In the new version of C&P, how do we search through the transactions for a specific person's transaction? Is there a search box somewhere? Thx
Announcement
Collapse
No announcement yet.
Searching for transactions
Collapse
X
-
Good day @[email protected]
You can find the global search box under the Transactions tab. Login to Connect >> Launcher (top right corner) >> Transactions & Reports >> You find the global search box at top right corner of the page:
Hope that helps.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