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Opportunity Record Type for C&P Events

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  • Opportunity Record Type for C&P Events

    We have a specific record type for Event Income. How can I modify C&P so that all donations that come in via an event use that specific Event Income record type. Right now it is defaulting to our Donations record type.

    Thank you,
    Jacki

  • #2
    Good day @JAskelson,

    As discussed during the office hours, the best way to do this is by implementing SKU's. Please see below:

    Click image for larger version

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    Regards,
    Click & Pledge Support Department

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    • #3
      Yes -- thank you!

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      • #4
        Hi, I'm struggling with the same issue. I get where I assign the record type based on SKU in C&P settings. However, where do I assign the SKU within C&P Event Management (in this example, "Event")?

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        • #5
          Okay, I figured out how to do this. The SKU is set through each event registration level.

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