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Creating the opportunity for recurring gifts with default field population

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  • Creating the opportunity for recurring gifts with default field population

    Hi Could you please advise if it is possible to populate some fields on opportunity with default values on creating the opportunity for recurring gifts?

    For example: We have field Campaign that should be 'Monthly Donation' and field Payment Method that should have value "Online" by default.

    Thank you,

    Mike

  • #2
    Good day @seedsysdev

    Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1164713

    Through custom mapping, you can map to the fields on the following objects: Account, Contact, and Opportunity.

    Hope that helps. Please check and let us know if you have any questions.
    Regards,
    Click & Pledge Support Department

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