Announcement

Collapse
No announcement yet.

Donor Manage their own donations

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Donor Manage their own donations

    Is there a way that the donor can manage their donation directly (change amount, change credit card, etc.) instead of having to contact us to help them? We also connect to Salesforce.
    Last edited by Monique; 01-23-2023, 05:24 PM.

  • #2
    Good day @Monique

    As of now, it is not possible but yes, if you are using SF we will release v10 in which donors will have a portal to access their donations. Hopefully, the release is expected in Q2 of this year.​
    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


    • #3
      oh, good! Thank you!

      Comment

      Working...
      X