(Not C&P's issue, but maybe folks have ideas about a best practice here?)
Our org recently added the ability to create Opps with "open" status - in order to invoice donors for future event sponsorships. We created a new Stage value "Invoiced", along with automation that sends the donor an invoice document. The invoiced Opp gets created by staff in SF (through a flow).
We didn't anticipate that some donors might want to pay their invoice online rather than by paper check. Indeed that happened, through our one of Connect web forms, resulting in two Opps in SF: the original hand created Opp (Stage=Invoiced), and the paid Opp (generated by C&P, Stage = Posted, with all of our field customizations that C&P gives us power over). It's great that donors can pay through C&P.
But how to deal with these two Opps in the end? We want to preserve a paper trail that includes the original invoice, as well as the payment, but we don't want to double-count, and ideally we wouldn't even want two Opps once the process is complete. And there is no (AFAIK) "merge Opps" feature.
My short term solution is to instruct staff to find the original Opp and set Stage to a new, Closed Lost Stage called "Paid by Separate Opp"....but yuck, there must be a better best practice.
We've always been a cash org up until now, so I bet this is a common use case I'm just ignorant of...or is it?
We have come up with a solution for this. When looking for the existing opportunities we will also check for NPSP Primary Contact, if NPSP is installed.
This update will be in the March release. The upcoming release is now locked and scheduled for going live on February 28.
If you want to have the update please post it to the forum and ask for the Feb. '24 update, when released.
