Good day @wtben
You may use the C&P Pledge with Account or C&P Pledge with Contact object to accomplish your requirement.
Hope that helps.
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Report Request: C&P Pledges made and won
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Glad you were able to create this report. Sorry I never got back to you. I am cool to create this report on my own. Can you let me know the report type to use?
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Good day!
We can create the above report for you as the release may take a couple of weeks so in the mean time if you would like us to create the report please grant us login access and share the Org ID.
Thanks,
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Good day!
Sorry, as of now we don't have that report in C&P but I will forward this to our developers to see if they can include it in upcoming releases.
Thanks,
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Report Request: C&P Pledges made and won
Is it possible to build a custom report that shows C&P pledges made together with those fulfilled? I'm looking for something a little more integrated than a Joined Report.Tags: None
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