Salesforce Donor Management

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Closed, Sticky: Donor Management (PaaS) Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 01:38 PM	0 responses 2,745 views 0 likes	Last Post by CnP.Support 01-09-2017, 01:38 PM
Closed, Sticky: Known Issues & Bugs by CnP.Support Started by CnP.Support, 02-16-2014, 04:34 PM	0 responses 634 views 0 likes	Last Post by CnP.Support 02-16-2014, 04:34 PM
Mapping Tracking Code by mjokiman Started by mjokiman, 04-14-2022, 03:06 AM	7 responses 91 views 0 likes	Last Post by dmock Today, 12:50 PM
Click & Pledge Form Post Failure by mjokiman Started by mjokiman, 01-25-2023, 01:08 PM	1 response 17 views 0 likes	Last Post by CnP.Support.AM Today, 12:37 PM
Repeated donor transaction missing by anchic Started by anchic, Yesterday, 03:12 PM	1 response 9 views 0 likes	Last Post by CnP.Support.AM Today, 12:42 AM
Virtual Terminal Custom Questions by kwclick5 Started by kwclick5, 01-19-2023, 06:16 PM	4 responses 33 views 0 likes	Last Post by kwclick5 01-25-2023, 12:33 PM
User can't see C&P Transaction VF page by [email protected] Started by [email protected], 11-23-2021, 04:32 PM	5 responses 78 views 0 likes	Last Post by CnP.Support.AM 01-19-2023, 01:25 AM
Reassigning a Recurring Transaction record by Perc-BRC Started by Perc-BRC, 12-13-2022, 05:53 PM	3 responses 29 views 0 likes	Last Post by CnP.Support.AM 01-13-2023, 12:45 AM
Autoresponder not sending by jhobbs Started by jhobbs, 01-05-2023, 05:55 PM	3 responses 17 views 0 likes	Last Post by CnP.Support.AM 01-09-2023, 06:14 AM
Editing recurring subscriptions by GFA Staff Started by GFA Staff, 01-04-2023, 05:37 PM	1 response 13 views 0 likes	Last Post by CnP.Support.AM 01-05-2023, 02:51 AM
Salesforce Spring ’23 Release Updates by kwclick5 Started by kwclick5, 01-03-2023, 05:33 PM	2 responses 14 views 0 likes	Last Post by kwclick5 01-04-2023, 11:13 AM
Salesforce Release 10 and Payment Method Updates by kwclick5 Started by kwclick5, 01-03-2023, 05:35 PM	2 responses 16 views 0 likes	Last Post by kwclick5 01-04-2023, 11:13 AM
Debit card Fees by mjokiman Started by mjokiman, 12-20-2022, 02:01 AM	1 response 14 views 0 likes	Last Post by CnP.Support.AM 12-20-2022, 04:03 AM
One Transaction - Duplicate Opportunities Created by dstephens Started by dstephens, 12-14-2022, 09:45 AM	4 responses 42 views 0 likes	Last Post by CnP.Support.AM 12-19-2022, 02:55 AM
Contact matching prioritization when multiple matches are found by Perc-BRC Started by Perc-BRC, 11-17-2022, 03:27 PM	6 responses 39 views 0 likes	Last Post by CnP.Support.AM 12-14-2022, 04:51 AM
Consolidating Fees by OneTenthConsulting Started by OneTenthConsulting, 12-11-2022, 11:45 PM	3 responses 33 views 0 likes	Last Post by CnP.Support.AM 12-13-2022, 03:30 AM
XML for the full fees from transactions by Carl Paulsen Started by Carl Paulsen, 12-08-2022, 01:05 PM	1 response 34 views 0 likes	Last Post by CnP.Support.AM 12-12-2022, 07:54 AM
Receipt not sending by ctugwell Started by ctugwell, 12-05-2022, 04:57 PM	3 responses 32 views 0 likes	Last Post by CnP.Support.AM 12-08-2022, 09:47 AM
