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Home: NPSF > Nonprofit Starter Pack > Nonprofit Starter Pack Affiliations

Package Install

Install from the Current Version Package Installation Link above.

Do not Deploy this package until you have finished the post-install config. Run the installation, but choose Deploy Later.

Post-install Config

1. Contact Page Layout:
   1. Click on Setup | Customize | Contacts | Page Layouts
   2. Click edit next to your default page layout.
   3. On the right side of the screen, below the Legend, change the View pull-down field to Contact Related Lists
   4. Drag "Organization Affiliations" in to the "Related List Section" on the left side of the frame.
   5. Click on "Organization Affiliations" in the "Related List Section" to custom which fields are added to the Affiliations: Account Name, Affiliation Role, Affilliation Description, Affilliation Status, Account Type...
   6. Click OK
   7. Click Save

1. Account Page Layout
   1. Click on Setup | Customize | Accounts | Page Layouts
   2. Click edit next to your default page layout.
      1. If you have you are converting from old Nonprofit Template, this change needs to be made only to the organization layout
      2. If you have other layouts you will need to make this change to each of them
   3. On the right side of the screen, below the Legend, change the View pull-down field to Contact Related List.
   4. Drag the "Affiliated Contacts" to the "Related List Section"
   5. Click on "Affilated Contacts" in the "Related List Section" to custom which fields are added to the Affiliations: Contact Last Name, Affiliation Role, Affilliation Description, Affilliation Status...
   6. Click OK
   7. Click Save