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Easier access to Transaction search and list in new Connect

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  • Easier access to Transaction search and list in new Connect

    Hi! For folks who live largely in Salesforce and only go to Connect for reposting transactions, and even for folks in Connect who are working on transactions, having the search front and center on the old page was very handy. Now it takes 2-3 clicks to search or see a list of all transactions.

    And since the left nav doesn't seem to remember the sticky setting to stay open once you close it (even with the toggle set), it's a couple extra clicks to get to the transaction list as you have to open the nav. Can we surface that a bit? Thanks!

  • #2
    Good Day, Perc-BRC,

    You may use the search icon in the dark bar at the top of the page to search as you have in the past

    Regards, C&P Support
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    Click & Pledge Support Department

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    • #3
      Hi- I don't see the search in the top nav without first clicking the app launcher icon and then Transactions and Reports.

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