Hi,
I installed C&P and have been using it since December 2012 to receive online donations into Salesforce. I have one recurring giver. Recently I looked at her donation rollup on her contact record in SF. She gave 2 monthly gifts the end of 2012, and 3 monthly gifts in 2013. All are $20. Either C&P or SF is logging those donations into the incorrect year. The dates are correct on the C&P custom objects but for some reason it's not being calculated in the SF Donation Information area. It also says that there were no gifts this year, which is untrue. It seems to be crediting the 2012 donations to 2011, and the 2013 donations to 2012. This is confusing. Is this a SF problem or a C&P issue? How do I fix it?
Largest Gift $20.00
First Gift Date 11/29/2012
Smallest Gift $20.00
Last Gift Date 3/28/2013
Total Gifts $100.00
Last Gift Amount $20.00
Total Number of Gifts 5
Best Gift Year 2013
Number of Gifts Last Year 3
Best Gift Year Total $60.00
Number of Gifts Two Years Ago 2
Average Gift $20.00
Total Gifts Two Years Ago $40.00
Total Gifts Last N Days $100.00
Soft Credit Two Years Ago
Number of Gifts Last N Days 5
Soft Credit Last Year
Total Gifts This Year $0.00
Soft Credit This Year
Number of Gifts This Year 0
Soft Credit Total
I installed C&P and have been using it since December 2012 to receive online donations into Salesforce. I have one recurring giver. Recently I looked at her donation rollup on her contact record in SF. She gave 2 monthly gifts the end of 2012, and 3 monthly gifts in 2013. All are $20. Either C&P or SF is logging those donations into the incorrect year. The dates are correct on the C&P custom objects but for some reason it's not being calculated in the SF Donation Information area. It also says that there were no gifts this year, which is untrue. It seems to be crediting the 2012 donations to 2011, and the 2013 donations to 2012. This is confusing. Is this a SF problem or a C&P issue? How do I fix it?
Largest Gift $20.00
First Gift Date 11/29/2012
Smallest Gift $20.00
Last Gift Date 3/28/2013
Total Gifts $100.00
Last Gift Amount $20.00
Total Number of Gifts 5
Best Gift Year 2013
Number of Gifts Last Year 3
Best Gift Year Total $60.00
Number of Gifts Two Years Ago 2
Average Gift $20.00
Total Gifts Two Years Ago $40.00
Total Gifts Last N Days $100.00
Soft Credit Two Years Ago
Number of Gifts Last N Days 5
Soft Credit Last Year
Total Gifts This Year $0.00
Soft Credit This Year
Number of Gifts This Year 0
Soft Credit Total
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