Unable to see Opportunity Settlement on Contact Record

[CFischer]

I followed the post installation steps to add the C&P Info onto the Contact record so I could settle an opportunity through the Virtual Terminal.

http://forums.clickandpledge.com/content.php?r=410-Opportunity-Manual-Settlement


After I configure the contact page layout, this is how the screen is displayed. (See screen shot image)



Please advise!

thanks
Carolyn

[CnP.Support]

Good day @Carolyn:

In the absence of an opportunity that qualifies for settlement that area will be blank.

You need to first create an Opportunity which has its probability set to less than 100% with a Stage that is set in the C&P Settings > Opportunity tab.

Once the opportunity is set then it will show up.

Have you set the Opportunity Stages that should be considered for manual settlement?

C&P Settings > Opportunity > Opportunity Settlement



are these setup? Have you created an opportunity that qualifies?

[CFischer]

I followed the instructions in the post installation guide and created several types of opportunities but still do not see any opportunities under the C&P data for that contact.
)
You can use the login user I set up for for C&P support if you'd like to review my configuration.
[email protected]

thanks,
Carolyn

[CFischer]

Dear Support,
I am checking on the status of this post. I am still unable to access any opportunities from the Contact record so that I can process payments.
You should have access to the org with the username [email protected]

Please let me know when you have had a chance to look at the issue.

thanks,
Carolyn

[CnP.Support.BM]

Carolyn,

Can you grant s access via salesforce?

The user we have no longer works and we login this way now.

http://forums.clickandpledge.com/showthread.php?t=1065

Please let me know when this is done.

[CFischer]

I granted 30 day access for you in Salesforce
Here is the Org ID 00Di0000000Y4QJ

thanks!
Carolyn

[CFischer]

Hi Brady,
Were you able to troubleshoot my issue? I am eager to get a resolution for my client.

thanks,
Carolyn

[CnP.Support.BM]

Carolyn,

The first thing that needs to be done is you will need to upgrade to the latest through the appexchange, then you will need to follow these instructions:

You will need to add the C&P Contact field to the opportunity as shown in the screen shot below.

[CFischer]

I upgraded and added the fields and now I am able to see the Opportunities to settle.

Thanks!
Carolyn