When an opportunity is created via Form Assembly, the connector requires a name for the opportunity. But I want the record to use the NPSP settings for its name. Any ideas how to make this possible? I don't think I can get the Form Assembly name to mirror the NPSP name, so now our opportunities created by FA don't match our opportunities created manually. Any suggestions?
@Nonprofit Success Pack
@FormAssembly
@Amplify
5 respostas
Aaaand, I found the (silly) problem. I had the NPSP settings set to only change the names for opportunities attributed to organizations, and it's contact opportunities that are coming in through Form Assembly. Thanks, all, for your help!!
