Salesforce Donor Management

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Closed, Sticky: Donor Management (PaaS) Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 12:38 PM	0 responses 2,714 views 0 likes	Last Post by CnP.Support 01-09-2017, 12:38 PM
Closed, Sticky: Known Issues & Bugs by CnP.Support Started by CnP.Support, 02-16-2014, 03:34 PM	0 responses 631 views 0 likes	Last Post by CnP.Support 02-16-2014, 03:34 PM
Recent Transactions Are Not Posting to Salesforce by EBrand Started by EBrand, 09-23-2022, 02:33 PM	0 responses 4 views 0 likes	Last Post by EBrand 09-23-2022, 02:33 PM
unusual behavior - temp contacts not creating opportunities by [email protected] Started by [email protected], 09-01-2022, 05:56 PM	13 responses 117 views 0 likes	Last Post by CnP.Support.AM 09-23-2022, 09:03 AM
Integration w/ Salesforce disconnect . Error message when I try to re-establish it by wcnpTI Started by wcnpTI, 09-20-2022, 03:05 PM	6 responses 21 views 0 likes	Last Post by wcnpTI 09-21-2022, 08:56 AM
Issue Credit results in Error 3501 by GFA Staff Started by GFA Staff, 09-13-2022, 02:07 PM	1 response 10 views 0 likes	Last Post by CnP.Support.AM 09-14-2022, 12:34 AM
Gravity Form Add-on: Premier support by Clareodo Started by Clareodo, 09-07-2022, 11:30 AM	1 response 32 views 0 likes	Last Post by CnP.Support.AM 09-12-2022, 01:20 AM
Salesforce Winter '23 Release Updates by kwclick5 Started by kwclick5, 08-15-2022, 02:47 PM	4 responses 55 views 0 likes	Last Post by kwclick5 09-02-2022, 10:47 AM
Custom Question Integration with Salesforce Opportunity by blatka Started by blatka, 08-29-2022, 07:20 AM	2 responses 13 views 0 likes	Last Post by blatka 08-29-2022, 08:20 AM
Connect Click and Pledge to Salesforce by ptng Started by ptng, 08-16-2022, 02:30 PM	3 responses 27 views 0 likes	Last Post by CnP.Support.AM 08-23-2022, 06:02 AM
Emails sent via Salesforce C&P Designer are going to spam in Outlook by [email protected] Started by [email protected], 08-03-2022, 06:36 PM	7 responses 57 views 0 likes	Last Post by CnP.Support.SW 08-10-2022, 04:57 PM
Error for recurring donations by [email protected] Started by [email protected], 08-08-2022, 10:47 AM	1 response 11 views 0 likes	Last Post by [email protected] 08-08-2022, 03:53 PM
Mapping Peer to Peer Fundraising Team & Captains to Salesforce Opportunity by madams Started by madams, 08-03-2022, 01:08 PM	1 response 29 views 0 likes	Last Post by CnP.Support.AM 08-08-2022, 06:19 AM
C&P Alias Created when Fully-automatic Contact Creation is enabled by Perc-BRC Started by Perc-BRC, 07-16-2022, 02:09 AM	8 responses 45 views 0 likes	Last Post by CnP.Support.AM 08-03-2022, 06:02 AM
Need Assistance with Uninstallation of Click&Pledge Package from Sandbox Environment by BottomlineCnP Started by BottomlineCnP, 07-27-2022, 04:46 PM	5 responses 41 views 0 likes	Last Post by CnP.Support.AM 08-01-2022, 08:20 AM
Salesforce Customer Success Plans by Harley Started by Harley, 07-16-2022, 10:14 AM	0 responses 55 views 0 likes	Last Post by Harley 07-16-2022, 10:14 AM
Campaign SKU settings by Jennifer Started by Jennifer, 07-06-2022, 01:46 PM	11 responses 67 views 0 likes	Last Post by Jennifer 07-13-2022, 10:27 AM
