Announcement

Collapse
No announcement yet.

Sorting Settlement Reports - CONNECT Reports

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

  • Sorting Settlement Reports - CONNECT Reports

    It would be really helpful if the propay settlement reports in CONNECT were organized by Sweep Date starting with the most recent on top.

  • #2
    Thanks for the suggestion,
    dstephens
    Senior Member
    dstephens. I've been told we will be able to add this feature to the next release. You should be able to change the sort direction within the next month.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

    Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

    Comment


    • #3
      That's great news! I know my CFO will be happy! One other suggestion that came to mind. In Salesforce, I'd love to have an editable "Cancel Reason" field on C&P Recurrings. It would be great to be able to run reports on C&P Recurring cancellation reasons.

      Comment


      • #4
        I recommend creating a custom picklist field for "Cancel Reason" on the C&P Recurring object (CnP_PaaS__CnPRecurring__c). You would be able to add additional reasons by editing the values of the picklist. This way the field becomes available on your C&P Recurring Details page so you can set the value as you manage the recurring donation, and report on it in Salesforce reports.



        Click image for larger version  Name:	2020-09-09_CnP Recurring Field Set.jpg Views:	0 Size:	65.1 KB ID:	55413

        Click image for larger version  Name:	2020-09-09_CnP Recurring Field Set on layout.jpg Views:	0 Size:	134.2 KB ID:	55414


        This involves Salesforce customization, so you may want to consider getting assistance from one of our Partners, or I could get a quote for you from our Premier Support to do this for you.

        Reference:
        CnP.LiveSupport.AB
        Super Moderator
        Last edited by CnP.LiveSupport.AB; 09-09-2020, 09:08 AM.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

        Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
        Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

        Comment


        • #5
          Field Sets! That was what I was missing. I had created the custom field a while back, but couldn't figure out how to get it displayed. Thank you so much! I'm all set now. This is great.

          Comment


          • #6
            Good to hear, David, I'm glad that was a good option for you.

            ~ Amanda
            C&P Customer Advocate
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

            Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

            Comment

            Working...
            X