Salesforce Donor Management

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Closed, Sticky: Donor Management Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 01:38 PM	0 responses 2,197 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 608 views 0 likes	Last Post by CnP.Support 02-16-2014, 04:34 PM
No Longer Exiting After First Match Since Update by LaraHK Started by LaraHK, 12-31-2020, 01:11 PM	10 responses 50 views 0 likes	Last Post by CnP.Support.AM Today, 09:32 AM
Temporary Contacts Loading Slowly by [email protected] Started by [email protected], 12-31-2020, 04:14 PM	14 responses 66 views 0 likes	Last Post by [email protected] 01-15-2021, 09:57 AM
Recurring Transaction Not showing up by AlexSH Started by AlexSH, 12-09-2020, 04:44 PM	14 responses 79 views 0 likes	Last Post by AlexSH 01-14-2021, 12:39 PM
Pending status on C&P Transaction by donationMW Started by donationMW, 01-12-2021, 12:34 PM	3 responses 30 views 0 likes	Last Post by CnP.LiveSupport.AB 01-13-2021, 02:49 PM
Add Additional Fee into Salesforce Opportunity Amount by marcellusw101 Started by marcellusw101, 01-04-2021, 12:07 PM	4 responses 44 views 0 likes	Last Post by CnP.LiveSupport.AB 01-13-2021, 12:04 PM
Wrong SF campaign ID if C&P form contains no SF campaign ID? by Carl Paulsen Started by Carl Paulsen, 12-17-2020, 11:11 AM	13 responses 85 views 0 likes	Last Post by Carl Paulsen 01-11-2021, 10:55 AM
Event Management - campaign members not assigned correct status for level by [email protected] Started by [email protected], 12-23-2020, 04:07 PM	4 responses 27 views 0 likes	Last Post by CnP.LiveSupport.AB 01-08-2021, 02:06 PM
Duplicate donation? by mjokiman Started by mjokiman, 12-01-2020, 02:28 PM	9 responses 68 views 0 likes	Last Post by mjokiman 01-07-2021, 01:50 PM
Customizing "From name" on emailed receipts by [email protected] Started by [email protected], 01-04-2021, 02:05 PM	2 responses 24 views 0 likes	Last Post by [email protected] 01-05-2021, 11:40 AM
Install/Upgrade C&P Salesforce Apps by [email protected] Started by [email protected], 01-04-2021, 09:13 PM	1 response 20 views 0 likes	Last Post by CnP.Support.AM 01-05-2021, 03:47 AM
Mapping the "Make this donation anonymously" to Salesforce. by tomorrowswomenTI Started by tomorrowswomenTI, 12-31-2020, 11:39 AM	2 responses 22 views 0 likes	Last Post by CnP.Support.AM 01-04-2021, 01:31 AM
next steps after a recurring payment is declined by [email protected] Started by [email protected], 12-28-2020, 11:06 AM	1 response 21 views 0 likes	Last Post by CnP.Support.AM 12-30-2020, 01:55 AM
Latino Policy Forum - Upsert error discussed on 12/12 Live support call for Amanda by [email protected] Started by [email protected], 12-23-2020, 03:57 PM	1 response 15 views 0 likes	Last Post by CnP.Support.AM 12-24-2020, 09:39 AM
Missing C&P Deposits by [email protected] Started by [email protected], 12-16-2020, 11:05 AM	4 responses 41 views 0 likes	Last Post by CnP.Support.AM 12-21-2020, 01:21 AM
Autoresponder Stopped Firing by mjblarson Started by mjblarson, 12-15-2020, 02:28 PM	7 responses 37 views 0 likes	Last Post by CnP.LiveSupport.AB 12-18-2020, 05:15 PM
