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Lisa Soulet ((Independent)) 님이 Click & Pledge에 질문했습니다

When setting up a C&P integration with NPC, are the following possible via the integration

 

(no additional customization needed)?  

 

  1. Create a "Gift Commitment" record when a new Recurring Donation is established in C&P?
  2. Create a "Gift Transaction" record for all "Closed Won" Opportunities created by C&P?
  3. Create a "Gift Soft Credit" record (when applicable) for all "Closed Won" Opportunities created by C&P? 
  4. Create a "Gift Tribute" record in the case of a "tribute" gift created by C&P?
  5. Create a "Gift Soft Credit" record for an employee when a matching gift payment is received from an employer.
답변 5개
  1. 3월 16일 오후 1:28

    @Lisa Soulet

      -- the release date is April 7.  Testing is going on .. a lot to test. 

     

    Will keep you posted.

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