What does a consultant need to do to ensure membership rollups in NPSP work properly for a nonprofit with a large membership program?

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To ensure membership rollups work properly in Nonprofit Success Pack (NPSP) for an organization with a large membership program, confirming that the membership record type is selected for membership rollups is essential. This step is crucial because rollup functionality relies on identifying which records are classified under the correct membership record type. The membership record type serves as a category that allows the system to recognize which memberships should be included during the rollup process.

With the right record type established, the system can aggregate membership data correctly, allowing the organization to track and report on membership levels accurately. This ensures that the rollups reflect the accurate contributions of each member and provide meaningful insights into the membership program's overall performance.

Other aspects like custom fields for membership amounts, opportunity record types, and grace periods may be relevant for specific situations or features within the broader membership management context but are not the primary requirements for establishing functional membership rollups. Thus, confirming the membership record type selection is the key action for ensuring proper rollup functionality in this scenario.

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