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Set Opportunity Type for new gifts

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

    Leave a comment:


  • CnP.Support
    replied
    Good day!

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

    Click image for larger version

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    Leave a comment:


  • wtben
    started a topic Set Opportunity Type for new gifts

    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?
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