Hi,
I would like to be able to report on my sales pipeline, including pledged future donations that are recurring. However, the way NPSP is set up means that not all opportunities are created when the recurring donation is set up and I can't accurately report on the sales pipeline. I also can't report on installments.
If anyone knows of a solution or a way around this, please let me know!
Thanks,
Maeve
#NPSP #Recurring Donation
thank you for your reply.
Apologies if I'm wrong but I don't see any options in the NPSP Settings to change the number of Opportunities that are created when a recurring donation record is created. I can see that you can change the 'Installment Opportunity Auto-Creation' setting but none of the choices fit my requirements as shown below.
Please can you elaborate on how I can use the NPSP settings to help?
Thanks,
Maeve
