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  • Link donation to designation

    The thread http://forums.clickandpledge.com/showthread.php?t=813 on custom questions mapping is very helpful.

    I have a follow up question. In my organization, each donation has a specific "designation" associated with it. The "designation" basically tells us where the fund should be allocated to. The designation choices are presented to the donor on the CnP check out page as a custom question.

    Ex: John Smith would like to give $20 to his son's Orchestra program. He goes to the donation page, and is asked "Please choose a program". The drop down menu shows "Orchestra", "Band", "Football", "Baseball", etc. John clicks on "Orchestra" and submit his donation.

    Designation is a custom object on our SF. It has "Master-Detail" relationship with Opportunity. When John's donation is created on SF, I'd like to link it with the "Orchestra" designation. I thought I could do this via the custom questions mapping feature, but I can't. Designation is not one of the options in the mapping table for Opportunity.

    Any suggestions on how to accomplish this without having to resort to Apex trigger?

    Thank you!

    Thu :-)

  • #2
    Thu,

    The custom question mapping does not map to other objects. We considered adding that but keeping track of foreign keys and other object's unknown nature made us a bit scared of the consequences of adding that feature.

    We are working on a designation feature and we can talk about your requirement. Native features such as this are asked for by other clients and that is why are working on it. Let me know if you are open to go over this feature and possibly include it in release 8.0 due out in April.
    Regards,
    Click & Pledge Support Department

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

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    • #3
      Yes, I'm very interested! We could beta test that feature for you.

      Thu :-)

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      • #4
        God! This is very confusing. I'm trying to post a simple question here for the support staff (since I guess they don't take phone calls anymore?) but I don't see a button to submit a question. They sure make it difficult. I'm just trying to add a dropdown to my C & P fundraising page. Three people here have tried and nothing has worked. Can anyone out there help guide me to get an answer here or to the right support thread? I'm not sure how this works. Ughh! Thanks, Chris

        Comment


        • #5
          Hi Chris,

          If you just want to have a drop down menu, you could use "custom questions", and link it to the check out pages. The answers/options defined for a custom question will show up as a drop down menu in the check out pages.

          Hope this helps.

          Thu :-)

          Originally posted by ckelly42 View Post
          God! This is very confusing. I'm trying to post a simple question here for the support staff (since I guess they don't take phone calls anymore?) but I don't see a button to submit a question. They sure make it difficult. I'm just trying to add a dropdown to my C & P fundraising page. Three people here have tried and nothing has worked. Can anyone out there help guide me to get an answer here or to the right support thread? I'm not sure how this works. Ughh! Thanks, Chris

          Comment

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