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  • Unable to Process Temporary Contacts

    I currently have 15 temporary contacts that I cannot process. The section underneath settings is blank so I can neither make a new contact, nor match to a current contact.

    Additionally, every one of the temporary contacts that I cannot approve are recurring donations that are on their 2nd installment whose contact details were edited after the first installment.

    Any help would be appreciated!
    Attached Files

  • #2
    Good day!

    What version of the PaaS are you using? There was an issue with recurring transactions whose master transaction was missing in the older release that was fixed in the latest release.
    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


    • #3
      I am using 7.2000. I was not aware of the release of 7.2003. After installing it fixed the issue!

      Thanks!

      Comment


      • #4
        Good day!

        Great to hear that the issue has been fixed.

        You may want to subscribe to the News forum to get updates on all the releases.

        https://forums.clickandpledge.com/showthread.php?t=1138

        We don't send newsletter for every release or update. If you subscribe to the news forum for each product you will get an email when we post the release notes.

        Let us know if we can be of any further assistance.
        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


        • #5
          "Process Master Transaction" error in S&F for C&P Temporary Contact

          I am receiving the following error in Salesforce C&P Temporary Transactions when I select a valid Contact from the list:


          Click image for larger version

Name:	Screen shot 2013-08-28 at 5.03.03 PM.jpg
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ID:	15246

          This transaction is for a recurring payment that was established in Click and Pledge prior to our setting up our Salesforce Org. How do I resolve this issue?

          Thanks so much!

          Comment


          • #6
            Good day @martha3:

            What version of PaaS are you currently using? This issue was present in older version & only happens when a recurring transaction does not have its master transaction present. In this case our app does not know to which chain of transactions it should post this transaction.

            Once you upload you will have this issue resolved. Let me know what version you have so we can move forward.
            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


            • #7
              Hi there! Thank you for the quick reply.

              According to my Salesforce instance I am using the following version of Recurring Payments (Managed) which I downloaded from the app exchange in March 2013:

              Package Name Recurring Donations
              Version Name 2.0.12

              Is the the information you are requesting?

              Thanks so much!

              Comment


              • #8
                Good day @martha3:

                The package you listed is not a Click & Pledge. Please see the following image:

                click to enlarge:

                Click image for larger version

Name:	ClickandPledge_Version.jpg
Views:	1
Size:	142.6 KB
ID:	15247

                The above shows the latest version numbers that are available in the AppExchange.
                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


                • #9
                  Oops! Very sorry about that. Thank you for this information. It looks like I do have an older version which is:

                  7.2000 CnP_PaaS

                  How can I upgrade this?

                  Thanks so much!
                  Mistee

                  Comment


                  • #10
                    Dear Support,

                    I was able to locate the more current packages and have installed them (please see below).

                    Click image for larger version

Name:	Screen shot 2013-08-29 at 4.06.50 PM.jpg
Views:	1
Size:	10.3 KB
ID:	15249

                    However, I am still receiving the same message when I attempt to process a Temporary Contact's transaction by associating it with a valid Contact (please see below error message). Again, the original recurring transaction in Click and Pledge was set up prior to setting up our Salesforce Org. I do not have the problem with recurring donations that were set up prior to setting up our Salesforce Org where the matching criteria (First Name and Last Name) match. Those seem to flow perfectly.

                    Click image for larger version

Name:	Screen shot 2013-08-29 at 4.13.55 PM.jpg
Views:	1
Size:	8.4 KB
ID:	15250

                    Thank you in advance for your help!

                    Comment


                    • #11
                      Good day @martha3:

                      Please verify that this contact is not already in the Temporary Contact. Is there another record in the Temporary Contact for this transaction? This error occurs when the master transaction is pending and is not yet processed.

                      Is this the only Temporary Contact with the error & are there any other Transactions pending for the same contact?

                      Not related to your issue but we released earlier today a new update that addresses an import bug. You may want to update to the latest release- see the release note: https://forums.clickandpledge.com/showthread.php?t=1348
                      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


                      • #12
                        Dear Support,

                        "Please verify that this contact is not already in the Temporary Contact."
                        ANSWER: I have multiple transactions for the same contact listed in "C&P Temporary Contact"

                        "Is there another record in the Temporary Contact for this transaction?"
                        ANSWER: There are multiple transactions with unique Order Numbers but all have the same Master Transaction Number.

                        "This error occurs when the master transaction is pending and is not yet processed."
                        ANSWER: How do I process the Master Transaction? I cannot find anything in any of the documentation or on any of the forums.

                        Thanks so much!

                        Is this the only Temporary Contact with the error & are there any other Transactions pending for the same contact?

                        Not related to your issue but we released earlier today a new update that addresses an import bug. You may want to update to the latest release- see the release note: https://forums.clickandpledge.com/showthread.php?t=1348[/QUOTE]

                        Comment


                        • #13
                          Good day @martha3:

                          Try the following and if you still have issues please grant us access and we will fix it for you. The fix is easy.

                          Simply try to convert any of the Temporary Contact until one works. The one that works (earliest transaction date) is the master. After the first transaction all the other ones will work.

                          You should be able to do this quickly.

                          Let me know how it goes.
                          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


                          • #14
                            Unfortunately this didn't work. I tried all of the transactions and none of them will process and have the same problem.

                            Please advise.
                            Thanks.

                            Comment


                            • #15
                              Good day @martha3:

                              Would you please grant us login access and we will login and fix it for you. Please refer to the following article: https://forums.clickandpledge.com/showthread.php?t=1037


                              Please post the Organization ID.


                              Looking forward to hearing back from you.

                              Thanks,
                              Support.Department

                              Comment

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