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Sorting Settlement Reports - CONNECT Reports

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  • CnP.LiveSupport.AB
    replied
    Good to hear, David, I'm glad that was a good option for you.

    ~ Amanda
    C&P Customer Advocate

    Leave a comment:


  • dstephens
    replied
    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.

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    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:
    Last edited by CnP.LiveSupport.AB; 09-09-2020, 09:08 AM.

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  • dstephens
    replied
    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.

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    Thanks for the suggestion, 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.

    Leave a comment:


  • dstephens
    started a topic Sorting Settlement Reports - CONNECT Reports

    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.
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