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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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Additionally a "primary donor" contact role is not being pushed if a temp contact is made into a new contact. -
Hello? Any answers or support on this issue?
Any help on this issue? Is this a bug due to the bucket model?Comment
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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
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/Comment
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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
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/Comment
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