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- Clarify 'Donation' and 'Opportunities' Entry optio...
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Clarify 'Donation' and 'Opportuni ties' Entry options in Contact Tab, Plus Activating Donation Info
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06-24-2009 04:04 PM
What is the difference when one enters a new donation via the Donation section of a Contact record versus the Opportunities section? It seems confusing which one to use, and also how the disparate info links up as part of the overall record. Also, what steps should we take to activate the Donation Information section, to see the last transaction date plus the lifetime transaction total. Thank you.
Re: Clarify 'Donation' and 'Opportuni ties' Entry options in Contact Tab, Plus Activating Donation In
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06-24-2009 04:49 PM
You might think about asking that question on the non-profit board instead -- Donation isn't actually a standard object, it comes with the nonprofit template.

