It’s a common request, especially from Development Directors who came from Blackbaud products.
Can’t I just see a yearly summary of their giving on their contact record?
Well now you can:
Don’t worry, it’s not Lightning only, it works right in your regular old Salesforce page layouts:
Caroline Renard saw a blog post by Michelle Paul and Allison Klein where they used an old bit of Evan Callahan’s Groundwire Base.
Caroline asked me “what would it take to re-implement that, show record types, and make it work with the NPSP and PatronManager?” I replied “a donation to TeenTix, a weekend, and I’ll throw in soft credit display as well.” And like that, it came together, and it’s open source and freely available for your organization!
Interested in installing it? Follow the directions here. And look forward to a blog post next week which will describe how you can customize it even further to show more than one grid per page with different summaries!