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Multi-payment Opportunities

Here’s a short movie explaining how we’re doing multi-payment Opportunities and dealing with complex nonprofit accounting.

Watch it here.

This entry was posted on Thursday, March 19th, 2009 at 11:35 am and is filed under CRM, Technology. You can leave a response, or trackback from your own site.

2 Responses to “Multi-payment Opportunities”

  1. Chris Says:
    March 21st, 2009 at 8:17 pm

    Hi Steve, it seems like another way you might have approached this would be through using revenue scheduling functionality available in SFDC. Did you stay away from that because of the products piece, too many steps, etc? I’m not a VF/Apex wiz, but could you have populated those entries there instead?

  2. Jenn Says:
    September 14th, 2009 at 4:12 pm

    Just wanted to say thanks for posting this! I just started as a Salesforce Developer/Admin for a non-profit and was in the middle of dreaming up ways to deal with multiple reporting deadlines when I saw this.

    I’ve built similar things in the past and this served as a great “re-imagining” point for me – I really appreciate that you shared it.

    Cheers,
    Jenn

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