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Temporary Contact not displayed on C&P Data detail

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  • Temporary Contact not displayed on C&P Data detail

    Hello, I created a donation EasyPage for testing and my test transactions are appearing in Salesforce under C&P Data, but on the C&P Data detail, the Temporary Contact is not displayed. However when I look at the Temporary Contacts tab, the contact is there.

    Also, I can manually convert the Contact but information from the transaction such as phone number and address is not being updated on the Contact record.

    Our Salesforce OID is 00Di0000000KHA4. We have the NPSP and C&P Contact Settings on Semi-Automatic Contact creation.

    Thank you!

  • #2
    Good day!

    Thank you for posting your Organization ID but unfortunately you have not given us access to your account.

    May I ask that you follow the steps listed here and grant us access to your account: https://forums.clickandpledge.com/showthread.php?t=1065

    Please let me know when we can login to your account.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

    Comment


    • #3
      Granted login access

      Hello, I granted you login access. Here is a screen shot of one of the C&P Data detail records - I was under the impression that the Temporary Contact should appear on the related list, but maybe not? It does show up, as I said, on the Temporary Contact tab.

      Click image for larger version

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      • #4
        Good day!

        Temporary Contacts can't possibly show up as a related list since we don't know the Contact ID yet.. so nothing can possibly show up there.

        Hope that answers the question.
        Regards,
        Click & Pledge Support Department

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

        Comment


        • #5
          Good day @CarolinR,

          Just following up to see if this issue has been resolved.
          Regards,
          Click & Pledge Support Department

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

          Comment


          • #6
            Yes, all set, thank you for your help.

            Comment

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