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Opportunity & Related Transactions

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  • CnP.Support
    replied
    Calista,

    Every item in the basket will create a single opportunity. The only item we match against is if PRODUCTS are used with SKU. If the SKU matches then we add the same product to the opportunity. If products are not used, each item in the transaction creates a new opportunity.

    Since it is a SINGLE transaction naturally there is no related list. You may add the FIELD - CnP Order Number to the opportunity.

    Leave a comment:


  • CnP.Support
    replied
    Calista,

    I will discuss this with one of our developers & get back to you.

    Leave a comment:


  • Calista
    replied
    I don't see a related list called Transaction on Opportunity - am I missing something? Using Click & Pledge Payment-as-a-Service 4.11. Best I've got is a field called CnPOrder Number (on Opportunities) that links to the C&P Transactions object.

    Leave a comment:


  • CnP.Support
    replied
    Calista,

    Transaction is a related list and may easily be added to the Opportunity view.

    Perhaps we can add it to our manual as well.

    Leave a comment:


  • Calista
    started a topic Opportunity & Related Transactions

    Opportunity & Related Transactions

    From the Transaction Detail page layout for a C&P Transations record, I can see related opportunities; is there any way from an Opportunity record to view related C&P Transactions?
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