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Ann Kaatz LoBue
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TJ Warfield
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Nicholas Rustigian
John Bono
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Jessica Rosenberg
Alex Graham
Jonathan Lin
Matt Connelly
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Changes to recurring donations in GL (installment amount, cancel/set end date, recurrence date) should change recurring donation in record in SF
planned
Matt Connelly
April 1, 2020
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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.
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April 12, 2020
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Reply
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.
1
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April 13, 2020
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J
Jessica Rosenberg
@Nicole Alter: Sure-would love that!
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April 13, 2020
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Matt Connelly
marked this post as
planned
0
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April 1, 2020
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