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  • Temporary Contacts in Upgraded PaaS

    I upgraded to the new Paas and there are like, 50 temporary contacts now in my system that should not be there - these payments were made and process previously. Can someone advise? Org ID - 00Di0000000kHTn temp access granted

  • #2
    Good day!

    This is not an issue but is due to the C&P Data errors that were there and the maintenance has picked up the errors. The maintenance fixes any errors in the C&P Data and posts them again resolving the errors. It is aware of a number of error conditions that may arise especially with NPSP not being able to catch up with our rapid posts, e.g. recurring transactions each morning.

    The Event Temporary Contacts are now also part of the C&P Temporary contacts. If you had any attendees in the Temp they are now part of the C&P Temporary Contact as they have merged.

    If you are seeing temps the reason is either they are from your event or errors being fixed that were in C&P Data.

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

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    • #3
      Hi There

      The temporary contacts are still there... in fact I think there are more there. Can you assist?

      Connor

      Comment


      • #4
        Good day!

        As stated before all the Temporary Contacts are the ones that were in the Event Temporary Contact before. In this release we have combined the 2 temporary contact objects and as such all those that were in your Event temp are now in the global temp. These are NOT new Temps. See a sample below:


        DATE: 2015-10-27 19:26:03

        Click image for larger version

Name:	2015-12-13_11-01-49.jpg
Views:	10
Size:	65.6 KB
ID:	20906




        DATE: 2015-03-11 06:59:39

        Click image for larger version

Name:	2015-12-13_11-05-49.jpg
Views:	9
Size:	55.5 KB
ID:	20907

        You have a lot of Temporary Contacts that have been in the Event Attendee Temporary Contacts dating back to March. These are NOT new and you are just seeing it since you had not processed them in the past.

        The #1 reason we merged these 2 tables together was for the reason you are seeing in your instance. Our clients were ignoring the Temporary Contacts for the event attendees and did not know that attendees are all in pending status.

        Every single temp contact is from your events.

        Hope that answers your question.

        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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        • #5
          Thank you!

          What do I do with them now though - Haven't we already received their payments? If I process these now, will they create additional opportunities, trigger autoresponders, charge credit cards again, etc?

          Thansk!

          Comment


          • #6
            Good day!

            Process them since they are attendees. Opportunities & Transactions were created with the registrant (person that made the payment).

            All these need to be processed and assigned to the right contacts. These will not process other triggers- just associates the attendees with their respective contacts.

            Hope that answers your question.
            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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