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Opportunity Settlement + C&P Info not showing up

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  • CnP.Support
    replied
    Good day!

    This is a feature of the latest release as listed in the AppExchange.

    Verify that your installed version is: 7.4027

    Please let us know what version is installed in your instance.

    Leave a comment:


  • admin@musicallyminded.com
    replied
    I do know that this is where the "C&P Miscellaneous" should be. When I select visualforce pages, it is not listed.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Please see the image below:

    Click image for larger version

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    The Opportunity Settlement is part of the same Visual Force page as Relationship & Credit Card quick charge. Simply drag the "C&P Miscellaneous" in your Contact page layout and you will see the list of opportunities that satisfy the Manual Settlement condition as described in the following KB article: http://forums.clickandpledge.com/content.php?r=410-Opportunity-Manual-Settlement

    Please let us know if we can be of any further assistance.

    Leave a comment:


  • Opportunity Settlement + C&P Info not showing up

    I do not see "Opportunity Settlements" on the "Configure Settings>Opportunity" page. Where are Opportunity Settlement setups managed now? Did they move?

    Also, the visualforce page "C&P Info" is not available to add to any page.

    How may I settle opportunities?
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