No announcement yet.

Add Cancel Reason to Recurring?

  • Filter
  • Time
  • Show
Clear All
new posts

  • Add Cancel Reason to Recurring?

    Just a thought here: When you go to cancel a recurring pledge, it would be nice if it required a reason in a text box. If that comment box could then be included for C&P reports in Salesforce that would be a great tool. I run reports to follow up on lapsed/canceled pledges but I cannot tell the reason it was canceled until I review notes made by others in Salesforce on the Contact Record. Having a C&P report for cancelled pledges that gives that reason would be very useful. Thanks for any consideration on this!

  • #2
    Good day @[email protected]

    Thank you for the idea. 99% of our product's additions are based on our client's requests. I have forwarded this to our products team and they will review and see the possibilities to consider it for addition to upcoming releases.

    As always, we welcome ideas and look forward to making this product as productive for you as possible.
    Last edited by CnP.Support.AM; 10-21-2019, 07:41 AM.
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: