Surface transaction/ticket information inside the Activity Timeline
complete
Tori Meglio
Use the sidebar functionality found in the transaction tab inside the Contact Activity Timeline to produce transaction and ticket information without leaving the Contact profile.
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Kevin Replinger
complete
Hi folks,
To open the transaction drawer without leaving the contact record, click the three-dot icon on a transaction in the activity feed and select View transaction.
Thanks,
Kevin
D
Darylle Sheehan
Please! It's very confusing to see the created date in the activity timeline for external gifts that were imported.
Jesse Saldana
planned
Jesse Saldana
open
Tori Meglio
planned
Tori Meglio
Teachers' Treasures Treasures's mentioned:
I found myself having to switch between the transaction and contact tab to find info for one constituent when I wish it was all centralized.