When setting up a C&P integration with NPC, are the following possible via the integration
(no additional customization needed)?
- Create a "Gift Commitment" record when a new Recurring Donation is established in C&P?
- Create a "Gift Transaction" record for all "Closed Won" Opportunities created by C&P?
- Create a "Gift Soft Credit" record (when applicable) for all "Closed Won" Opportunities created by C&P?
- Create a "Gift Tribute" record in the case of a "tribute" gift created by C&P?
- Create a "Gift Soft Credit" record for an employee when a matching gift payment is received from an employer.
5 个回答
-- the release date is April 7. Testing is going on .. a lot to test.
Will keep you posted.