Rollup Fields & Formulas

Membership Rollup Field Fixed

Membership Rollup field was fixed; the Opportunity Record Type is now set to Membership.

In NPSP, the Membership Rollup has an incorrect default filter rule setting. All donations, regardless of record type, roll up to the Membership fields (i.e. Total Membership Amount, Last Membership date, Last Membership Amount, etc.). By filtering this rollup field by the Membership Opportunity Record Type, only revenue from Memberships now show up in the rollup field.

New Rollup Fields

Soft credits are used to give multiple accounts or contacts credit for gifts received. Third-party platform gifts from entities like Facebook and Donor Advised Funds (DAF) can make reporting and strategize around donors difficult. To solve this, we created a series of fields and rollups:

First Account Soft Credit Amount

First Account Soft Credit Date

First Contact Soft Credit Amount

First Contact Soft Credit Date

First Hard Gift Amount

Last Account Soft Credit Amount

Last Account Soft Credit Date

Last Contact Soft Credit Amount

Last Contact Soft Credit Date

Total Account Soft Credit Amount

Total Account Soft Credits This FY

Total Account Soft Credits Last FY

Total Contact Soft Credit Amount

Total Contact Soft Credits This FY

Total Contact Soft Credits Last FY

Date Formulas Created

Formulas were created to determine First and Last Gift Dates Soft or Hard:

Days Since First Gift (Formula - Number)

First Gift Date Soft or Hard

Days Since Last Gift (Formula - Number)

Last Gift Date Soft or Hard

Consolidated Currency Rollups

Formulas were created to consolidate currency fields so users can pull reports that combine all the rollups:

Total Gifts Soft or Hard All Time

Gifts Soft or Hard This FY

Gifts Soft or Hard Last FY

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`Next: Automation & Reports`⁠
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