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Set Opportunity Type for new gifts

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  • Set Opportunity Type for new gifts

    I would like to set the Type of new opportunities to Recurring Donation for all recurring donations. This is for the Opportunity Type field, not the Opportunity Record Type field. The Type field is not currently available in C&P Settings > Opportunity.

    Is this something you can add or is there an easy way to trigger this?

  • #2
    Good day!

    Have you tried using the Custom Mapping? Does that not work? see below:

    Click image for larger version

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    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/
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    • #3
      Yep, actually it turns out I set this previously and completely forgot about it and where to find the setting. Thanks for the reminder!

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