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Add start month to automated year attached to courses etc

For courses and activities, the year auto-populates in the listing, but the accounting department needs the month to be part of that, otherwise they have to manually go into each listing to find out what month the course happens and where to book the revenue

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Becca Polglase shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
In Review  ·  AdminJeff Bowman (IT Manager, The Mountaineers) responded  · 

The automation here is only applied when a course is created, and volunteer course admins can and do change according to their own needs. So it’s best if we handle this in Salesforce. Currently we should be recording revenue based on the transaction date and then using the report that finds all revenue that was collected in the prior fiscal year but is for activities and courses that start in the current fiscal year.

The title for activities is “{activity template title} – {route/place title}” so there is never a year added to its title.

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