Apply certain changes manually to update your org.
GEM is updated frequently but certain types of configuration can’t be updated in existing orgs. If your version of GEM predates the release of these features and you want to use them, apply these changes manually.
| Category | Configuration | Version | Sandbox Release Date | Production Release Date |
|---|---|---|---|---|
| Data Import | Update the GEM Data Import Layout | GEM 1.9 | Oct 16, 2019 | Oct 22, 2019 |
- Update the GEM Data Import Layout
Add new fields from GAU Allocations and Opportunity Contact Roles to the GEM Gift Layout
Update the GEM Data Import Layout
Add new fields from GAU Allocations and Opportunity Contact Roles to the GEM Gift Layout
If you enable Advanced Mapping for Gift Entry, several new fields for GAU Allocations and Opportunity Contact Roles (aka Soft Credits) are available out of the box. To ensure these additional fields are available in these tools, add them to the GEM Gift Layout on the NPSP Data Import object.
- Click
, then click Setup. - Click the Object Manager tab.
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Click NPSP Data Import.
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Click Page Layouts, then click NPSP Data Import Layout.
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You may want to create new sections on the page layout for:
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GAU Allocation Information
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Opportunity Contact Role Information
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Drag these fields to the appropriate sections of the page layout.
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GAU Allocation 1: Amount
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GAU Allocation 1: GAU
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GAU Allocation 1: Imported
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GAU Allocation 1: Import Status
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GAU Allocation 1: Percent
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GAU Allocation 2: Amount
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GAU Allocation 2: GAU
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GAU Allocation 2: Imported
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GAU Allocation 2: Import Status
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GAU Allocation 2: Percent
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Opportunity Contact Role 1: Imported
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Opportunity Contact Role 1: Import Status
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Opportunity Contact Role 1: Role
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Opportunity Contact Role 2: Imported
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Opportunity Contact Role 2: Import Status
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Opportunity Contact Role 2: Role
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