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Add Payment Instrument fields to the page layouts. Include fields to obtain account holder and payment method details that are required to complete a transaction.
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
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| To add the new Payment Instrument fields to page layouts: | Fundraising_Admin permission set group |
Update the Gift Transaction and Gift Commitment Schedule Lightning page layouts to include the Payment Instrument fields.
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