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NEW DONATION creating NEW ORGANIZATION but not creating NEW CONTACTS

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  • CnP.Support
    replied
    Good day!

    Your instance was upgraded earlier today to the latest release and all your data was also imported from Click & Pledge to your Salesforce instance.

    We also did a $0.50 test transaction and all posted correctly to your account.

    Please review your account and let us know if we can be of any further assistance.

    Leave a comment:


  • woth
    replied
    Thanks CP!

    We need to upgrade your package to 4.21. Version upgrade from 3.x to 4.x needs to be done by us and we are currently upgrading all clients as requests come in.
    +Yes, I have gave them my user id and pw and security code—but haven't seen the upgrade changes yet.
    +Let us know when this is done.

    THANK YOU FOR YOUR SUPPORT!

    Leave a comment:


  • CnP.Support
    replied
    Woth,

    We need to upgrade your package to 4.21. Version upgrade from 3.x to 4.x needs to be done by us and we are currently upgrading all clients as requests come in.

    Please contact support and request upgrade to 4.x.

    Version 4.x has a lot more options and provide a tighter integration with the NPSP. The upgrade is free and the notice was posted on the forum a while back also sent out as a newsletter.

    http://forums.clickandpledge.com/sho...ance-from-3-15

    Leave a comment:


  • woth
    replied
    What version of PaaS are you currently running? Salesforce Setup > Installed Packages (Please note as of Feb. 2, 2012 the latest version is 4.21 - check latest release).
    + We are using 3.7
    You can view it here:
    http://www.box.com/shared/ojg41qnncdt1hqiqal1q

    In C&P Settings what option have you set up for Account Creation?
    + I just have "Organization" and "Opportunites" checked
    You can view it here:
    http://www.box.com/shared/myxqu52aa40cnt6cbtds

    In C&P Settings what option have you set up for Contacts?
    + I am not really sure what you are asking...

    Are you using Nonprofit Starter Pack?
    + Yes

    In C&P Data is there an error given for one of your transactions? Please click on C&P Data and select one of the transactions. At the bottom of the transaction XML data there is a line titled "Messages". If there is an error it will be listed there.
    +No

    Do you have any custom fields added to the CONTACT object that is set to be mandatory but has no default values?
    + No

    The system should create account & contacts automatically. If Contacts are not being created it is either due to an encountered error or a setting.
    I understand that, I just need you guys to guide us how to have a right settings—because we really didn't change any settings.

    Leave a comment:


  • CnP.Support
    replied
    Good day Woth,

    Please let us know the answer to the following questions:

    1: What version of PaaS are you currently running? Salesforce Setup > Installed Packages (Please note as of Feb. 2, 2012 the latest version is 4.21 - check latest release).
    2: In C&P Settings what option have you set up for Account Creation
    3: In C&P Settings what option have you set up for Contacts?
    4: Are you using Nonprofit Starter Pack?
    5: In C&P Data is there an error given for one of your transactions? Please click on C&P Data and select one of the transactions. At the bottom of the transaction XML data there is a line titled "Messages". If there is an error it will be listed there.
    6: Do you have any custom fields added to the CONTACT object that is set to be mandatory but has no default values?

    The system should create account & contacts automatically. If Contacts are not being created it is either due to an encountered error or a setting.

    Leave a comment:


  • NEW DONATION creating NEW ORGANIZATION but not creating NEW CONTACTS

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    When our new donor donates through click and pledge form our web form, it creates a new organization but not new contacts. Is there a way it creates both when they are new donors?
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