Hello!  I am in the process of creating a new object/app and I am trying to add the related lists for RELATIONSHIPS and AFFILIATIONS.  They are not available as buttons on the Page Layout section.  Does anyone know how to make these Related Lists available?

Thanks so much!!

Hello! Does anyone know how to get the parent Campaign to aggregate the following items from one or more child Campaigns?

Total Leads

Converted Leads

Total Contacts

Total Responses

Number Total Opportunities

Number Won Opportunities

Total Value Opportunities

Total Value Won Opportunities

I am finding that the forecasted information added under child Campaigns is not feeding up to the parent Campaign.

Thanks!

Hello!  Does anyone have recommendations for an already established platform that allows for both case management (i.e.. Human Services Salesforce Platform) and donor development (i.e.. Nonprofit Starter Pack)?  I am currently on the Nonprofit Starter Pack trial but it lacks the functionality to manage our caseload of clients, track outcomes, treatment plans, etc.  It would be great to have a program that allows for both OR have a Human Services app that can be loaded onto the Nonprofit Starter Pack or vice versa.

Thanks!

Hello!  I am in the process of creating a new object/app and I am trying to add the related lists for RELATIONSHIPS and AFFILIATIONS.  They are not available as buttons on the Page Layout section.  Does anyone know how to make these Related Lists available?

Thanks so much!!

Hello! Does anyone know how to get the parent Campaign to aggregate the following items from one or more child Campaigns?

Total Leads

Converted Leads

Total Contacts

Total Responses

Number Total Opportunities

Number Won Opportunities

Total Value Opportunities

Total Value Won Opportunities

I am finding that the forecasted information added under child Campaigns is not feeding up to the parent Campaign.

Thanks!

Hello!  Does anyone have recommendations for an already established platform that allows for both case management (i.e.. Human Services Salesforce Platform) and donor development (i.e.. Nonprofit Starter Pack)?  I am currently on the Nonprofit Starter Pack trial but it lacks the functionality to manage our caseload of clients, track outcomes, treatment plans, etc.  It would be great to have a program that allows for both OR have a Human Services app that can be loaded onto the Nonprofit Starter Pack or vice versa.

Thanks!