2 roll-up questions:
1) Why does contact creation screen in NPSP have the roll-up donation/soft credit fields. Do values entered there override the auto-calculate roll-ups that would otherwise appear there?
2) Are donation roll-ups supposed to include membership figures? How would I remove the membership values from the tally?
thanks
@Dave Robinson actually it's quite the opposite with Customizable Rollups! We've built in a tool that auto-converts all of your existing NPSP default and User Defined Rollups over to Customizable Rollups so you don't have to recreate them or fuss with them. The only work you may need to to is to ensure that the "Primary Contact" field on the Opportunity is populated as that's how Hard Credit is calculated when you turn them on (rather than by reading the Primary checkbox Opportunity Contact Role).
Any Membership type Opty should have their values roll up to their respective Membership totals, as well as be included in the overall donation amounts. You can exclude them via the NPSP Settings Donations -> Donor Statistics, however it's all or nothing. One of the major benefits of switching to Customizable Rollups is that each individual rollup (either default with NPSP or a custom one you create) gets a filter that is defaulted when you turn them on, but you can edit as you see fit.
https://powerofus.force.com/s/article/NPSP-Opportunity-Donation-Rollups-Overview
