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We are having a couple of challenges with Matching Gifts / Double the Donation. Chatted with Kamran today on the daily support call and he asked that I formally submit a ticket.
1) We want individual donations that indicate there will be a corporate matched gift to ALSO use the Record Type of Matching Donation. This is to keep their processes the same as prior to implementing Double the Donation.
2) We have turned OFF the functionality to automatically create a corresponding corporate matching donation record, but then how do we know, in Salesforce, that an opportunity should be eligible to be matched? Prior to Double the Donation, this client implemented a KELL application that included Matching Gifts fields (see on the layout). And then it was easy to mass match up a $10,000 check from a Company to multiple individual donations that added up to that total amount. It would be nice if the information provided on the individual donation would map to those KELL fields.
Salesforce ID: 00Dj0000000JToC
1) We want individual donations that indicate there will be a corporate matched gift to ALSO use the Record Type of Matching Donation. This is to keep their processes the same as prior to implementing Double the Donation.
2) We have turned OFF the functionality to automatically create a corresponding corporate matching donation record, but then how do we know, in Salesforce, that an opportunity should be eligible to be matched? Prior to Double the Donation, this client implemented a KELL application that included Matching Gifts fields (see on the layout). And then it was easy to mass match up a $10,000 check from a Company to multiple individual donations that added up to that total amount. It would be nice if the information provided on the individual donation would map to those KELL fields.
Salesforce ID: 00Dj0000000JToC
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