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Unable to see Opportunity Settlement on Contact Record

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  • Unable to see Opportunity Settlement on Contact Record

    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)

    Click image for larger version

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    Please advise!

    thanks
    Carolyn

  • #2
    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

    Click image for larger version

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


    • #3
      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

      Comment


      • #4
        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

        Comment


        • #5
          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.
          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


          • #6
            I granted 30 day access for you in Salesforce
            Here is the Org ID 00Di0000000Y4QJ

            thanks!
            Carolyn

            Comment


            • #7
              Hi Brady,
              Were you able to troubleshoot my issue? I am eager to get a resolution for my client.

              thanks,
              Carolyn

              Comment


              • #8
                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.


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

                  Thanks!
                  Carolyn

                  Comment

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