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Givebig questions - changing name and Salesforce

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  • Givebig questions - changing name and Salesforce

    I have a couple of GiveBig questions:

    Is there a way to change your personal name once you've signed in? For example, if an individual fundraiser misspells their name in signing up and would like to change it?

    Secondly, is there a way to have the GiveBig fundraiser first and last name push through to Salesforce with donation information?

  • #2
    Good day Cristin,

    The information is being posted to Salesforce. What version of PaaS are you using? In release 8.20xx the information is posted and you may also use that information with Opportunities, etc.

    Currently the GiveBig does not let change of names by the fundraisers. We will be adding this feature later but now fundraisers don't have a profile page to update.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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    • #3
      Ok, that might be the issue. The C&P team is supposed to currently be updating our C&P apps in our Salesforce for us, since we ran into issues during installation, but it has been delayed so we do not yet have the new version.

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