Groundwire/GWBase — Issue #26: Matching Gift Wizard needs to specify Opp record type
Author: davidhabib
Created: 2011-12-05 21:01:40+00:00
State: open
Labels: Defect, Low

Currently, the Matching Gift Wizard does not specify any record type when it creates the Opp. This is problematic if the user's profile has a default opp record type that isn't appropriate. For example, Sean Pender just tried this wizard, and it created a Project opp.

My only question is whether we need a setting for this, or should always use the "Opp Rectype Contact Gift" custom setting? Also, does this setting make sense, since the Opp is going to get saved on the Org?