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Hi,
We're having an issue with pledges and pledge payments. Basically, when we go into a pledge and apply a payment, it sometimes does not update and associate things. Some things that have happened:
1) No connection is made between the opportunity and the pledge, despite having created the opportunity using the "Pledge Payment" button and choosing the related things in the virtual terminal fields.
2) If we then manually associate the two, the remaining balance doesn't recalculate. See https://cnp-paas.na11.visual.force.c...fdc.override=1.
3) Occasionally it works. We're new to Salesforce, and it actually seems to work better on pledges we imported from our old system than pledges we created using C&P. This makes me wonder if some of the problem is that we're not creating pledges correctly. Can you outline the steps of that for me, and we'll start there?
4) We have a number in our system that processed incorrectly. Is there any way to make things recalculate? I've been using dataloader to correct them.
Sorry for all, but info in the help file on pledges is understandably hard to search for when "Pledge" is part of the app's name
Thanks for your help!
We're having an issue with pledges and pledge payments. Basically, when we go into a pledge and apply a payment, it sometimes does not update and associate things. Some things that have happened:
1) No connection is made between the opportunity and the pledge, despite having created the opportunity using the "Pledge Payment" button and choosing the related things in the virtual terminal fields.
2) If we then manually associate the two, the remaining balance doesn't recalculate. See https://cnp-paas.na11.visual.force.c...fdc.override=1.
3) Occasionally it works. We're new to Salesforce, and it actually seems to work better on pledges we imported from our old system than pledges we created using C&P. This makes me wonder if some of the problem is that we're not creating pledges correctly. Can you outline the steps of that for me, and we'll start there?
4) We have a number in our system that processed incorrectly. Is there any way to make things recalculate? I've been using dataloader to correct them.
Sorry for all, but info in the help file on pledges is understandably hard to search for when "Pledge" is part of the app's name
Thanks for your help!
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