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Connection between credited transactions and SF Opportunities

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  • Connection between credited transactions and SF Opportunities

    Hi,
    Using the Connect platform, we credited a CnP Transaction. It worked fine.
    Now I want to report on the transactions that were credited.
    How do I do that?
    Is it a field on the original transaction or is it a separate transaction with a connecting lookup to the original transaction?
    A practical example: our account is 29376. The CnP Order Number is 1504271256020902021.
    On the Connect platform it is in the list of Payment Status = Credited transactions.
    How do I access that in my reports and views?

    Thanks,
    YS

  • #2
    Good day!

    The report in Connect is still under development and we are targeting the first week of July for its release. For now the reports need to be downloaded via the Portal- the old fashion way.

    In the reports in portal transaction reports have a column that shows if a transaction status is "settled", "credited", "voided", etc.

    Go to the https://portal.clickandpledge.com > Account Info > Reports > Search & Download

    Download a consolidated report and you will see the column.

    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

    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/
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    • #3
      Hi,

      I see that there is a field called Status that has the information in it (Credited, Settled, etc.).
      On which CnP object does the Status field reside?
      I can build a custom report type in the interim, but I cannot report Financials to my CFO if I cannot filter out credited transactions!

      Thanks for you help,
      YS

      Comment


      • #4
        Currently we don't post credits & voids to Salesforce. This is a feature of release 10, due out by the end of the year.

        At this time it needs to be manually adjusted in opportunity.
        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
          OK. Good to know that I need to post things manually. However, that only makes it more necessary to create accurate reports and views. What is the object on which the Status field sits? I will create a custom report type.

          Comment


          • #6
            Good day!

            Status / Stage is in Transaction & in each opportunity. I believe the best way to do this is to change the stage in opportunity. Getting reports on opportunity through native Salesforce report should be easy.
            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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            • #7
              Hi,
              I know where to update the opportunity in Salesforce. My question is which field in which CnP object is storing the value "Credited"? Even if the information is not yet posting to Salesforce, it is still being stored somewhere.
              Thanks for you assistance,
              YS

              Comment


              • #8
                Good day!

                Closed Won, Closed Lost, etc. are all stages in Opportunity.

                Once we post it to Salesforce we will have a setting in the Opportunity > Stage setting where you can identify what stage you wish to assign to the credit.

                Hope that answers the question.
                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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                • #9
                  Hi,

                  I'm so sorry, but that does not address my question.

                  I'm not asking about a value in the Opportunity object in the future.

                  I'm asking about where, right now, CnP stores the CnP information that knows that a CnP Transaction has been "Credited."

                  I understand that the Salesforce object (Opportunity) is not yet being updated. That's fine.

                  Nonetheless, CnP has the information. It displays it on the Transaction screens. It reports on it in the old portal reports.

                  I can access it using Dataloader.io . Please tell me where I can find the information in the CnP objects.

                  Thanks so much!
                  YS

                  Comment


                  • #10
                    Good day!

                    We don't post that information to Salesforce. Salesforce, at this point, has no knowledge of credits or voids since data does not post to C&P Data.

                    This information is ONLY available in our portal.

                    I hope that answers the question.
                    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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                    • #11
                      I'm asking if you can tell me where it is stored in CnP. In addition to the portal, I could access it through Dataloader. The portal is more difficult. It's a Yes/No. I'm ok with both. It's just a shame if I cannot access it from a place that is totally available without any effort.
                      Thanks, YS

                      Comment


                      • #12
                        Good day!

                        Currently the only place that has this information is the C&P Portal > Account information > Reports [Detailed or Consolidated]

                        You may download the report and the status column will show you if it is Settled or Credited. Please see below. This is the only place this information is currently available.

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                        We are working on a report builder in Connect and it will be available this week as soon as the testing team completes their test. For now the report is only available in the portal but it will soon be available in Connect as well.
                        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

                        Comment


                        • #13
                          Thanks so much! Very helpful. I appreciate your patience with me. Thanks, YS

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