We are working on a report to project membership pledge payments based on FY 2016-17. Some of our members made their membership payments for the 17-18 member year in June 2017. We want to exclude those transactions. I have tried filtering based on Invoice name, scheduled transaction date, and designation membership year. None of those filters are working.
@Apsona for Salesforce1 件の回答
HI @Elizabeth Hackett, this sounds like a question around the @Congregation Connect App. Can you email us (support@congregationconnect.com) some screenshots of the report and indicate which records you are trying to exclude? We would be glad to help you.
