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  • NPSP post installation

    Hello,

    I am following the post installation notes, and there are a few items in the notes that are not available in our org. Just want to make sure I'm not missing something:

    1. on Accounts & Contacts tab in C&P Settings, there is no option to disable the Account creation. The Accounts settings section that is shown in the step image is not even in our org at all. There is a section for Contact Record Types that has something about WID, but I don't see that in the post-installation either.

    2. There is no Object Settings tab. In the Opportunity tab, there is no option for the Account settings.

    I am wondering if the newest version gets around these settings and so they are no longer needed, and perhaps the post-installation notes are not up-to-date?

    Thanks

    Celia

  • #2
    Good day Celia,

    Are you using the NPSP?

    The Accounts section is not available for NPSP since it auto-configures to what NPSP needs.
    Regards,
    Click & Pledge Support Department

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    • #3
      Yes! That is exactly what I was thinking. Thank you!

      Celia

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