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Temporary Contact List Views

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  • Temporary Contact List Views

    After upgrading my organization's C&P package to the most recent version, the ability to use list views with temporary contacts appears to have gone away. This is important functionality for us as we have two separate C&P accounts and development teams working in this org and previously used separate list views based on account number to deconflict their work. Is there any potential work around here?

    Just in case, our org ID is 00D400000009iVG and I have granted access.

  • #2
    Good day!

    This is not an option anymore as we had to create a VF page to combine various type of contacts. The previous standard tab was limiting forcing us to only show the contacts for the payments and not event. That limitation was causing major issues in the event management.

    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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    • #3
      Good day!

      We have discussed this internally and will work on adding a pull down for account, when multiple accounts are present.
      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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      • #4
        Thank you for the response- I totally understand that platform functionality may change due to prioritizing other requirements.

        I also really appreciate you looking into building in an account selector in the menu. Do you have a general sense of when that might possibly occur so I can communicate a timeline back to my fundraising teams?

        Comment


        • #5
          Good day!

          It has already been added to the next release. One of our developers added it after your post and this is scheduled for release in early April. Please see below:

          Click image for larger version

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          Hope this resolves your issue.
          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


          • #6
            Awesome, thanks so much. I really appreciate how response you are.

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