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Need to update address and contact information on receipt

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  • Need to update address and contact information on receipt

    Hello,

    It has come to our attention that even though we have updated our company's address and contact information under Your Profile > Account Information, our receipt still has an old address and contact information for a former employee. How can we change this template to reflect the correct information? I've included a screenshot so you know which template I'm referencing.

    Click image for larger version

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    Thank you!

  • #2
    Good day samanthap

    The information is probably coming from the Default pages in the portal.

    The only way we can determine the source of this information is to see the very last line in the receipt. If you open the receipt and scroll to the bottom (& I mean bottom) there is a line with a small font that has a set of numbers showing the source of various aspects of the transaction.

    Please post that to this thread so we can determine where it is coming from.
    Regards,
    Click & Pledge Support Department

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    • #3
      I'm hoping this is the set of numbers at the bottom of the email that you're looking for. Please let me know if you were looking for something else.

      Click image for larger version

Name:	receiptTransactionLine.PNG
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ID:	24720
      Thank you!

      Comment


      • #4
        Good day samanthap

        Yep! that is great.

        Now take a look at that line - The following describes what it says - hopefully it helps in the future.

        Your account: 19484
        WID: 47465 (this is the page that is being used for this transaction)
        Internal-PaaS01: The server that processed this transaction
        PaaS:2016xxxx: The version number of the API that processed this transaction

        So now let us review WID: 47465

        Click image for larger version

Name:	2016-07-01_9-59-37.jpg
Views:	13
Size:	84.4 KB
ID:	24722

        Edit the page and go the step that shows Organization Information:

        Click image for larger version

Name:	2016-07-01_10-00-48.jpg
Views:	14
Size:	64.2 KB
ID:	24723


        Is this the stale information you are trying to change?
        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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        • #5
          Thank you so much! That's exactly what I was looking for!

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