C and P transaction not created by AlexSH Started by AlexSH, 12-17-2020, 06:06 PM	1 response 13 views 0 likes	Last Post by CnP.LiveSupport.AB 12-18-2020, 08:50 AM
Payments not showing up by AlexSH Started by AlexSH, 12-09-2020, 04:24 PM	5 responses 39 views 0 likes	Last Post by CnP.LiveSupport.AB 12-18-2020, 08:44 AM
Mapping Address fields to opportunity record by katieVNY Started by katieVNY, 12-11-2020, 01:24 PM	3 responses 24 views 0 likes	Last Post by CnP.LiveSupport.AB 12-14-2020, 02:02 PM
Empty Transaction Deposit Fund Date by ctugwell Started by ctugwell, 12-02-2020, 01:33 PM	3 responses 36 views 0 likes	Last Post by CnP.Support.AM 12-14-2020, 01:13 AM
"Org didn't migrate to ProPay" email by [email protected] Started by [email protected], 12-10-2020, 04:45 PM	2 responses 31 views 0 likes	Last Post by CnP.LiveSupport.AB 12-11-2020, 07:39 AM
Change amount of recurring donation by Klowrey Started by Klowrey, 11-26-2013, 12:09 PM	9 responses 1,079 views 0 likes	Last Post by CnP.Support.AM 12-11-2020, 12:42 AM
Opt Out from Autoresponder by mjokiman Started by mjokiman, 12-09-2020, 03:17 PM	5 responses 40 views 0 likes	Last Post by CnP.Support.AM 12-10-2020, 02:58 AM
Pre-fill a Form by [email protected] Started by [email protected], 12-04-2020, 11:29 AM	2 responses 20 views 0 likes	Last Post by [email protected] 12-07-2020, 11:41 AM
Setup default opportunity owner by Samiam Started by Samiam, 12-04-2020, 01:19 AM	3 responses 30 views 0 likes	Last Post by CnP.Support.AM 12-07-2020, 05:06 AM
Mapping form fields to Salesforce Opportunity fields by tomorrowswomenTI Started by tomorrowswomenTI, 12-04-2020, 02:42 PM	1 response 16 views 0 likes	Last Post by CnP.Support.AM 12-07-2020, 01:08 AM
Some Click & Pledge donations not posting to Salesforce Contact Records by Samiam Started by Samiam, 12-01-2020, 09:54 AM	3 responses 33 views 0 likes	Last Post by CnP.Support.AM 12-04-2020, 05:50 AM
Auto re-process C&P Data errors by kwclick5 Started by kwclick5, 12-01-2020, 03:13 PM	4 responses 27 views 0 likes	Last Post by kwclick5 12-03-2020, 02:12 PM
Updating Recurring Next Installment Date by kwclick5 Started by kwclick5, 12-01-2020, 03:07 PM	4 responses 21 views 0 likes	Last Post by kwclick5 12-03-2020, 02:10 PM
Temporary Contacts for declined transactions by [email protected] Started by [email protected], 12-02-2020, 11:22 AM	1 response 13 views 0 likes	Last Post by CnP.Support.AM 12-03-2020, 01:44 AM
Change in CC fee processing by [email protected] Started by [email protected], 11-30-2020, 09:10 AM	2 responses 33 views 0 likes	Last Post by [email protected] 11-30-2020, 11:52 AM
Custom Question UI missing only from Transactions from the API by Perc-BRC Started by Perc-BRC, 11-20-2020, 09:34 PM	2 responses 46 views 0 likes	Last Post by Perc-BRC 11-29-2020, 06:17 PM
Flow error - duplicate value having something to do with Transaction Result by [email protected] Started by [email protected], 11-23-2020, 08:44 PM	1 response 27 views 0 likes	Last Post by CnP.Support.AM 11-26-2020, 02:06 AM
Custom Mapping - Description - Opportunity by mjokiman Started by mjokiman, 11-23-2020, 10:15 PM	5 responses 37 views 0 likes	Last Post by CnP.Support.AM 11-26-2020, 12:13 AM
