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Two Opportunities and Donation Naming Convention

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  • Two Opportunities and Donation Naming Convention

    Hello:
    I am testing a new form I created with the option for the additional processing fee for the first time, and I have a couple of questions. I'm getting two Opportunities in Salesforce - one for the donation amount entitled "Other", and the other for the fee called "Additional Fee". Is there any way to combine these into one donation when pushed to Salesforce? Also, the old format for automatically naming a Donation record was the concatenated value of: Name - Amount - Date. With this new form, it is simply naming the Opportunity as "Other". How do I get it to use the more descriptive naming format again?
    Thanks!

  • #2
    Good day @lbenigni

    As of now, it is not possible. Additional Fee cannot be combined, it will create a separate opportunity. Regarding the donation name, please review Customize Name in the following KB article: http://help.clickandpledge.com/custo...ticles/1164724

    Regards,
    Click & Pledge Support Department

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