Recording Recognition Name in Salesforce

The recognition name is in opportunity and payment:

  1. When a donor specifies a recognition name, it would be recorded in the recognition name of the Opportunity. If a donor didn’t specify their recognition name, we leave it blank. For Anonymous donor, we check the Anonymous box. Click & Pledge’s donation form already links the Anonymous donor box and the Recognition Name.

Opportunity Example:

https://tidescanada.my.salesforce.com/0066100000IoZ5N

                 

  1. The recognition name in the Payment would always show a name. By default, if the recognition name in Opportunity is blank, the recognition name in Payment would be [First Name] [Last Name] or [Organization Name]. When there is a name in the recognition name of Opportunity, it will automatically link to its payment record.

 

  1. When we pull a report of the field, we would pull the Recognition Name in Payment and Anonymous box in Opportunity.

 

Anonymous (Opportunity)

  • When a donor donates and wants to be anonymous for a particular fund/project, check the Anonymous box in the Opportunity and put “Anonymous” in Recognition Name. Recognition name links to the Payment record’s Recognition Name, which merges into thank you letter templates.
  • C&P Online donation setting has mapped to the Anonymous box and Recognition in Opportunity based on whatever a donor enters on the donation form. If an online donor checks the Anonymous box on the donation form, it will make Recognition Name to be “Anonymous” and check the Anonymous box.

 

Anonymous (Account)

  • When a donor indicates all the gifts and payments across projects and funds need to be completely anonymous, check the Anonymous box in the Account, and in the Recognition Name, put “Anonymous” in the Account. Doing so will trigger all future opportunities to have the Anonymous box checked and Recognition name to be filled with “Anonymous”. Recognition Name in Opportunity links to the Payment’s Recognition Name.

 

Do not contact with program updates (Opportunity)

  • If a donor doesn’t want to be contacted by a project, check this box. C&P Online donation form currently mapped to this.

 

Do Not Contact (Contact)

  • This box only exists in the Contact record. If a donor doesn’t want to be contacted by Tides Canada, check this box. C&P Online donation form does not have this field.

 

Client Portal

  • Donor name is showing as Recognition Name. If a donor is anonymous, Anonymous will be shown as the Recognition Name.

 

Revenue Report

  • This Salesforce report sent to project’s box folder currently excludes Anonymous donations.