Temp Contact error by ctugwell Started by ctugwell, 12-07-2022, 08:56 PM	1 response 14 views 0 likes	Last Post by CnP.Support.AM 12-08-2022, 01:37 AM
C&P Transaction object by briegull Started by briegull, 11-28-2022, 05:23 PM	5 responses 55 views 0 likes	Last Post by CnP.Support.AM 12-06-2022, 02:33 AM
Primary Campaign Source Mapping Not Working by Perc-BRC Started by Perc-BRC, 11-14-2022, 06:09 PM	4 responses 49 views 0 likes	Last Post by CnP.Support.AM 12-02-2022, 04:31 AM
Salesforce App Primary Campaign Source Precedence by jhobbs Started by jhobbs, 11-08-2022, 03:56 PM	3 responses 37 views 0 likes	Last Post by CnP.Support.AM 12-01-2022, 05:03 AM
Transaction Patron not added to Campaign as Campaign Member by jhobbs Started by jhobbs, 11-07-2022, 07:16 PM	4 responses 31 views 0 likes	Last Post by jhobbs 11-30-2022, 03:39 PM
Credit card fees by [email protected] Started by [email protected], 11-30-2022, 08:02 AM	1 response 23 views 0 likes	Last Post by CnP.Support.AM 11-30-2022, 10:24 AM
Salesforce Recurring Donation Object by GFA Staff Started by GFA Staff, 11-23-2022, 01:51 PM	1 response 22 views 0 likes	Last Post by CnP.Support.AM 11-24-2022, 09:33 AM
$0 Convenience Fee Opportunities being created by jillifoss Started by jillifoss, 10-20-2022, 08:43 PM	3 responses 56 views 0 likes	Last Post by CnP.Support.AM 10-27-2022, 11:37 AM
C&P Workflow Rule by kwclick5 Started by kwclick5, 10-10-2022, 04:49 PM	2 responses 28 views 0 likes	Last Post by kwclick5 10-17-2022, 02:55 PM
unusual behavior - temp contacts not creating opportunities by [email protected] Started by [email protected], 09-01-2022, 06:56 PM	20 responses 255 views 0 likes	Last Post by [email protected] 10-17-2022, 01:40 PM
Error with Temporary Contact by GFA Staff Started by GFA Staff, 10-13-2022, 06:02 PM	1 response 20 views 0 likes	Last Post by CnP.Support.AM 10-14-2022, 07:13 AM
Access to Contact Alias by mjokiman Started by mjokiman, 11-18-2021, 05:59 PM	5 responses 91 views 0 likes	Last Post by CnP.Support.AM 10-10-2022, 12:02 AM
Recent Transactions Are Not Posting to Salesforce by EBrand Started by EBrand, 09-23-2022, 03:33 PM	3 responses 42 views 0 likes	Last Post by CnP.Support.AM 09-29-2022, 03:44 AM
Integration w/ Salesforce disconnect . Error message when I try to re-establish it by wcnpTI Started by wcnpTI, 09-20-2022, 04:05 PM	6 responses 32 views 0 likes	Last Post by wcnpTI 09-21-2022, 09:56 AM
Issue Credit results in Error 3501 by GFA Staff Started by GFA Staff, 09-13-2022, 03:07 PM	1 response 20 views 0 likes	Last Post by CnP.Support.AM 09-14-2022, 01:34 AM
Gravity Form Add-on: Premier support by Clareodo Started by Clareodo, 09-07-2022, 12:30 PM	1 response 42 views 0 likes	Last Post by CnP.Support.AM 09-12-2022, 02:20 AM
Salesforce Winter '23 Release Updates by kwclick5 Started by kwclick5, 08-15-2022, 03:47 PM	4 responses 94 views 0 likes	Last Post by kwclick5 09-02-2022, 11:47 AM
Custom Question Integration with Salesforce Opportunity by blatka Started by blatka, 08-29-2022, 08:20 AM	2 responses 20 views 0 likes	Last Post by blatka 08-29-2022, 09:20 AM
