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C&P Designer - Use Contact info from Transaction instead of Contact

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  • C&P Designer - Use Contact info from Transaction instead of Contact

    Hi,

    Is it possible to use the contact info fields from the Transaction object (CnP_PaaS__CnP_Transaction__c) instead of the contact object when creating a receipt template in C&P Designer? I don't see those fields listed "Transaction Fields" in the available merge fields in C&P designer. I tried getting the field names off of the object and putting them in manually, such as {CnP_PaaS__CnP_Transaction__c.CnP_PaaS__first_name __c} -- but that didn't appear to work when I tested the template. Is there something else I need to do to pull the contact info from the Transaction into the receipt?

    The reason that I want to use the contact information on the Transaction object instead of the Contact object is because my organization currently has semi-automatic contact creation turned on. I like this feature because it prevents the creation of dupes, but it creates a problem with the autoresponder, because the auto responder fires as soon as we process a temporary contact-- before we can move any updated email or mailing/billing address information over from the C&P Alias to the Contact record. This means that the auto-responder sends out a thank you/receipt with the address that we previously had in the database, even if the contact provided new information with this donation. It seemed to me that the best way to resolve this would be to pull data directly from the fields on the Transaction object, and not use the Contact object for this information for the thank you auto-responder. Can you let me know how to do this?

    Thanks for your help!

    Kestryl

  • #2
    Good day Kestryl,

    The issue you are addressing has been raised by others.

    At this time there is no way to do this since the variables you are seeing are actually a reserved set of variables and not the ones you can simply guess or create using any field.

    The situation you are facing is an exception to the rule and one that creates a problem - I agree and sorry I can't offer a better solution at this time.
    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
      Hello! I have just noticed this same problem with our receipts - the contact address gets filled in instead of the user-submitted billing address. The result for us is that we primarily don't have contact addresses for everyone, only email addresses. When someone makes a donation, the autoresponder receipt goes out without any address.

      I haven't seen the billing address fields in C&P Designer to add to our autoresponder receipt. Is this still in the works?

      Thanks
      Bill

      Originally posted by Support.Department View Post
      Good day Kestryl,

      The issue you are addressing has been raised by others and we are going to address it in the 2014-Q1 release.

      At this time there is no way to do this since the variables you are seeing are actually a reserved set of variables and not the ones you can simply guess or create using any field.

      The situation you are facing is an exception to the rule and one that creates a problem - I agree and sorry I can't offer a better solution at this time.

      Comment


      • #4
        Good day Bill,

        In the current version (release 8.6x) the information is being pulled from Contact record. In release 9 we are making a provision for accounts to choose which option they wish to use. We have clients that want to use the Contact information and those that want to use the posted information.

        This feature is already included in release 9 due out in 2015.
        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
          That is good news! I had another question about the current features in the Alias Contact. I believe I can see the code to change the default to have the fields changed from checked to unchecked as the default but I have not seen a way to make this change/edit.
          Thanks



          Originally posted by Support.Department View Post
          Good day Bill,

          In the current version (release 8.6x) the information is being pulled from Contact record. In release 9 we are making a provision for accounts to choose which option they wish to use. We have clients that want to use the Contact information and those that want to use the posted information.

          This feature is already included in release 9 due out in 2015.

          Comment

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