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  • Temporary Accounts

    Since migrating to the Double the Donation 360Match Pro, a temporary account has been created for every transaction taking place (even recurring transactions established before the migration). It lists the company name as the domain of the email being entered (see attached).

    C&P needs to be updated, I'm not sure if that is the issue.

    Salesforce ID is 00D41000000em4a
    And login access has been granted for 1 week.

    Thank you
    Attached Files
    Last edited by cbarton; 11-20-2020, 08:27 AM.

  • #2
    Good day @cbarton

    You have not attached the screenshot. Would you please share the screenshot so that we know exactly what you are referring to?

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    • #3
      I updated the post with an attachment. Here it is again. Also, I realized they are not just virtual terminal transactions, but ALL transactions, including recurring payments set up before the migration.
      Attached Files

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      • #4
        Ah, it is the new feature of DTD. Please note that in case of not selected the DTD company name then it creates with the domain of the email address.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          So how can we correct this? Can that setting be turned off?

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          • #6
            As of now, we don't have an option to turned it off but I have forwarded it to our developers and hopefully, it will be resolved in the next release.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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