Unlocked Components in NFP SuiteApps
The following is the list of unlocked components in each NFP SuiteApp:
Type |
Components |
SuiteApp |
Usage |
---|---|---|---|
Custom Segments, Custom Records |
|
NFP Financials (These components are also referred and unlocked in all SuiteApps dependent on NFP Financials) |
A SuiteApp update does not preserve changes to the following custom segments fields, and you must redo the changes after the update:
Ensure the following:
Do not rename the following classifications with the same name as the custom segments in the NFP Financials SuiteApp:
|
|
NFP Constituent Management |
||
Custom Forms |
|
NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials) |
Do not make any changes to these components. To customize these components, create a copy and then customize. |
Transactions: |
|
NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials) |
SuiteApp updates will reset any changes made to the custom transaction unlocked components. Redo the changes after the SuiteApp updates. |
Center Tabs: |
|
NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials) |
Do not make any changes to these components. To customize these components, create a copy and then customize. |
|
NFP Constituent Management |
||
|
NFP Labor Expense Allocation |
||
Saved Reports: |
|
NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials) |
Do not directly customize the reports delivered with the SuiteApps because the SuiteApp updates will overwrite the customizations. If you have customized the reports, verify that you have documented the changes and redo the changes after the SuiteApp updates. |
|
NFP Customization |
||
|
NFP Reports |
||
Saved CSV Imports: |
|
NFP Customization |
Do not make any changes to these components. To customize these components, create a copy and then customize. |
|
NFP Data Migration |
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|
NFP Starter Customization |
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|
NFP Standard Customization |
||
|
NFP Labor Expense Allocation |
||
Custom KPI Scorecards: |
|
NFP Customization |
Do not make any changes to these components. To customize these components, create a copy and then customize. |
|
NFP Standard Customization |
||
Dashboards: |
|
NFP Customization |
Do not make any changes to these components. To customize these components, create a copy and then customize. |
|
NFP Starter Customization |
||
|
NFP Standard Customization |
||
Saved Searches: |
|
NFP Constituent Management |
Do not make any changes to these components. To customize these components, create a copy and then customize. |
Custom Sublists: |
|
NFP Constituent Management |
Do not make any changes to these components. To customize these components, create a copy and then customize. |