Why is a there an option to enter a Recurring Gift either on the Account or the Contact (but not both)? What are the advantages of putting it in Account vs. Contact?
Also, the C&P only gives you the option of putting a Recurring Gift on the Account (not the Contact), is there a way to change this?
5 Antworten
Thank you both @Judi Sohn & @Amanda Byrne. Amanda - maybe we made a mistake, we'll take a look. Thanks for confirming that it is connected to the Contact, that would concur with what Judi is suggesting, so that would be great. Thanks.
