#Non-profit Cloud0 discussing

Hello,

I'm trying to learn the NPC logic and I'm not sure I understand which app is the best practice for managing donations grants, pledges, etc. (like in NPSP)

Is there a use for the opportunity /campaign object? what is the difference from the gift designation/ Program? 

What is a major gift and why is it an opportunity and gift commitment? What is the difference between a custom schedule and a recurring schedule? 

For example, in the demo, I saw a gift commitment with a custom schedule of 2 years which you can also do a recurring schedule, so why custom?

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Hey, 

creating households through the guided flow is not sufficient for my needs for several reasons. That´s why I wanted to create my own flow, which is doing the same thing in the end with more customization.

During this I discovered, that the party group relation record is getting created + one business account representing the household.

So far so good - but except from the view through ACR I cannot find anywhere who is involved in this group.

On the party role relationship group record I only see the account lookup, but for example no related list which shows all the other individuals / other companies, which are assigned to this group.

Can anyone help on this please?

#Non-profit Cloud

Hi

My requirement is to calculate the below fields at account level. Will using data processing engine help get these values? Or should I create a flow to get this result? We use NonProfit cloud. Or is there any other workaround?As am new to using Non Profit cloud and also not sure of how to setup data processing engine any suggestions will help me. Thanks in advance.

2 Years Ago CYTD | LY2_CYTD | Currency | rollup

2 Years Ago YTD | LY2_YTD | Currency | rollup

3 Years Ago CYTD | LY3_CYTD | Currency | rollup

3 Years Ago YTD | LY3_YTD | Currency | rollup

4 Years Ago CYTD | LY4_CYTD | Currency | rollup

4 Years Ago YTD | LY4_YTD | Currency | rollup

5 Years Ago CYTD | LY5_CYTD | Currency | rollup

5 Years Ago YTD | LY5_YTD | Currency | rollup

6 Years Ago CYTD | LY6_CYTD | Currency | rollup

6 Years Ago YTD | LY6_YTD | Currency | rollup

#Non-profit Cloud  #Non-profit Cloud Consultant  #Roll-up Summary Fields  #Donations Rollup

Hey there!

I recently got my hands on the NPC and I'm a bit confused about the program management. I noticed it's different from what I'm used to seeing in the program management module. Am I looking in the wrong spot or is there something I'm missing?

I'm used to seeing services, service delivery, program engagement, and other objects in the PMM, but I can't seem to find them in the NPC. Do I need to download the PMM to access these features or are they available in the NPC as well?

Thanks in advance for your help!