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Best Way to Clear Old Cash and Check Transactions?

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  • CnP.LiveSupport.AB
    replied
    BZCCP.

    ​​​​​​​Be sure to make those changes in CONNECT transaction detail - changing them in Salesforce will have no impact.

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  • CnP.LiveSupport.AB
    replied
    @BZCCP,

    Change the CONNECT Campaign on the transactions to blank, so they don't affect any specific campaign. This will not affect your primary dashboard (all campaigns), but you can control which Campaign (or none at all) the transactions impact.



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  • BZCCP
    replied
    How do we get the dashboards to be accurate?

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  • CnP.Support.AM
    replied
    Good day @BZCCP

    Sorry, it is not possible to delete the transaction records in Connect. You may delete the contact information but not the transaction records.

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  • BZCCP
    started a topic Best Way to Clear Old Cash and Check Transactions?

    Best Way to Clear Old Cash and Check Transactions?

    We did a series of cash and check transactions through C&P Virtual Terminal in Salesforce to test SKUs, Automation, etc... What is the best way to clear out these transactions from Connect? Thank you. The Dashboards on C&P Homepage do not reflect deleting the transactions in Salesforce.
    Last edited by BZCCP; 05-30-2021, 06:01 PM.
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