We are in the process of migrating to Salesforce from another CRM which records adjustments in a separate table via reference. How do others here track adjustments made to donations? We need to be able to report on adjustments and reasons too...
Should I be looking at custom objects for tracking this associated with the donation record, or is there something native that you'd recommend?
@Fundraising@Nonprofit Success Pack@Salesforce.org System AdministratorsHi @Justin Barss ,
Thanks for the response... what you've said makes sense... Given that we will need to report on the adjustments both within the context of an overall donations report, and separately, I think creating a custom record type on the Donations Object makes sense that would expose the fields that only pertain to adjustments... Without the reporting needs on what was adjusted and when, the line items might work for us, but we'd need to report on what line items were added when... would we be able to do that with that approach?
Thanks!
Adam
