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Matching transactions to pledges

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  • 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?

  • #2
    Good day @[email protected]

    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:
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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