Announcement

Collapse

Information Needed

See more
See less

Matching transactions to pledges

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

  • chosen@judemorin.com
    started a topic Matching transactions to pledges

    Matching transactions to pledges

    Hi All,

    What is the proper way to match paid transactions through click and pledge to existing pledges in salesforce? We have several "prospecting" opportunities in SalesForce and when the contact donates online a separate opportunity is created which means we have to disregard the original opportunity which has all the historical activities. Is there a way to add the original opportunity to the new posted transaction?

  • CnP.Support.AM
    replied
    Good day @chosen@judemorin.com

    There is no way to attach the existing transactions to the Pledges. You may attach the future transaction to the existing pledges, please review the following KB article: http://help.clickandpledge.com/custo...ticles/2084178

    Leave a comment:

Working...
X