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Viewing the tribute information for a Transaction


For a Donation form, you offer donors the option of donation in honor or in memory of someone or something. If you Donation form integrates with Salesforce, this information will be saved to the Lead record and subsequent Opportunity record. You can also view it in Soapbox.

To do so:

  • Go the Transactions view in the Donations app
  • Find the transaction in question using the search field and/or filter pane
  • Click the hyperlinked Name to view the Transaction detail view
  • Scroll down to the Dedication Information section

You can also view tribute information in the CSV file created when you export Transactions.

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