Is there a way for a donor to manage/see their donations? I know they would have to create an account to do that, and assuming that they can't, but wondering if that is ever going to be an option?
Announcement
Collapse
No announcement yet.
Donor Managing recurring donation
Collapse
X
-
Good day @jasonleming
For now, it is not possible but yes, if you are using SF we are going to release v10 hopefully before the end of this year in which donors will have a portal to access their donations and manage their recurring.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