FREE TRAINING: Join us for Open Office Hours every Tuesday at 3 pm ET or for our weekly training webinars. View Schedule >>

Donations app adds Transaction detail view for a wealth of information

created

With the latest release of Soapbox, you have access to a new detail view for Transactions in the Donations app that offers a wealth of information. The new Transaction detail view allows to do all of the following and much more:

  • View all relevant details for the transaction provided by the donor including credit card type, expiration date and last four digits of their credit card, custom field data, billing address information, and more!
  • See subsequent recurring donations on the initial recurring subscription detail view and easily access the initial recurring subscription detail record when viewing a subsequent recurring donation
  • View the status of the Salesforce Lead created by Soapbox and any errors reported by Salesforce to Soapbox when attempting to create the Lead
  • View if the transaction was made onsite or off-site directly with PayPal
  • Determine if a transaction was abandoned by the donor after they were sent off-site to PayPal
  • View if a transaction was a test or live donation
  • View dedication information provided by the donor
  • Designate a transaction as fraud in Soapbox

Check out these Support Center articles for further details:

Happy Soapboxing!

Have more questions? Submit a request
Article is closed for comments.