Skip to main content

Search

Account Actions Overview

Comments

Let us know what was helpful or not helpful about the article.

4 comments

  • Angela Tao

    What are the security settings to be able to made changes to the "View Balances" section?

    0
  • Becca Drake

    Hi Angela,

    Thank you for your comment. If I am understanding your question, in the Permissions screen, you can give permissions to different groups to adjust balances. If you have any additional questions, please contact Support.

    Thank you,
    Your Help Center Team

    0
  • Terri Beauchamp

    I see that there is a section for Account Notes, but I cannot find a report that you can ask for the notes to be included in the report. So is this field only for notes you want to see when you open the account, but you are unable to print them for different accounts?

    0
  • Becca Drake

    Hi Terri,

    At this time, there is not a report available to pull account notes. Account notes only display in the account. You can submit this as a feature request by following this link: https://www.civicrec.civicplus.help/hc/en-us/community/topics#FeaturedRequests.

    Thank you,
    Your Help Center Team

    0

Please sign in to leave a comment.