Connect Click and Pledge to Salesforce by ptng Started by ptng, 08-16-2022, 03:30 PM	3 responses 37 views 0 likes	Last Post by CnP.Support.AM 08-23-2022, 07:02 AM
Emails sent via Salesforce C&P Designer are going to spam in Outlook by [email protected] Started by [email protected], 08-03-2022, 07:36 PM	7 responses 83 views 0 likes	Last Post by CnP.Support.SW 08-10-2022, 05:57 PM
Error for recurring donations by [email protected] Started by [email protected], 08-08-2022, 11:47 AM	1 response 17 views 0 likes	Last Post by [email protected] 08-08-2022, 04:53 PM
Mapping Peer to Peer Fundraising Team & Captains to Salesforce Opportunity by madams Started by madams, 08-03-2022, 02:08 PM	1 response 39 views 0 likes	Last Post by CnP.Support.AM 08-08-2022, 07:19 AM
C&P Alias Created when Fully-automatic Contact Creation is enabled by Perc-BRC Started by Perc-BRC, 07-16-2022, 03:09 AM	8 responses 69 views 0 likes	Last Post by CnP.Support.AM 08-03-2022, 07:02 AM
Need Assistance with Uninstallation of Click&Pledge Package from Sandbox Environment by BottomlineCnP Started by BottomlineCnP, 07-27-2022, 05:46 PM	5 responses 70 views 0 likes	Last Post by CnP.Support.AM 08-01-2022, 09:20 AM
Salesforce Customer Success Plans by Harley Started by Harley, 07-16-2022, 11:14 AM	0 responses 86 views 0 likes	Last Post by Harley 07-16-2022, 11:14 AM
Campaign SKU settings by Jennifer Started by Jennifer, 07-06-2022, 02:46 PM	11 responses 88 views 0 likes	Last Post by Jennifer 07-13-2022, 11:27 AM
Org Migration - Need to update Autoresponders? by jillifoss Started by jillifoss, 07-06-2022, 06:43 PM	2 responses 38 views 0 likes	Last Post by jillifoss 07-08-2022, 04:22 PM
CC option when sending an invoice by [email protected] Started by [email protected], 04-07-2022, 02:07 PM	6 responses 72 views 0 likes	Last Post by CnP.Support.AM 07-07-2022, 03:29 AM
C&P-gravity forms update? by briegull Started by briegull, 06-29-2022, 09:03 AM	3 responses 57 views 0 likes	Last Post by CnP.Support.AM 07-05-2022, 02:28 AM
C&P Recurring Record is Canceled but C&P RecurringStatus is Active by Perc-BRC Started by Perc-BRC, 06-10-2022, 01:58 PM	4 responses 89 views 0 likes	Last Post by CnP.Support.AM 06-23-2022, 12:12 PM
Documentation for processes in Salesforce by Carl Paulsen Started by Carl Paulsen, 06-22-2022, 10:35 AM	2 responses 47 views 0 likes	Last Post by Carl Paulsen 06-23-2022, 10:13 AM
Using Autoresponder to send a reminder about an upcoming recurring transaction by mgallogly Started by mgallogly, 06-08-2022, 11:30 AM	3 responses 54 views 0 likes	Last Post by Carl Paulsen 06-22-2022, 04:29 PM
Handling business gifts through C&P by Carl Paulsen Started by Carl Paulsen, 06-22-2022, 04:23 PM	0 responses 69 views 0 likes	Last Post by Carl Paulsen 06-22-2022, 04:23 PM
Updating Recurring Campaign by mjokiman Started by mjokiman, 05-05-2022, 02:50 PM	9 responses 112 views 0 likes	Last Post by CnP.Support.AM 06-03-2022, 10:31 AM

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