Is there a way to see all the payments associated with an account? We have multiple opportunities
#Payments #Nonprofit Cloud with one account and I would like to audit to make sure all payments have been captured rather than assuming.
1 respuesta
Hi Heather,
You can create a lookup field on Payments to Account, and populate all the Payments with the Account of the related Opportunity.
This will help you in relating all Payments to the Account and hence showing all the Payments as related list under Account.
Thanks & regards
Mukesh Katoch
