Adding New Opportunity Record Types for Receipting : Support Centre

Adding New Opportunity Record Types for Receipting Print

Created by: Jack Martins

Modified on: Mon, 13 Mar, 2023 at 11:18 AM

To add new Opp record types, there are few steps to configure the system

1. Define and Create new Record type on the Opp object(Note: the Record Type Name needs to match on the Form Email template as well as on the Receipt Template filename.

2. Create the Email Acknowledgements for the new RTs

3. Add the new RTs to the Form Email template object

4. Add new the new Email Template(s) to the Default Form configuration Email Template Tab

5. Create Receipt Templates for the New RTs and pass to cloudStack to load

6. Creating the Opps will use the Salesforce 'New" opportunity button.

7. Ack/Receipting will leverage fundRaising manager to process the Ack and Recepting.

Jack is the author of this solution article.

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Adding New Opportunity Record Types for Receipting Print

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