Enhanced Recurring Donations Maintenance

When the amount, frequency, or other core attribute of a Recurring Donation changes, enter a Terminate After date and click Save. The app will automatically remove associated Donation records with Close Dates later than the Terminate After date, provided they are not in Posted or Withdrawn status.

Then create a new Recurring Donation with the revised terms, and let Salesforce automatically create the full set of associated Donation records.

Install in a free 3-day trial via the Get It Now button, then purchase a one-year license at http://auroracyberware.force.com.