Announcement

Collapse

Information Needed

See more
See less

Temp Contact created with Organization Account

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • Temp Contact created with Organization Account

    Hi C&P

    Can you suggest the best way to handle recurring donations that are received on behalf of an organization, instead of an individual donor? We are having trouble handling this situation. We can flag the donation as being from an organization, but we are trying to handle the situation where the contact may change over time (e.g. a company gets a new CEO).

    Thank you!

  • #2
    To expand a bit on my previous post, the problem is that a donation from a brand new contact/account will be created as a Household account by default. We would like to be able to create a new organization account and contact when someone subscribes to recurring donations for the first time on behalf of an organization.

    Comment


    • #3
      Good day @seedsysdev

      Sorry it is NOT possible. There are NO specific settings for the recurring. However, in the presence of NPSP, C&P is not handling the Accounts.
      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
      😀
      🥰
      🤢
      😎
      😡
      👍
      👎