====== Payments ======
This section is for working through buttons, related lists and Lightning Pages for the Payments object. 

===== Content =====
  * [[donor360:object_configuration:80payments#Page Layouts|Page Layouts]]
  * [[donor360:object_configuration:80payments#Lightning Page|Lightning Page]]
  
  
==== Page Layouts ====
    * Click **Setup**, **Object Manager**, **Payments**
    * Select Page Layouts, Select **Payments (Cash)** in the pallet
        * No related lists are needed
        * Ensure fields are on page layout
    * Select Page Layouts, Select **Payments (Non-Cash)** in the pallet
        * Add or remove related lists as needed, but include:
           * Security Settlements
           * Other lists are optional
           * Ensure fields are on page layout that relate to security settlement records
        * Click **Save**
    * Click **Page Layout Assignment** to ensure users see the correct layouts

==== Lightning Page ====
     * Select the Custom Lightning Payment Record Page (either the one labeled with FDNP or a custom version) for Payment record. 
        * Click **Edit**
          * It's optional to setup a customized Highlights Panel for the Payment object. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
          *  Click **Fields** in left panel
            * Grab **Dynamic Highlights Panel** from panel and drag above the existing Highlights Panel
              * In right panel, Set **Primary Field** 
              * Populate the desired fields in the **Dynamic Highlights Panel** by dragging them from the left
              * Set number of **Visible Action Buttons**, Click **Add Action** to select buttons 
                * Add filters to Action buttons as needed
                * Click **Save**
                * Add Filter to Dynamic Highlight Panel if desired
                * Remove the standard Highlight Panel, **Save**


            * It's also optional to upgrade the Record Detail section of the Details tab. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
              * Click **Tabs**
                * Click **Upgrade Now** in the right panel, **Next**
                * Select the Page Layout previously created for **Payments**, **Finish**
                * Leave the **Default Tab** as "Details"
                * Individual fields can be filtered as needed
                * Click **Save**
                  The Payment page should look something like this when finished.

Cash Payment Record:                  
{{ :donor360:object_configuration:paymentcashrecord.png?400 |}}

Security Payment Record:
{{ :donor360:object_configuration:paymentsecuritysettlement.png?400 |}}