Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
Ashleigh Thomas
shared this idea
Hi team, the ability to show locked transactions in Find & Recode has now been rolled out 🥳
You'll see a check box for this in the search area.
As mentioned in my last update this will show the transactions, however they will be read-only so you can view them in the search results but non-selectable to make changes. Thanks for your feedback on this here.
