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V10 enabling creation of single opportunity combining donation, gift processing fee?

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  • V10 enabling creation of single opportunity combining donation, gift processing fee?

    Hello,

    To confirm my understanding for those of us offering donors the option to pay for the gift processing fee and using Salesforce...in V10, we will have the ability to have Connect/SFDC create a single opportunity combining the gift and gift processing fee (when donor has opted in to paying for it) rather than current problematic requirement two discrete opportunities? This will be a major improvement overall and greatly reduce reporting burdens caused by the 'extra' opportunity. Thanks in advance for the clarification.

  • #2
    CnP.Support?

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    • #3
      Good day @fielding

      Sorry for the delay. Yes, in v10 we can combine the Donation + Additional Fee into a single opportunity.
      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

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      • #4
        Thank you.

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        • #5
          CnP.Support When will Version 10 be released? I am still seeing poorly designed features that were flagged 1 and 2 years ago that C&P noted will be resolved in V10 (combining gift and processing fee in one opportunity, ability for donors to manage their own recurring donations) but persist in current version. Thank you.

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          • #6
            Good day @fielding

            We are trying to release the v10 Click & Pay next month in June. So, please hang on there and keep an eye on News & Announcement Channel.
            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

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