HI,
We have set up the Opportunity Naming conventions in NPSP settings to include the Account Name: {!Account.Name} {!Amount} {!RecordType.Name} {!CloseDate} For some reason it doesn't always automatically populate the Opportunity Name field with the Account Name - sometimes it does, sometimes it doesn't. I can't see an obvious pattern as to why. Anyone got any ideas?
6 respuestas
Not yet, I wanted to see if anyone with more experience on here had ideas. Will submit a help case with support. Thanks for trying though!
