unhandled exception in Relationships
31
Accepted
Unidentified unhandled exception in Recurring Donations
32
Accepted
Unidentified unhandled exception in Affiliations
33
Accepted
Unidentified unhandled exception in Contacts and Organizations
34
Accepted
Install problem with Contact and Organization causing exception
35
Accepted
Unidentified unhandled exception in Households
41
Accepted
Lead Conversion does not allow for merging with existing Contacts
46
Accepted
Contact created with Phone, HomePhone and Preferred Phone set to 'Home' loses the Phone data
48
Accepted
Contact created with Email, HomeEmail and Preferred Email set to 'Personal' doesn't write HomeEmail to Email
56
New
Changes to Household members don't rename the Household
57
New
Changes to Contact's home address don't propagate to the Household
58
New
Household donation information is not reportable
65
Accepted
DMLs throughout all packages are not protected from unhandled exceptions
71
Accepted
Template Conversion package needs bulk tests
82
Accepted
Data From Previous Record Pre-Populates When Using "Create New..." Button on Sidebar
84
Accepted
Contact validation rules can cause problem with Outlook Sync
90
New
Converting a Lead to One-to-One Invidividual Account doesn't create an Opportunity
100
New
Would like control over the Contact Role that Opportunities created with Recurring Donations get
112
Accepted
Need documentation explaining the choice between the bucket model and one-to-one
114
Accepted
Households with no members are only deleted when the Contact is deleted or has Household blanked out. If a Household loses it's last member on Contact Update, it is not deleted
115
New
Editing Household Members can create duplicate Housholds
116
New
Duplicate auto-generated Affiliation record
117
Accepted
Updating a Contact in One-to-one throws error when there are two Contacts in the one-to-one org
118
New
Update of existing Recuring/Pledge Donation record does not update related opportunities
119
New
A chart that lists all the fields that are auto-populated, and from where.
121
Accepted
Setting a Household field to required causes Household creation to fail with no message to the user
122
Accepted
Marking an existing Contact as private does not blank out the Account lookup
123
Accepted
Add ability to change labels of managed package fields
124
Accepted
Selecting a Contact as winner in contact merge jumps focus to the search box
125
Accepted
Hitting return when searching in Contact Merge doesn't run a search
128
New
Increase the installment limit in Recurring Donations
130
Accepted
Import Accounts/Contacts with standard import wizard creates duplicate Contact
132
Accepted
Once a Contact gets a one-to-one Account, that can't be changed to a new one-to-one Account
133
Accepted
Opportunities created for one-2-one Accounts won't get a Contact Role unless they are created from the Contact record
134
Accepted
Nonprofit Starter Pack does not support Giftaid process (UK requirement)
135
Accepted
If Do Not Call checkbox is checked, have preferred phone set to "Do Not Call"
143
Accepted
Preferred Email picklist has different values from email fields
144
Accepted
Merge button doesn't appear in Firefox when Contacts are selected in Contact Merge
145
Accepted
"Create New" sidebar component creates multiple Contacts under 1to1 Account
146
Accepted
Deleting a 1to1 Contact with a closed/won Opportunity succeeds (leaving Account)
147
Accepted
Adding Phone and Mobile Phone to a new contact causes the Mobile Phone to be lost
148
Accepted
All s-controls need to be replaced with VisualForce
149
Accepted
Create a web API for directly creating donations
151
Accepted
Contact roles could be automatically created for all Household members on Opportunity creation
152
New
CRMFusion DupeBlocker does not successfully prevent duplicate contacts when NPSP is installed
153
New
Control which contacts get a household by record type
154
Accepted
Household tests are data dependent--rely on Contacts and orgs package
155
Accepted
Contact Donation History relies on an S-Control
156
Accepted
Household Donation History relies on an S-Control
157
Accepted
Contact Merge search intermittently returns results
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