Add the Person Account Lightning page to automate the fields in the Gift Planning app.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
|
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To configure Lightning pages: |
FundraisingAccess permission set |
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.
- From the App Launcher, find and select Gift Planning.
- Create a person account record or open an existing one.
- From the Setup menu, select Edit Page.
- Click Activation.
-
Select the level that you want to assign this record page to.
- As the app default, click APP DEFAULT, and then click Assign as App Default.
- As the app, record type, and profile default, click APP, RECORD TYPE, AND PROFILE, and then click Assign to Apps, Record Types, and Profiles.
- Select Gift Planning, and then click Next.
- Select the form factor that you want the page to apply to, and then click Next.
- Select Person Account as the record type, and then click Next.
If needed, add the Person Insights Grid and Account Donor Gift Grid Flexcards to the person account page to easily access key donor insights. For example, add Person Insights Grid as a card and add Account Donor Gift Grid as a Donor Gift Concepts tab. See Add a Flexcard to a Lightning Page.