Announcement

Collapse

Information Needed

See more
See less

Acknowledgement Status and Date

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Acknowledgement Status and Date

    Good afternoon,

    I am looking for a way to get Salesforce/CnP to automatically update the Opportunity "Acknowledgement Status" and Acknowledgment Date" fields upon processing a CnP opportunity. Since we are using the autoresponder to send our donors an IRS letter this would be very nice to have.

    Thank you,

    Rob

  • #2
    Good day!

    This post appears to be a duplicate of: https://forums.clickandpledge.com/fo...nd-date-update

    Please note: You are a new member of this form and all your posts need to be moderated before publicly appearing. Once you have submitted a number of posts your messages will post without moderation. We understand this is a bit confusing but this is primarily to protect the forum from spammers.

    We will answer the other post.
    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/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X