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TheMaryC
Opportunity doesn't appear on the Contact tab?
If I'm on the Contact page and slect the "New Contact Donation", the donation shows up on the contact page......just like it's suppose to do.
However, if clone that donation, it does not appear on the Contact tab? Also, If i creat a donation from the donation tab, it doesn't appear on th Contact tab?
Any suggestions as to why?
I'm using Non Profit version...
All Answers
There is not enough information in this post.
is this related to sites, portal or contact page in salesforce.com org?
Ultimately what I want to due is: When the status of an opportunity is changed to "posted" and one of the products is "Memberships", I want SalesForce to automatically create a new opportunity and copy the "Memership" product. I thougth I would start off with a "clone" and then modify it to a workrule once I got it working...
The reason I want this is 1) so that the next years membership dues will show up and allow me to easily send out reminder notices 2) if they are not paid, the staff would change the status to "Canceled" and thus give me a feel for how many memberships are not renewed eached year..
Thanks
is this related to force.com sites?
If not let me know I can move this to a more related discussion group.