To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:
Select the membership record type for membership rollups:
This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.
[Reference: CertGod-NONPROFIT-CLOUD-CONSULTANT.pdf - Question 5, states the need to select the appropriate membership record type to ensure correct rollups., Create an Opportunity record type for memberships:, Opportunity record types allow different types of opportunities (such as donations, memberships, etc.) to be tracked and managed separately. Creating a specific Opportunity record type for memberships ensures that these are properly categorized and can be used in rollup calculations., Reference: CertGod-NONPROFIT-CLOUD-CONSULTANT.pdf - Question 5, emphasizes creating a specific record type for memberships for proper tracking and rollup., ]
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