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Auctions for Salesforce + C&P: Duplicate Opportunities being created

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  • Auctions for Salesforce + C&P: Duplicate Opportunities being created

    Hi there!

    I am having an issue with auctions for Salesforce and C&P. When a contact purchases an auction item, it creates a GW auction purchase opportunity.

    When the CC processes, C&P creates an opportunity for the full auction purchases lump sum amount. This skews the opportunity amount totals on the contact/account record.

    I have since deleted the test transactions but on the household I would see:

    2016 Auction item purchase opp: .01
    2016 Auction item purchase opp: .01
    Auction purchases: .02

    The last opportunity being created by C&P with the order number, compiling the first two opps, but now the rollup says total gifts ".04" which isn't true.

    You have login access. Thanks!


  • #2
    I am having this same problem but can find any info on what to do.

    Comment


    • #3
      Good day @Marisa Way-Rogainis

      That is an expected behaviour. In case of Auctions you will see 2 opportunities one created by GW Auctions and the other one by C&P. We creates the Opportunity for payments and we don't have any information of Auction Opportunity to update it. At this time we don't support Auctions for 100% but it is under development and will address all of this issues. As of now we don't have any ETA.



      Regards,
      Click & Pledge Support Department

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

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      • #4
        Hello - I just wanted to follow up to see if there was any progress on fixing this issue. It's a real issue for calculating roll-ups for individual donors. Our next gala is in June and was hoping this wouldn't happen this year...

        Comment


        • #5
          Good day @Louise Kelly

          We are hoping the same but not before the Q4. It is under development. As of now, we don't have any ETA.
          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

          Comment

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