Changes to recurring donations in GL (installment amount, cancel/set end date, recurrence date) should change recurring donation in record in SF
under review
Jonathan Lin
under review
Clair Lofthouse
Good news! After reviewing all requests, your suggestion has been added to our next roadmap. We do our best to stick to our predictions, but we receive a lot of requests, so there may be unforeseen delays. In the meantime, happy fundraising! You’ll receive email updates about the status of your post. We encourage you to return and vote on others to show your support of additional suggestions. To stay up to date on completed fixes and improvements, as well as new functionality, see our Changelog at https://givelively.canny.io/changelog.
J
John Bono
Clair Lofthouse: Just so you are aware, we cannot see that link. It says, "You aren't a member of this company."
Clair Lofthouse
John Bono: Thanks John! The link should be good now.
Jonathan Lin
in progress
Jonathan Lin
To clarify a bit, this request is specific to updating the Give Lively Salesforce Integration so that previously synced recurring donation records are updated on the Salesforce side based on changes in Give Lively.
For requests around allowing different recurring frequencies, you may want to look at this item: https://feedback.givelively.org/campaign-pages/p/annual-quarterly-donation-options
For updating subscription amounts, see here: https://feedback.givelively.org/donor-features/p/allow-donors-to-update-their-gift-amounts
Both of the above would need to be implemented at the Give Lively platform level before they could be incorporated into the Salesforce integration.
J
Julia Dunn
Checking in on the status of this one? We really need a quarterly installment option for several of our donors.
M
Mary Anne Sheahan
We would like to request annual donations made on a 3 year pledge
Hannah McMeekin
I would LOVE for donors to be able to change their monthly giving amount through the donor portal. Is this part of the planned changes?
G
Gary Coulter
I would like to request options for Quarterly Donations, and the ability to set a Start Date for recurring donations.
Nicole Alter
Merged in a post:
Record changes for monthly gifts
Sammy Vo
Changes to recurring donations in Give Lively (installment amount, cancel/set end date, recurrence date) should change recurring donation in record in Salesforce
K
Kellyn Pearson
checking in on the status for this one?
Load More
→