We are using
When we receive new donations, a contact is created (even if the contact already exists), and they are assigned to the organization "Individual".
How do I change the settings to create an organization as well as a contact, and to search for existing contacts and organizations before creating new ones?
Thank you.
Click & Pledge Payment-as-a-Service
version 4.32, with Non-profit Starter Pack. When we receive new donations, a contact is created (even if the contact already exists), and they are assigned to the organization "Individual".
How do I change the settings to create an organization as well as a contact, and to search for existing contacts and organizations before creating new ones?
Thank you.
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