Announcement

Collapse
No announcement yet.

Recurring creates separate Opportunities

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Recurring creates separate Opportunities

    I think I know the answer but I wanted someone else to confirm that...

    With a recurring C&P transaction, each installment (payment) will create a separate Opportunity in Salesforce and it is not possible to have all payments go under the original/first Opportunity.

  • #2
    Good day.

    No that is not possible since each payment is an opportunity.

    Please note that you may want to credit a transaction and as such we credit the existing opportunity. If we were to create a single opportunity we would need child objects to track each payment and we rather stay with native Salesforce as much as we can.

    Hope that answers your question.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X