26
Changes to recurring donations in GL (installment amount, cancel/set end date, recurrence date) should change recurring donation in record in SF
planned
Activity
Newest
Oldest
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
Kellyn Pearson
checking in on the status for this one?
J
Jessica Rosenberg
GL doesn't create recurring donations in Salesforce currently. It creates an opportunity but this is not attached to a recurring donation record. Would be helpful if the opportunity could be linked to Recurring Donation record because this requires significant manual cleanup currently.
Nicole Alter
Jessica Rosenberg: Hi Jessica, yes, we are aware and we will be creating this as an option in our upcoming integration version. Please let us know if you would like to be a beta tester.
J
Jessica Rosenberg
Nicole Alter: Sure-would love that!
Jonathan Lin
This is a very promising direction!
Matt Connelly
planned