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Add Mapping to Primary Contact field on Donation Record

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  • Add Mapping to Primary Contact field on Donation Record

    Can you please add the mapping for all donations to the Primary Contact field on the Donation Record? We'd like the donor name to fill that field, thanks. On Org ID 00Di0000000cH4v.

  • #2
    Good day!

    Are you referring to the NPSP's Primary Contact? If so we are already adding it as it is a new NPSP field added in release 3.x.

    see below:

    Click image for larger version

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    I hope that answers your question.

    The opportunity name may also be customized so the donor name appears in the opportunity name as well. This may be done in the C&P Settings > Opportunity > Opportunity Name and is fully customizable by taking advantage of SKU assignment.
    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/
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