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?
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Post donation from a Foundation, not an individual
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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
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
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This, then, may connect to my earlier question to which you have yet to respond, One-off send C&P email using template.
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