Gift Entry – There are many options. Which is right for you? May 28, 2019 by Paul Keogan Thinking in: CRM/AMS, Salesforce, StrategySalesforce’s NonProfit Success Pack (NPSP) gift entry and payment flexibility was certainly not a strength a few years ago, but NPSP has come a long way over the past few years. We thought it would be good to provide an update. This tip is going to focus on traditional gift (check) entry. If you’re interested… Read More
Using Cross Filters on Reports April 25, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceHave you ever had a need to search for something that hasn’t happened or doesn’t exist in Salesforce? Try cross filters. Here’s how.
Big Increase in Salesforce Data Storage Limits February 14, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceWith Salesforce’s Spring 2019 release, the base data storage limit is increasing from 1 GB to 10 GB. Up until now, many nonprofits needed to be careful about their data storage limits and several of our clients needed to purchase additional data storage, so if you have purchased additional data storage, please check with your… Read More
