Announcement

Collapse
No announcement yet.

How can I see how a donation was recorded

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • How can I see how a donation was recorded

    That is, if it was made through the iframe on the org's website, or by a credit card entered in Virtual Terminal? I can see where in C&P Data a credit card (or check) goes in; I just don't know what field flags where the entry went in. Thx.

  • #2
    Good day @briegull

    You may find all the above details in C&P Transactions detail page:

    Click image for larger version

Name:	transaction details.jpg
Views:	21
Size:	176.0 KB
ID:	29406


    Hope that answers your question. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Thank you. Just what I wanted to know!

      Comment

      Working...
      X
      😀
      🥰
      🤢
      😎
      😡
      👍
      👎