1 risposta
The best answer depends on the process followed by your organization, but I'll give you what I understand to be the best practice.
Assuming your using the standard Recurring Donations package that is part of the Nonprofit Starter Pack (NPSP), you will have a list of the recurring donations under the Contact. Click the Recurring Donation Name, which in turn will display the series of pledges made. For example, if $100 was pledged with quarterly payments, there would be 4 lines of $25 each. Further, let's say the last payment will not be paid. Click on that donation name -- it will be something like "Patricia Johnson donation (4 of 4) 5/17/2011". Then click "edit" and change the Stage to "Closed Lost" and click save.
There are a couple great resources in addition to this Answers Community:
1. A google group that is dedicated to Nonprofit Salesforce (NPSF) Practitioners at https://groups.google.com/forum/#!forum/npsf
2. An explanation of memberships (and Households) by the one-and-only Kevin Bromer:
http://salesforcefoundation.screenstepslive.com/spaces/npsp/manuals/households
