Information Needed

See more
See less

Virtual Terminal Default Items Settings

  • Filter
  • Time
  • Show
Clear All
new posts

  • Virtual Terminal Default Items Settings

    Is there a way to make it possible to select the Payment For field as an editable field, while still choosing the "Lookup" feature? I need to limit my users to choosing items in a lookup list, but I have two items that I also need to allow them to slightly modify. Currently the options only allow the other fields to be editable, and not the "Payment for" field.

  • #2
    Good day @ndlugajczyk

    Sorry, it is NOT possible. Whatever the items listed in the Default Items settings will appear as lookup or picklist. However, I have forwarded this to our developers to review the possibilities for upcoming releases.
    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: