Announcement

Collapse

Information Needed

See more
See less

Matching Gift Opportunities and Virtual Terminal

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

  • Matching Gift Opportunities and Virtual Terminal

    When a gift is recorded through the Virtual Terminal and the donor knows that they will be initiating a matching gift, (if the Double the Donation feature is select to show), a Salesforce Opportunity is created just like the one that would be done for the originating gift, and it is classified as Account Matching Gift. However, the Opportunity Classification still shows up as a regular donation. Is there a way, since we have a separate Opportunity Classification for matches, to have that not be a regular donation and be classified as a matching donation?

    Attached Files

  • #2
    Good day @ndlugajczyk

    The "Opportunity Classification" which you are referring to, is a Record Type or custom filed you have created? If it is a record type, you may map the Matching Gift to the respective Record Type as shown in the below image:

    Click image for larger version

Name:	Matching Gift.jpg
Views:	5
Size:	71.5 KB
ID:	32387

    Hope that answers your question. Let us know if we can be of any further assistance.
    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