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Sept. opportunities not posting to contact records

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  • Sept. opportunities not posting to contact records

    We've had three transactions this month through Click and Pledge - one membership payment and two event payments. None of these transactions shows up as an opportunity on the corresponding contact records. Everything was working fine in August, we got email confirmation of the three Sept. C&P transactions, and can see the two event payments in the relevant events. Yet, nothing shows up in the contact records. What is wrong and how do we update things so the opportunities do show up in the contact records?

    Thanks for you help,

    Suzi

  • #2
    Never mind. We figured it out once we realized that the same thing happened in June and we found that email trail. The check box allowing SF integration wasn't checked. That's been fixed, so we are now pushing the missing transactions.

    Thanks anyway!

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    • #3
      Good day!

      Glad to be of assistance

      Let us know if we can be of more help.
      Regards,
      Click & Pledge Support Department

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