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Jialee Chau ha fatto una domanda in Gift Entry
The product team at Salesforce.org

is exploring new ways to support entering Recurring Donations in Gift Entry. Do you use recurring donations? Do you have preferred workflows for processing recurring donations? And many more questions!

If you're interested in sharing your thoughts and feedback (especially if gift entry is part of your day to day job) let us know! Message me or email me at

jialee.chau@salesforce.com

.

Thank you and hope your November has been off to a great start.

6 risposte
  1. 1 dic 2021, 15:15

    Jialee, we use recurring donations extensively for donations and have now introduced membership auto renewal.  We don't use for gifts.  One thing we find and Im not sure if its related or not - is that when we have to edit/update CC information on a recurring donation, the campaign is missing on the next installment - has anyone else run across this?

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