Hi! I'm on the bucket model for a client in Salesforce and I'm noticing that when the main contact has made a purchase a contact role as "primary donor" is created for that purchase - however, when an alias purchase is made from a new alias and then merged with the contact record (so that the opportunity than pushes to Salesforce) the opportunity pushes but the contact role does not...is there an easy fix/setting issue that addresses this?
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Alias info not being pushed to Opportunities as primary donor contact role
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Good day!
Sorry for not responding to this earlier. We had to research this and test given your report.
Our test confirms this is a bug and we are working on doing a release shortly.
Sorry for the inconvenience.Regards,
Click & Pledge Support Department
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Good day!
We just released the patch to resolve this issue. Please see: http://forums.clickandpledge.com/showthread.php?t=1897
Please follow the normal upgrade steps as outlined here: http://forums.clickandpledge.com/con...-About-CNP-App
Thank you for letting us know of this bug and sorry for the inconvenience. Let us know if we can be of any further assistance.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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