C&P not creating the opportunity by AlexSH Started by AlexSH, 11-24-2020, 08:57 PM	1 response 27 views 0 likes	Last Post by CnP.LiveSupport.AB 11-25-2020, 09:21 AM
Expiring Card Notifications by kwclick5 Started by kwclick5, 11-19-2020, 12:18 PM	1 response 29 views 0 likes	Last Post by CnP.Support.AM 11-23-2020, 12:58 AM
Receipts not sending for transactions that go into temporary contacts by [email protected] Started by [email protected], 11-17-2020, 03:17 PM	3 responses 43 views 0 likes	Last Post by CnP.Support.SW 11-21-2020, 03:35 PM
Payment post date from cc and bank? by Perc-BRC Started by Perc-BRC, 11-09-2020, 12:47 AM	7 responses 70 views 0 likes	Last Post by Perc-BRC 11-20-2020, 04:20 PM
I can't see a Salesforce field in Custom Question Map under C&P Settings by [email protected] Started by [email protected], 05-17-2017, 06:55 PM	6 responses 85 views 0 likes	Last Post by CnP.LiveSupport.AB 11-20-2020, 02:18 PM
Change intervals by AlexSH Started by AlexSH, 11-12-2020, 11:48 AM	3 responses 30 views 0 likes	Last Post by CnP.Support.AM 11-20-2020, 02:41 AM
Need Temporary Increase of Propay Refund Limit by krj1903 Started by krj1903, 11-19-2020, 10:51 AM	1 response 20 views 0 likes	Last Post by CnP.Support.AM 11-20-2020, 01:21 AM
Deposit fund date onto opportunity by Northern Plains Started by Northern Plains, 10-26-2020, 01:54 PM	8 responses 67 views 0 likes	Last Post by CnP.Support.AM 11-19-2020, 01:42 AM
RECURRING DONATION; attempt to change the campaign of recurring donation not working by jeffhonnold-gp Started by jeffhonnold-gp, 11-13-2020, 05:02 PM	3 responses 42 views 0 likes	Last Post by CnP.Support.AM 11-17-2020, 02:27 AM
Pledge Payments not showing by AlexSH Started by AlexSH, 09-30-2020, 04:34 PM	5 responses 45 views 0 likes	Last Post by CnP.Support.AM 11-16-2020, 08:50 AM
System created a recurring donation supposed to be a one time donation by mjokiman Started by mjokiman, 10-08-2020, 03:18 AM	14 responses 125 views 0 likes	Last Post by CnP.LiveSupport.AB 11-13-2020, 09:35 AM
Can't log in to C&P account by ArchieBray Started by ArchieBray, 11-05-2020, 02:23 PM	3 responses 33 views 0 likes	Last Post by CnP.Support.AM 11-09-2020, 01:45 AM
Add merge fields as Parameters in an embedded URL to a Connect form in Autoresponder? by jillifoss Started by jillifoss, 11-04-2020, 10:19 PM	2 responses 35 views 0 likes	Last Post by jillifoss 11-05-2020, 02:30 PM
Donation missing C&P Order number in SF Donation Object by mjokiman Started by mjokiman, 11-05-2020, 01:39 AM	1 response 30 views 0 likes	Last Post by CnP.Support.AM 11-05-2020, 04:57 AM
Recurring Donation decline email notification by [email protected] Started by [email protected], 10-15-2020, 04:13 PM	10 responses 72 views 0 likes	Last Post by CnP.LiveSupport.AB 10-30-2020, 11:48 AM
Need to Raise the Propay Credit Processing Limit by krj1903 Started by krj1903, 10-30-2020, 09:19 AM	2 responses 24 views 0 likes	Last Post by krj1903 10-30-2020, 09:51 AM
Linking different products to different bank accounts? by jon4321 Started by jon4321, 10-23-2020, 02:21 PM	2 responses 22 views 0 likes	Last Post by jon4321 10-28-2020, 07:16 AM

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