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When creating recurring donations is it possible to define custom fields within the opportunities the recurring donation creates?

We categorize our opportunities in order to help with some financial tracking... Need to be able to set categories for recurring donations, but am yet to find the settings to edit that.

@Fundraising@Nonprofit Success Pack@Salesforce.org System Administrators
답변 4개
  1. 2018년 1월 3일 오후 3:42
    Hi @Sean Pender! Sending you big hugs from the chilly Northeast!
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