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Question about using Apsona's batch entry tool for Opportunities with multiple Payments:

 

Once one Payment for the Opportunity is received, the Opportunity is marked as Received. This results in those gifts not showing up in the pending gifts popup that shows unpaid Payments, so we are not notified that there are outstanding Payments on the account. I tried changing the Opportunity stage to Pledged and Projected, and the pending gifts popup appeared, but it included all Payments on that Opportunity, even ones already received and marked "paid". 

 

After committing the batch, the Opp stage reverted to Received, so next time we receive a gift for this pledge, the pending gifts popup will not appear.

 

I'm wondering if anyone else has run into this or has any ideas about a possible solution? Thanks for your help!

1 comment
  1. Feb 15, 2020, 4:15 PM

    @Kate McHugh​  The batch tool does not automatically change the Opportunity Stage on commit. So this could be caused by a trigger or flow in your org. Looping in #System Administrators​  and #Nonprofit Salesforce Developer​  so that they can chime in.

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