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  • Additional Fee Creating Multiple Opportunities

    Hi - new to the CnP platform. I love love love that you have implemented an 'Additional Fee' payment option for donors.

    When this happens - I'm noticing that it creates a second donation in Salesforce for the fee amount - is it possible to roll the fee + the transaction all into one Salesforce opportunity? At the very least is it possible not to create that second gift.

    Thank in advance.

  • #2
    Good day @zacherytapp

    Sorry, it is not an option in the current system. But, if you enable the Products under C&P Settings > Opportunity > Product, all items in the basket will become products under one opportunity.

    Hope that helps.
    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

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    • #3
      Good day zacherytapp

      We do NOT recommend the "Opportunity > Product" option as stated before. It is just a suggestion if you are using the Opportunity / Product option in Salesforce. If you are not using it then we do not suggest you enable this feature. It is a one time change which will affect all your transactions requiring you to use price books, etc. Something not at all recommended.
      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

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      • #4
        Thanks for the heads up - we are testing in a sandbox right now and it looks like you can create the products without actually enabling that feature and it all rolls into one gift. Is it possible to configure it so the additional transaction fee does NOT get pushed into Salesforce (just the amount of the original gift)?

        Thanks in advance.

        Comment


        • #5
          Good day @zacherytapp

          Sorry there is no way to push the data partially, it posts complete data to SF.
          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

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          • #6
            Hello, is there any update to the status of being able to group the additional fee and donation as one opportunity?

            Having them as two opportunities makes sending acknowledgments for the full amount much more difficult.

            Comment


            • #7
              Good day @franharrington

              NO, it is not possible. The "Additional Fee" coming in Salesforce is not an optional opportunity but a separate line item resulting in a separate opportunity, by design.
              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

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