Announcement

Collapse

Information Needed

See more
See less

Opportunity auto-creation

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

  • CnP.Support.AM
    replied
    PS: regarding the event registrations to stop coming in as membership record type, we have noticed that you have NPSP settings for record type as Membership as well as the default record type is set to Membership in Admin profile.

    NPSP:
    Click image for larger version

Name:	NPSP Settings.jpg
Views:	34
Size:	16.4 KB
ID:	49885

    Admin Profile: https://healthyteennetwork.my.salesf...0eG00000017KjF

    Click image for larger version

Name:	Record Type Settings.jpg
Views:	23
Size:	162.4 KB
ID:	49886

    In this case, if the settings not satisfied then the default will get applied.

    Hope you see the point.

    Leave a comment:


  • CnP.Support.AM
    replied
    Please see slide 8 in the following KB article: https://support.clickandpledge.com/s...---opportunity

    Instead of workflow, you can customize the opportunity name by SKU within the C&P Settings >> Opportunity >> Customize Name

    Leave a comment:


  • Allison
    replied
    Thanks, I do want the opportunity to be named, so that workflow is correct. I want the event registrations to stop coming in as membership record types and therefore being labeled "membership." We do have donations coming in from C&P Connect so I can't turn the opportunity creation off for everything.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @Allison

    Please see: https://healthyteennetwork.my.salesf...1QG0000000J0z7

    Click image for larger version

Name:	workflow.jpg
Views:	40
Size:	116.2 KB
ID:	49866

    Due to the above workflow, it is updating the opportunity name.

    Leave a comment:


  • Allison
    started a topic Opportunity auto-creation

    Opportunity auto-creation

    We recently changed our structure and no longer need event registrations to be labeled as a specific opportunity. I removed the SKU but can't remember where else I need to make changes. The opportunity type is membership and anytime a C&P event registration is posted, it creates an opportunity under this type.
Working...
X