Announcement

Collapse

Information Needed

See more
See less

Contact Alias Mapping

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

  • Contact Alias Mapping

    In the contact Alias mapping, the phone field maps to the business field by default. How can I change that default to map to the regular phone field?

  • #2
    Good day!

    This is related to the C&P Settings > Contacts & Account > Mapping

    if you grant us access we can review & give you a screen shot of your setting. But in our instance - see below:

    Click image for larger version

Name:	2016-02-03_16-06-38.jpg
Views:	9
Size:	104.7 KB
ID:	21868

    If you need help let us know.
    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


    • #3
      Thank you. I checked that setting and it is mapped to "home phone" and yet in the alias it defaults to business phone...
      I granted login access, and would appreciate if you can take a look and troubleshoot.
      Thanx!

      Comment


      • #4
        Good day!

        Please give us the Salesforce Organization ID so we review the instance.
        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


        • #5
          org id 00D1a000000ZApe

          thank you!

          Comment


          • #6
            Hi, just following up on this to see if you were able to figure out what the problem here is.... thank you!!

            Comment


            • #7
              Hi, Following up again to see if you were able to get to the bottom of this problem....?
              thank you!

              Comment


              • #8
                Good day!

                Are you trying to change the way the Alias maps as shown below:

                Click image for larger version

Name:	alias.jpg
Views:	10
Size:	66.0 KB
ID:	22302


                I guess we are not sure what you are asking.

                If you want to change the default value of the "Map to Contact Record" pull down menu - the default cannot be changed as it is hard coded and is designed to allow for selection when you are pushing the data. We are not considering adding this as an optional setting since it adds a lot more to the setting where one can simply select which field one wishes to push the data.

                Hope that answers the question. If we are not understanding the question please clarify further.
                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


                • #9
                  Yes, this is what i wanted to do - instead of that defaulting to business phone and needing to manually select mobile every time, I would like it to default to mobile. Are you saying that this is not possible to do?

                  Comment


                  • #10
                    Good day!

                    No it is not a feature currently. We have added this as a feature request.

                    The idea was fields to be a pull down menu so you may choose whatever you want. Setting up a default was not in the design and coming up with yet another setting to have people choose what they want to be the default makes the admin more complex.

                    We will see what we can do to make it easier for you in a future release.
                    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


                    • #11
                      ok, thank you.
                      In general - more complex admin is not bad if it makes things smoother for the end users. The less clicks they need to make to get a task done the better!
                      Thank you!

                      Comment

                      Working...
                      X