No announcement yet.

Need portal access! (For embedded Virtual Terminal) -URGENT (sorry)

  • Filter
  • Time
  • Show
Clear All
new posts

  • Need portal access! (For embedded Virtual Terminal) -URGENT (sorry)

    Hi there, we're preparing for an auction (using Auctions for Salesforce and C&P), and it looks like none of our users have access to the Legacy Portal (which, as I understand is the only way to verify our Salesforce instance in relation to our C&P account for use in the eVT). I've tried using the forgot password function for a couple different emails, all with no luck ("Email Address is Not Valid").

    Thank you for solving my issue! (resolved via phone)
    Senior Member
    Last edited by jillifoss; 09-05-2018, 02:43 PM.

  • #2
    Good day @jillifoss

    Would you please share the C&P Account number as well as the email address you would like to add as a user?

    Looking forward to hearing back from you.
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub:


    • #3
      A member of support called and resolved this, so I removed the email and account number. This issue is now closed. Thank you!