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Recurring Gift Creating 2 Opportunities for Each Transaction?

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  • Recurring Gift Creating 2 Opportunities for Each Transaction?

    Hi there, one of our recurring gifts seems to be behaving oddly. The recurring gift was established 2/12/18, and was functioning properly, until the gift transactions in May 2019 and June 2019. Each transaction created 2 opportunities: one that is correct and one that has a Stage of "Pending" - we have left both, so that you can see, but will be deleting them.

    C&P Account 27814, Org ID 00DA0000000Avko (access granted)

    The specific recurring has a Recurring ID 319233, Master Order Number 27814-1802122109381261049. Can you let us know why these extra opportunities are being created and how we can prevent them?

    Thank you!

  • #2
    Good day @jillifoss

    We reviewed your instance and the recurring transaction in the question and found that the recurring transaction initiated with Matching Gift (Double the Donation) and now you don't have the DTD integrated into your Salesforce instance. It looks like it has been removed which is the reason you are seeing the second opportunity with the status pending based on the old settings of Matching Gifts. If you don't want DTD we will remove the matching gift settings from backend so moving forward you will not see the second opportunity.
    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

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    • #3
      Thank you. If you would please remove the DTD settings from the backend, that would be wonderful. Thanks!

      Comment


      • #4
        We have removed it.

        Please let us know if we can be of any further assistance.
        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

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