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Created by (Salesforce User Name) when processing donations via Virtual Terminal

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  • Created by (Salesforce User Name) when processing donations via Virtual Terminal

    Hi, I have 8 team members who process donations using the Virtual Terminal. For auditing purposes, we are not able to identify which team member processed which donation. This is really important to us. Not only to identify if there's potential training needs (if a certain user keeps making mistakes while processing donations), but also to keep track of their productivity (if one team members processes more donations than others or vice versa), etc. Currently the "Created By" or for the C&P recurring it's the "Owner",is showing as Integration User for all donations processed. Please consider having this functionality. It'll be very helpful for us!! thank you!!

  • #2
    Good day @mjokiman

    It is a part of version 10.x which is hopefully due out in Q4 of this year. This has been also stated in one of your following thread: https://forums.clickandpledge.com/fo...rtual-terminal
    Regards,
    Click & Pledge Support Department

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