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  • Question about receipts emailed by C&P

    Hi,

    This is a dumb question, but I'd prefer to get the answer from you than to wade through the documentation to find it.

    For receipts generated by C&P for transactions submitted by a FaaS form, where in C&P (or SalesForce) do I need to go to enter the email addresses of the recipients of the receipt? I forgot and need to set some people up to get the system receipt for these transactions.

    Thank you!

  • #2
    Good day @Lew,

    Are you referring to the "System" receipt - meaning the receipt that is automatically sent by the platform or are you referring to the autoresponders as sent through Salesforce?
    Regards,
    Click & Pledge Support Department

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    • #3
      Yes the System Receipts, not auto-responders. Thanks!

      Comment


      • #4
        Good day!

        Please follow the steps listed below:
        1. Login to the Portal
        2. Click on the Account Info tab
        3. Click on Profile
        4. Scroll down to the section titled: Receipt / Email Notification:
        5. Add the emails & update
        Hope that answers your question.
        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/
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        • #5
          Thank you! So doing this clearly will send receipts only for transactions posted to the C&P account that you logged in under, correct? So our form posts to C&P account 12345. I log in to the Portal and select account 12345 and set up these email addresses. So only transactions in FaaS where the Account number is 12345 will generate the system receipts, right? I expect this is the case, but just confirming.

          Comment


          • #6
            Good day!

            yes- you are changing information for the account that FaaS is posting to. So the answer is yes.
            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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