Is there a way to view specific Outbound Funds fields in the NPSP account view?

I want to be able to see the date of most recent grant awarded and the amount (stored in Outbound Funds) while I'm in the NPSP Account view. Is this possible?

6 risposte

Cori O'Brien (Salesforce)
13 ott 2021, 15:01
@Sheri Gurock wow, that would be awesome to get those DLRS recipe's from you. The new DLRS Community team is actually participating in our Sprint next week as well! @Caroline Renard is leading an effort to collect recipes, documents, instructions, etc. from the community and create a "cookbook". I'm sure she'd love to see what you've got! 🙂

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Outbound Funds Module (SFDO Product)

This is a public group to discuss the Outbound Funds Module. This is a foundational solution for foundations and nonprofits who disburse awards and grants to track their funding programs and requests, gain insight on financial commitments and manage disbursements. It is free and open source. This package is designed to work with all Salesforce instances and NPSP is not a requirement. Important note about Funding Requests as of July 2019: If you were an early adopter of the Outbound Funds package, the Funding Request object had a master-detail relationship with Funding Program when you installed it. However, various members of the community requested that this relationship be changed to a lookup to provide more flexibility. This change was made generally available with package version 1.15 as of 7/11/2019.

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Is there a way to view specific Outbound Funds fields in the NPSP account view?

Outbound Funds Module (SFDO Product)

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