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Temporary Contacts does not pull the proper suggestions

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  • Temporary Contacts does not pull the proper suggestions

    Hello,

    Our organization, AVODAH, uses the Temporary Contacts feature for all donations. I review each donation and match it up to the proper record. About 2-3 days ago, I started to notice that when I pull in any temporary contact, Salesforce is no longer trying to pull records that could match the donor. Rather, it's pulling very random records that do not make any sense. I'm having to manually search for the record and match it up that way.

    Is there any way to fix this?

    Thanks!

  • #2
    Good day!

    This could be a mapping issue in the C&P Settings > Contacts & Accounts.

    Please grant us login access so we review your account.
    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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    • #3
      I have granted three day access. Thank you.

      Comment


      • #4
        Good day @TMartell,

        You are mapping the Email field to a field other than "Email". The Temporary Contact checks the email.

        Please change this to "Email" field and it will be fixed. In release 10.x we are going to support other emails such as "Personal Email" but for now the "Email" is the one supported.

        Click image for larger version

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        This is in C&P Settings > Contacts & Accounts -- bottom of the page.

        Hope that answers your 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

        Comment

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