When an individual donation comes in via C&P indicating the donation will be matched, we want that individual's donation to have the "Matching Donation" record type. Currently, those donations are automatically created under our default "Donations' record type.
To clarify, currently we use that Matching Donation record type for BOTH the individual donation and the account matched donation. We would like to keep this process if possible.
I sat in on Kamran's Daily Support call today and he asked that I submit to the forum.
Thank you,
Jacki
Org ID: 00Dj0000000JToC
I did extend C&P support for a week
To clarify, currently we use that Matching Donation record type for BOTH the individual donation and the account matched donation. We would like to keep this process if possible.
I sat in on Kamran's Daily Support call today and he asked that I submit to the forum.
Thank you,
Jacki
Org ID: 00Dj0000000JToC
I did extend C&P support for a week
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