Create your own Recurring Donation buttons
The Recurring Donations package contains buttons that kick off the creation of a Recurring Donation from the Contact and the Account. The work by calling the New Recurring Donation page with some special parameters on the querystring.
The buttons aren't modifiable, but you can change their behavior by creating your own buttons and using those instead.
Here's how:
Create a new Button for creating a Recurring Donation from the Contact. Change the URL formula to name the new record as you'd like. You could even use a conditional to determine how you should name the record--name it one way if there is an Account but no Contact, differently if there is an Account and Contact. Play with the formulas to get what you want.
This is what the Contact button looks as of this writing:
{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, [Name = Contact.FirstName & " "& Contact.LastName &" Donation - "& TEXT( TODAY())])}
You could change it so that it uses only the last name of the Contact and doesn't append the date on the end:
{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, [Name = Contact.LastName &" Recurring Donation"])}
In the case of Account, you may want to change the current button:
{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, [Name=Account.Name])}
so that it uses the date in the naming convention, just like the Contact button does:
{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, [Name=Account.Name &" Donation - " & TEXT( TODAY())])}
You can also fill the Contact and Account fields with the Contact or Account you came from. It's pretty tricky, however. Custom fields are a bit challenging because you have to find the ID of the custom field. The only want to find this ID is to go to the new Recurring Donation form and view the source of the page. Search the source for the name of the field and you'll come across the ID. It will be something like this:
CF00N80000002bOmR - that's the visible field on the form that shows the contact name.
CF00N80000002bOmR_lkid is a hidden field that has the id of the Contact.
So you could change the button to look like this, where it fills the name and the id when you come from a contact.
{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, [Name = Contact.FirstName & " "& Contact.LastName&" Donation - "& TEXT( TODAY()),CF00N80000002bOmR=Contact.FirstName & " "& Contact.LastName, CF00N80000002bOmR_lkid=Contact.Id,retURL="/"&Contact.Id])}
Because the field ID is specific to your instance, I can't set it up this way in the package.
When you have your buttons, put them on the related list page layouts for Contact and Account, and remove the buttons that come with the package.