Announcement

Collapse

Information Needed

See more
See less

Linking different products to different bank accounts?

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

  • Linking different products to different bank accounts?

    We have different bank accounts for different departments in the organization. Is there a way to segment the money to go to different bank accounts depending on the product that is sold? Or, if not, what are our options? Not sure if this is the right forum for it, so please redirect if necessary.

  • #2
    Good day @jon4321

    You may have any number of C&P accounts but each account connects to one bank account. However, you can submit the ticket here so one of our accounts team members will assist you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Thanks. Putting in a ticket now.

      Comment

      Working...
      X