Tweet
We need an easy way to input donations received by check from family foundations, attribute them to the foundation, not a contact, and send an autoresponder to the foundation account name, not the contact. Virtual Terminal only accepts input of a contact, who is associated with a household account. How can we achieve this?
-
-
Good day wtben
Currently a payment cannot be associated with an "Account".
You may want to set the foundation as a Contact for now. We are evaluating ways this may be done in release 10.
Please let us know if we can be of more help.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 -
This, then, may connect to my earlier question to which you have yet to respond, One-off send C&P email using template.Comment
Comment