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Hello NPSP Salesforce friends and experts!

We are using NPSP at Seattle Tilth. I am their de-facto Salesforce troubleshooter.

Our wonderful data input volunteers are inadvertently making mistakes when adding new member information in the Opportunities page. The Membership End Date date input box on the page has next to it an underlined default date which, when clicked, quickly populates the date box with the default date. Unfortunately, the default date is today's date Today(). This makes the end date the same as the start date, whereas it should be a year from now: Today()+365.

Our data input volunteers frequently click this link and unfortunately today's end date triggers work rules that sends out membership renewal email reminders. This is not good, as you can imagine.

I am trying to change the default value of the clickable value of the underlined date field, Membership_End_Date. It's a javascript:DatePicker.insertDate('1/7/2015','00NA0000006iW3y'.true);

I have tried changing it through

Setup/Customize/Opportunities/Page Layouts (the link is not displayed/customizable)

and,

Edit Opportunity Custom Field (this is a managed custom field which does not allow full edits)

to noavail.

Any suggestions/tips/ideas to change this default behavior is most welcome! Thank you so much in advance,

Ken.

2 件の回答
  1. 2015年1月7日 21:12
    Thanks, Thomas.
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