Hi All,
Today, I installed NPSP App in our Salesforce Sandbox instance (Enterprise Edition).
On the Account level - I can able to see two default record types (Household, Organization), which is expected.
On the Opportunity level - I don't see any default record types like (Donation, Grant, In-Kind Gift, Major Gift, Matching Gift, Membership).
And also, Lead and Contact page layouts are missing. On the NPSP trail org, everything looks good, whereas, in our Salesforce org, there is a lot of things are missing (like no default NPSP lead and contact page layouts
The record types and page layouts are out of the box features comes along with NPSP app, right? I have tried to customize some settings on the profiles level, but no luck!
I don't know what I'm missing here, @Judi Sohn could you please address me this issue ASAP! Very much appreciate it!
Thanks,
Sridhar
Hello @Cori O'Brien , I have a situation in figuring out opportunity stage picklist values in NPSP. I'll try to explain, what I'm trying to accomplish here,
Currently, some users use DC BID app (
https://www.screencast.com/t/fphjQTCTRE), when they create a new opportunity, under stage they see these values (https://www.screencast.com/t/Rh89Y7YnGze)
On another hand, some users use NPSP app, and they want to customize the existing stage values. For example, need to add a value "Pledged" to the stage picklist values. And this pledged value should be shown to only NPSP users, not the DC BID users.
I can control it on the Sales Processes level, but the issue is NPSP users can able to see the newly added values which are good, but even DC BID users are also seeing it. How to control this?
Are there any options where we can control the opportunity stage picklist value?
Highly appreciate your help!
Sri
