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Double the Donation - Turn off Automatic Creation of Account Matching Opportunity

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  • Double the Donation - Turn off Automatic Creation of Account Matching Opportunity

    We want to turn off the functionality to automatically create an Account Matching Opportunity. The reason is that we use the Kell Matching Gifts app that allows us to match one account donation to multiple individual donations. So we don't need a 1-to-1 donation match functionality.

    The challenge, when we uncheck that box under opportunities to create that Account Opportunity, we loose some features:
    • Our Temporary Accounts are NOT matching to existing accounts Salesforce. When we check that box, the temporary accounts WILL match to the existing account in Salesforce.
    • Assuming because of above, we loose the feature to create that matching gifts template in CP Designer to be used in Autorespondor.
    I sat in on Kamran's daily support call today and we troubleshooted but could not come to a resolution. He asked that I post to the forum.

    Thank you,
    Jacki

  • #2
    Here's our Salesforce Org ID, and I did extend support for one week.
    00Dj0000000JToC

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    • #3
      Any update on this?

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      • #4
        Good day!

        This issue was addressed during the office hours.
        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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