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Step 3 setup (Contact & Account Mapping) - no Account fields listed

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  • CnP.Support
    replied
    Good day @Kmikula,

    Please see: http://help.clickandpledge.com/custo...ticles/1164726

    You may set up the Record Type per WID as shown below:

    Click image for larger version

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    I hope that helps.

    Leave a comment:


  • Kmikula
    replied
    Is there a way to map new contacts created within Click & Pledge to Contact record types within Salesforce? Ideally, I'd like to associate the 'Attendee' to a 'Student' contact record type and 'Registrant' to 'Parent' record type. After research, I understand you can use WID's but unsure how that is to be set up.

    Leave a comment:


  • CnP.Support
    replied
    Good day @Bia,

    Please see: http://help.clickandpledge.com/custo...th-salesforce-

    Slide: 3

    I have asked our training team to review the other documents and adjust it as needed.

    Thank you for pointing it out.

    Leave a comment:


  • Bia
    replied
    Thank you for your quick reply. Makes total sense. If that is referenced in the documentation, I missed it.

    Leave a comment:


  • CnP.Support
    replied
    Good day Bia,

    If you have NPSP installed we do not show the Account section. NPSP creates accounts automatically and as such we stay out of it. We simply hide that section and set it to "Do Not Create a new Account" and let NPSP take care of it.

    Hope that answers your question.

    Please let us know if we can be of more assistance.

    Leave a comment:


  • Bia
    replied
    Also might mention I have custom Contact record type assigned for Any WID (for now) and have disabled C&P Online contact record type.

    Leave a comment:


  • Step 3 setup (Contact & Account Mapping) - no Account fields listed

    Any reason why the Account fields aren't showing for me on the step 3: http://manual.clickandpledge.com/Sal...tallation.html. Still waiting on merchant number from customer (Women Veteran Social Justice) so am not linked yet but wanted to go ahead with setup where I could. Thanks. Happy Holidays.
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