Update Person Account Page Layout in Nonprofit

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 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.