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Update Person Account Page Layout in Education

Manage multiple addresses by using fields from the Contact Point Address object on the Person Account page layout.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To update the person account page layout:

Customize Application

AND

Modify All Data

AND

Modified Education Cloud Full Access permission set
Note
Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.

Fields from the Contact Point Address Object

Manage multiple addresses by using fields from the Contact Point Address object on the Person Account page layout.

To use the seasonal, Is Primary, Is Undeliverable, standardization, and change address fields, add them to the Contact Point Address page layout. Then, in the Lightning App Builder, apply Contact Point Address as a related list to the Person Account page layout.

See the Donor Giving Summary on the Person Account Page

Make it easy to track donations by adding the Donor Giving Summary on the individual person account page.

  1. In the Philanthropy and Partnerships app, go to a person account page.
  2. Click Setup and select Edit Page.
  3. Click Save.
  4. Click Activate.
  5. On the Org Default tab, click Assign as Org Default.
  6. Select either Desktop or Desktop and phone.
  7. Click Next.
  8. Save your work.