Org Migration - Need to update Autoresponders? by jillifoss Started by jillifoss, 07-06-2022, 05:43 PM	2 responses 30 views 0 likes	Last Post by jillifoss 07-08-2022, 03:22 PM
CC option when sending an invoice by [email protected] Started by [email protected], 04-07-2022, 01:07 PM	6 responses 56 views 0 likes	Last Post by CnP.Support.AM 07-07-2022, 02:29 AM
C&P-gravity forms update? by briegull Started by briegull, 06-29-2022, 08:03 AM	3 responses 42 views 0 likes	Last Post by CnP.Support.AM 07-05-2022, 01:28 AM
C&P Recurring Record is Canceled but C&P RecurringStatus is Active by Perc-BRC Started by Perc-BRC, 06-10-2022, 12:58 PM	4 responses 78 views 0 likes	Last Post by CnP.Support.AM 06-23-2022, 11:12 AM
Documentation for processes in Salesforce by Carl Paulsen Started by Carl Paulsen, 06-22-2022, 09:35 AM	2 responses 36 views 0 likes	Last Post by Carl Paulsen 06-23-2022, 09:13 AM
Using Autoresponder to send a reminder about an upcoming recurring transaction by mgallogly Started by mgallogly, 06-08-2022, 10:30 AM	3 responses 36 views 0 likes	Last Post by Carl Paulsen 06-22-2022, 03:29 PM
Handling business gifts through C&P by Carl Paulsen Started by Carl Paulsen, 06-22-2022, 03:23 PM	0 responses 42 views 0 likes	Last Post by Carl Paulsen 06-22-2022, 03:23 PM
Updating Recurring Campaign by mjokiman Started by mjokiman, 05-05-2022, 01:50 PM	9 responses 99 views 0 likes	Last Post by CnP.Support.AM 06-03-2022, 09:31 AM
Cancel Recurring button not working by [email protected] Started by [email protected], 05-26-2022, 12:00 PM	1 response 28 views 0 likes	Last Post by CnP.Support.AM 05-27-2022, 11:23 PM
C&P Alias - Permissions Needed? by CarolynV Started by CarolynV, 04-28-2022, 11:51 AM	13 responses 98 views 0 likes	Last Post by CarolynV 05-05-2022, 07:11 AM
Can't Access C&P Invoicing by Kofo Started by Kofo, 04-28-2022, 08:07 PM	2 responses 27 views 0 likes	Last Post by Kofo 04-29-2022, 01:18 AM
Status Detail: Misc. Decline NO REPLY by MichelleGFN Started by MichelleGFN, 04-22-2022, 01:28 PM	3 responses 49 views 0 likes	Last Post by CnP.Support.AM 04-29-2022, 01:09 AM
Error for one user only by Jennifer Started by Jennifer, 04-20-2022, 02:12 PM	4 responses 37 views 0 likes	Last Post by Jennifer 04-22-2022, 09:06 AM
GlobalController breaking: Variable does not exist by Unportant Started by Unportant, 04-15-2022, 04:49 PM	5 responses 99 views 0 likes	Last Post by CnP.Support.AM 04-22-2022, 05:44 AM
Since late February transactions from C&P are not positing in Salesforce by EpiscopalKellUser Started by EpiscopalKellUser, 04-13-2022, 04:24 PM	3 responses 46 views 0 likes	Last Post by CnP.Support.AM 04-19-2022, 01:13 AM
Recurring Donations posting to wrong Campaign source by [email protected] Started by [email protected], 03-15-2022, 09:32 AM	5 responses 68 views 0 likes	Last Post by CnP.Support.AM 04-15-2022, 01:54 AM
Donation does not appear in Salesforce by [email protected] Started by [email protected], 04-14-2022, 02:15 PM	1 response 31 views 0 likes	Last Post by CnP.Support.AM 04-15-2022, 12:03 AM
Discounted registration is recorded as full-value donation by Mark Stark Started by Mark Stark, 04-13-2022, 03:23 PM	2 responses 46 views 0 likes	Last Post by Mark Stark 04-14-2022, 01:21 PM
