Announcement

Collapse

Information Needed

See more
See less

Additional Fee

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

  • Additional Fee

    Hi! We are having an issue where Additional Fees are creating a separate opportunity in Salesforce when coming from Connect campaigns. In our C&P Settings we have the "Create a separate opportunity for each of the following fees..." boxes unchecked. But it is still adding a new opportunity instead of adding the additional fee amount to the "Additional Fee" field in the opportunity. Please advise how to fix this.

    Our Org ID is 00DA00000009ZiZ, I have granted 7 days access.

  • #2
    Good day @KMartin

    Please note that the Connect "Additional Fee" is NOT the same as the "Convenience Fee" in Salesforce what you have unchecked under C&P Settings. In Connect the "Additional fee" is an item. The "Additional Fee" coming in Salesforce is not an optional opportunity but a separate line item resulting in a separate opportunity, by design.

    Hope that answers your question.
    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

    Working...
    X