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  • Click & Pledge Receipts

    Hi there,
    I have two questions regarding C&P receipts: can a C&P receipt be "attached" to an opportunity created in Salesforce (as a file perhaps)? And if we have multiple campaigns running simultaneously, can you have custom receipts for each campaign? Thank you.

  • #2
    Good day @lsoulet

    You can create multiple custom receipts and assigned to specific Campaigns but it is not possible to attach to the opportunities in Salesforce.

    Please let us know if you have any questions.

    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/
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    • #3
      Great, thanks so much.

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      • #4
        Could you point me to instruction on how to have multiple receipts for campaigns using connect?

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        • #5
          Good day @pcfm1974

          It is very simple, all you need to do is to create the receipt under Receipt Settings and in Campaign, you will those created receipts from where you can assign it.

          Please review the following KB article: https://support.clickandpledge.com/s...nnect-receipts

          Please review it and let us know if you have any questions.
          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

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