Primary Campaign Source is Blank by Perc-BRC Started by Perc-BRC, 04-07-2022, 05:59 PM	9 responses 91 views 0 likes	Last Post by CnP.Support.AM 04-14-2022, 11:10 AM
Mapping Tracking Code by mjokiman Started by mjokiman, 04-14-2022, 02:06 AM	2 responses 48 views 0 likes	Last Post by CnP.Support.AM 04-14-2022, 07:55 AM
Salesforce Virtual Terminal Questions by kwclick5 Started by kwclick5, 04-06-2022, 10:59 AM	3 responses 36 views 0 likes	Last Post by CnP.Support.AM 04-08-2022, 12:10 AM
Salesforce Summer 22 Release by kwclick5 Started by kwclick5, 04-05-2022, 05:17 PM	2 responses 50 views 0 likes	Last Post by kwclick5 04-07-2022, 09:48 AM
Pushing Transactions to Salesforce by dstephens Started by dstephens, 04-01-2022, 03:36 PM	3 responses 71 views 0 likes	Last Post by CnP.Support.AM 04-05-2022, 02:12 AM
"Attempt to de-reference a null object" - trying to set up CONNECT by [email protected] Started by [email protected], 03-25-2022, 02:31 PM	4 responses 56 views 0 likes	Last Post by CnP.Support.AM 03-29-2022, 10:25 PM
"Error" Transaction posting to Salesforce by jackdunn Started by jackdunn, 03-16-2022, 02:04 PM	4 responses 65 views 0 likes	Last Post by CnP.Support.AM 03-29-2022, 08:32 AM
Addresses overwriting when merging a temporary contact to an existing account by jillifoss Started by jillifoss, 02-04-2022, 02:36 PM	8 responses 92 views 0 likes	Last Post by jillifoss 03-25-2022, 08:53 AM
C&P Transaction with Missing Opportunity by GFA Staff Started by GFA Staff, 02-14-2022, 11:33 PM	4 responses 38 views 0 likes	Last Post by CnP.Support.AM 03-16-2022, 05:19 AM
Cancel Recurring Button not Appearing for Some Users by Unportant Started by Unportant, 03-09-2022, 03:30 PM	8 responses 84 views 0 likes	Last Post by CnP.Support.AM 03-16-2022, 02:01 AM
Salesforce missing donations from C&P by Rebecca Started by Rebecca, 02-08-2022, 02:27 PM	9 responses 104 views 0 likes	Last Post by Rebecca 03-10-2022, 11:25 AM
Recurring Donations Posting to Salesforce as Soft Credits by CherylMBell Started by CherylMBell, 02-09-2022, 02:23 PM	7 responses 96 views 0 likes	Last Post by CnP.Support.AM 03-10-2022, 06:56 AM
Not able to Issue Credit by mjokiman Started by mjokiman, 03-01-2022, 03:01 PM	10 responses 153 views 0 likes	Last Post by mjokiman 03-09-2022, 10:45 AM
State name v abbreviation when Contact created from Temporary Contact by snesson Started by snesson, 03-03-2022, 08:49 AM	3 responses 47 views 0 likes	Last Post by CnP.Support.AM 03-07-2022, 02:55 AM
Create C&P Transaction records without creating Opportunities?? by [email protected] Started by [email protected], 02-28-2022, 05:41 PM	17 responses 104 views 0 likes	Last Post by CnP.Support.AM 03-04-2022, 09:54 AM
Autoresponder not sending when creating activity history selected by MichelleGFN Started by MichelleGFN, 02-28-2022, 10:38 AM	1 response 28 views 0 likes	Last Post by CnP.Support.AM 03-01-2022, 03:16 AM
Restoring C&P/SF connection and transferring data by [email protected] Started by [email protected], 02-27-2022, 06:24 PM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 02-28-2022, 12:37 AM

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