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The help documents say it's possible to set a custom recurring donation policy, but I cannot find the two tabs to do so. The screenshot from the help forums shows the tabs I'm looking for. Where are they located? We are still on legacy forms. The URL of this help document is http://manual.clickandpledge.com/Por...tml#New_Policy
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Good day Tracy
The screen you are showing is our legacy portal which is still active for clients that have not yet ported.
In the current system (Connect) you may do this with each Campaign. Simple go the Campaign and in the recurring tab to see all available options.
Help articles for Connect may be seen here: http://help.clickandpledge.com/custo...nnect/articles
Hope that helps.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
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Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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Yes, we have not ported and are still using legacy. So shouldn't this screen should be visible?Comment
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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/0F980000000CjpCComment
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Yes, thank you! That's exactly what I need.Comment
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