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Turn off Old Receipt from Legacy Portal

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  • Turn off Old Receipt from Legacy Portal

    We have created an event through Salesforce on the C&P Events Management Platform and have created a custom receipt for it. However, the old receipt from the Legacy Portal is still being sent to event registrants. I have checked the "Do Not Send Receipt" box on the legacy portal settings, but nothing changed. Does it take a day or something for the system to recognize that change?

    We do not want the Legacy Portal receipts to send anymore - we use Connect or the Events Platform now. Please help.

  • #2
    Good day @[email protected]

    Have you checked the box for Send Receipt option within the Event under Messages?

    Click image for larger version

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    Please note that the portal setting may be overridden by any application. If you have check the box "Send Receipt" for the system receipt, since it is being manually stated the system receipt will be sent to the patron. Any application may force the receipt to be sent if specifically asked to send.

    Please check and 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

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    • #3
      Good day again!

      We noticed that you are version behind of our apps. Please note that in order to send the Connect receipt for your Event transactions, you need to upgrade your instance with latest versions of our apps.

      In the latest version of Event, we may assign the "Connect Receipt Builder Template" to go out for the event transaction. By selecting the campaign from the dropdown list, the receipt assigned to the selected campaign will send to the payee.
      Click image for larger version  Name:	Connect Receipt.jpg Views:	1 Size:	66.1 KB ID:	30943


      If you would like us to upgrade your instance with latest versions, please grant us access to your instance.
      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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