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Where are New Policy and Manage Recurring Policy tabs?

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  • Tracy
    replied
    Yes, thank you! That's exactly what I need.

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  • CnP.Support
    replied
    Good day Tracy

    Does this help?

    Click image for larger version

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  • Tracy
    replied
    Yes, we have not ported and are still using legacy. So shouldn't this screen should be visible?

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  • CnP.Support
    replied
    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.

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  • Where are New Policy and Manage Recurring Policy tabs?

    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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