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Recurring payments mapping to incorrect Contact

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  • Recurring payments mapping to incorrect Contact

    After upgrading to 7.3006 a few months ago, existing recurring gifts that had been processing correctly started coming in attached to the wrong contact. They would come in connected to a contact with the same first & last name that has, otherwise no connection. This isn't an issue with merged or deleted contacts, in fact they're easy to find because the Contact ID on the parent Recurring record is correct, and doesn't match the contact id on the C&P transaction. We find the contact with the same id as the id on the original recurring and edit the opportunity to the correct contact. We have to manually find and correct over 50 of these a month. This started happening immediately after the upgrade to 7.3006.

    I see that there is a new upgrade with some bug fixes related to matching recurring gifts, will this address our issue? We are in fully-automatic mode due to our web integration specifics, so our case isn't related to temporary contacts which seems to be part of the issue others have reported.

  • #2
    Good day

    Would you please grant us access to your account so we can review the transactions. I also suggest upgrading to the latest release since a bug was resolved for master transaction replication in recurring in versions prior to 7.4x

    If after the upgrade you still have issues please grant us access so we can review the transactions.

    Looking forward to hearing back from you.
    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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    • #3
      Good day!

      Any update on this case?

      Please let us know if you are still having issues.
      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

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