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Donors being created as organizations not contacts?

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  • CnP.Support
    replied
    Good day!

    I am not quite sure I understand your question. As a side note it is always best to start a new thread when you have a different question. Posting different questions to the same thread will make the thread confusing.

    If you are trying to import old data into Salesforce please see the following KB article: http://help.clickandpledge.com/custo...th-salesforce-

    The behavior of Opportunity creation has not changed. All is the same as before and based on the C&P Settings.

    Let us know if we can be of more help.

    Leave a comment:


  • aavgerakis
    replied
    Thank you everything seems to be working, before the upgrade any donations coming through C&P would be added to the contact record as a "Donation" or "oppurtunity", will it continue to do that or will it only create a record of the C&P transaction. Additionally, how do I have the C&P transaction data show up on the contact page and is there a way of importing old transaction data from C&P? Sorry for the barrage of questions you guys have been a great help. Thanks again

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We did a test transaction in your instance to double check the reported issue. The Order Number: 151104073047125 was processed successfully without any issues.

    Please review that transaction & let us know if the originally reported issue has been addressed.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have upgraded you as requested. As your instance was upgraded from release 7.x we ask that you review the settings and release notes carefully. A lot has changed since the version you were using. It is best if you maintain the application by upgrading to the latest releases at your earliest convenience. We also provide upgrade assistance at no cost - all you have to do is submit a case in the "Upgrade Assistance" channel in the forum: http://forums.clickandpledge.com/for...ade-assistance

    Release notes:
    In PaaS 9.1 you can now send SMS to contacts. You may want to read more about it: http://cnp.mn/1IXtLuA

    You may also join our Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Please let us know if we can be of any further assistance.

    Leave a comment:


  • aavgerakis
    replied
    Yes that would be great thank you

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Please see the release notes & the end of support dates: http://manual.clickandpledge.com/Sal...ase-Notes.html

    Support for your version ended on April 18, 2014

    Once we have upgraded you we will be able to answer any questions you may have regarding the new version.

    Is it OK to upgrade your instance?

    Leave a comment:


  • Donors being created as organizations not contacts?

    I have an issue when a new contact is created by C&P it is created as an organization not a contact. we are using the 1 to 1 account model. I think our Click and Pledge integration may need to be upgraded but I am not sure if that is the issue. Also none of the transaction data from C&P is showing up in salesforce as well. Any help would be appreciated. ORG id : 00Di0000000cTOh, Acess has been granted for three days. Thanks
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