Changes to recurring donations in GL (installment amount, cancel/set end date, recurrence date) should change recurring donation in record in SF
in progress
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.
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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.
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Julia Dunn
Checking in on the status of this one? We really need a quarterly installment option for several of our donors.
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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?
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Gary Coulter
I would like to request options for Quarterly Donations, and the ability to set a Start Date for recurring donations.
Nicole Alter
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Kellyn Pearson
checking in on the status for this one?
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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.
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Jessica Rosenberg
Nicole Alter: Sure-would love that!
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