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Microsoft Dynamics 365 | Integration, Dataverse...
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Fundraising and Engagement

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Posted on by 5

Hello everyone,

I am using Fundraising and Engagement.

I added another payment type (gift type) to option list payment type (ie etransfer) as this option is not default.

I cannot see this option when a new transaction is created.  What  i have notices is that in configuration record in gift type setup you can switch on/off payment type for the drop down list transaction.  How do we bypass this setup so we can see new added option list?

  • Charity Man Profile Picture
    Charity Man 5 on at
    RE: Fundraising and Engagement

    Hello Leah,

    I looked at this link but it does not talk about adding more option to the gift type drop down.

  • RE: Fundraising and Engagement

    Hi Charity,

    Maybe you can refer following link:

    https://docs.microsoft.com/en-us/dynamics365/industry/nonprofit/fundraising-engagement-gifts-transactions#gift-entry 

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