Announcement

Collapse

Information Needed

See more
See less

Edit Temporary contact information

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Edit Temporary contact information

    Hi,
    When opening a temporary contact to process it, is there any way to edit the information there before processing?

  • #2
    Good day!

    No you cannot edit a temporary contact since nothing about it is saved. The Temp is simply a view of the C&P Data for that transaction.

    If you are brave enough to explore the C&P Data you can change it at the C&P Data or simply process the temp and then change the Contact information in either the Alias or the Contact record.

    Not sure really why would you want to change the Temp as it is what has been typed and it can always be changed when joined or become a contact.
    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

    Working...
    X