How do I change "Opportunity Naming" for donations? I want to change from "current date" to "close date" and change "Donation" to the selected "donation record type".
I could not find WHERE to change this rule.
Thanks.
7 answers
Thanks, @Judi Sohn. This isn't high priority for me so I'll park it for now and get back to it when I am able to. I may come back to this thread in future to ask some more questions 🙂