PUB Crawl - Issue 120

It's time to flip up your tray table and return your seat to its upright and locked position. I'm going wheels up to kick off the NPSP Day 2018 tour on Thursday with our first community unconference in Dallas! With so much new energy in our community, I'm excited for the year ahead and looking forward to seeing many of you on the road.

To get you prepared for the week, and before I go wheels up into the skies, take a moment to enjoy this week’s PUB Crawl. Grab a warm beverage of your choice and enjoy this week’s roundup of knowledge.

Great Posts

1) How to create an easy donor retention report

@Sara Haugen

https://powerofus.force.com/0D58000003vz9Nc

If you're trying to report on potential drop-off points on year-over-year donations, what's the best way to expose this easily?

2) Does anyone have helpful information about archiving records?

@Brian Sawyer

https://powerofus.force.com/0D58000003vDI6o

Without a "Sweep Under the Rug" button available, what's the best way to handle piles of records that need to be cleaned up to save space in your org?

3) How do you use NPSP for managing program or constituent data along with the normal NPSP data?

@Matthew Henry

https://powerofus.force.com/0D58000003vBjv9

While the NPSP is fantastic for fundraising management, what's the best way to use the NPSP for program management?

4) Have you started a new trial of NPSP in the last week or so and noticed anything different?

@Judi Sohn 

https://powerofus.force.com/0D58000003vzN3b

If you've started a new NPSP trial recently, you're getting a great new view of Lightning Experience Apps for the NPSP and Volunteers for Salesforce.

5) Number of donors instead of number of gifts?

@Erin Miller 

https://powerofus.force.com/0D58000003w1Ror

The NPSP makes it easy to count individual donations, but how can you count the number of unique donors?

6) Enter a Trust as a Household or an Organization?

@Jason Selvidge

https://powerofus.force.com/0D58000003w1VUu

If it walks a household, but talks like a trust...how the heck do we record this in the NPSP?

Great Events

1) WEBINAR: The New Tax Law and Smart Nonprofit Fundraising in 2018 - January 25 @ 3pm ET

@Tim Forbes

https://powerofus.force.com/0D58000003u8jgY

I can't control the craziness in DC, but I know folks that can help prepare your fundraising team for what's likely to be a big change in charitable donations in 2018.

2) NPSP Day Dallas - January 25, 2018

@Ryan Ozimek

https://powerofus.force.com/0D58000003qlDue

This week, we're bringing the NPSP Day tour to the Lone Star state! Looking forward to seeing you all down in Texas on Thursday!

3) HUB Office Hours - Fri, Jan 26 @ 12pm EST

@Caroline Renard

https://powerofus.force.com/0D58000003uVYUp

Get ready for another fantastic HUB Office Hours this week with our very own Tim Forbes alongside Terry Cole.

4) NPSP Day Minneapolis - March 1, 2018

@Ryan Ozimek

https://powerofus.force.com/0D58000003vdXbx

Kick off March with our second NPSP Day in Minneapolis! A huge thank you to our friends at Mia for providing an amazing venue.

5) Salesforce.org Open Source Community Sprint - March 5-6, 2018

@Judi Sohn

https://powerofus.force.com/0D58000003uWeQw

The NPSP and HEDA communities coming together under one roof...maybe with Mickey Mouse? Join in on the first Salesforce.org Open Source Community Sprint for both projects combined into one event.

6) NPSP Day New Orleans - April 10, 2018

@Ryan Ozimek

https://powerofus.force.com/0D58000003p1HR0

Get your Salesforce knowledge on right before the Nonprofit Technology Conference.

7) NPSP Day New York - June 21, 2018

@Ryan Ozimek

https://powerofus.force.com/0D58000003vdXu1

Mark your calendars for our second NPSP Day in the Big Apple!

8) NPSP Day Bozeman - August 16, 2018

@Ryan Ozimek

https://powerofus.force.com/0D58000003wT4ul

Under the big blue skies of Montana, the Salesforce non-profit community will be gathering for the second NPSP day in Bozeman!

Great Ideas

1) Additional Merge Button at Bottom of Merge Contacts Screen

@Megan Pietruszka

https://powerofus.force.com/hub-ideas/1294

Sometimes, just the position of a button on a screen can lead to user joy. This might seem small, but could speed up the merging process in an already not-so-much-fun process.

That's all for this week! Did I miss something? Have any tips or suggestions? Send all tip jar suggestions to me at cozimek@picnet.net.

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Keep soaking up the goodness!

Your barkeeper, 

Ryan