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Transaction data showing but not donations

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  • aavgerakis
    replied
    I currently have it set to any non blank SKU

    Leave a comment:


  • aavgerakis
    replied
    Thank you for your help didnt realize that there was an option in click and pledge as well , since the NPSP option to create contact roles is causing problems I will use the setting in Click and Pledge, what would I need to fill in for the * Contact ID (18 Digits ID) field to make sure that the role is assigned to the right contact?

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  • CnP.Support
    replied
    Good day!

    Based on I have reviewed and understand it seems like you have disabled this in both places.

    In C&P:

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    and in NPSP:

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    Link: https://cmtysolutions--npe01.na15.visual.force.com/apex/contactsSettings?sfdc.tabName=01ri0000000fww7


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    When NPSP is installed you need to have the NPSP enabled if you wish to have contact roles.

    I may not be understanding the question but other than this we see no issues with your transactions relative to your question.

    Please provide more insight if you think this answer does not address your issue.

    Leave a comment:


  • aavgerakis
    replied
    This issue originally came my last post in which I had an error processing C&P temporary contacts and I was given a solution by the Click and pledge support team to disable the opportunity contact role trigger in contact settings. This fixed the issue of processing temporary contacts but in term disabled NPSP from creating contact roles. Is there any work around that will allow me to have both features working properly?

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Since you have NPSP installed the job of creating the contact role for this opportunity is on NPSP.

    We do not recommend having C&P create the contact role since you will end up with 2 contact roles making the payment appear twice in the "Donations" related list.

    Have you check with NPSP to see if that is creating the contact role? it should.

    Leave a comment:


  • aavgerakis
    replied
    I have found that the opportunity is being created but since I have had to turn off the automatic contact role option in contact settings it is not connecting the opportunity to the donor through the donations object, is there a way of creating a new trigger that would serve this purpose?

    Leave a comment:


  • aavgerakis
    replied
    The issue is still happening, the transaction is processing correctly but the opportunity is not triggered or not created with it. This is a major issue as we track all of our donations through our opportunity object.I have just run a transaction in my own name with the order # of 1604110949191442310 for the amount of 1 $ and as you can see the donation has not come up. Thank you for your time

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We upgraded your instance as requested. Upgrade note is at the bottom of this email for you reference. Please make sure to review the release notes of all updates since your installed version prior to the upgrade.

    Click image for larger version

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    In reviewing your transaction we see that all aspects of the transaction are correct. Please see:

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    in reviewing the transactions we see only one transaction in Temp.

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    and all your opportunity triggers are also active:

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    If you believe the issue still persists please send us an order number so we can review the issue further.

    The following is the upgrade notice:
    It is highly recommended that you re-establish the connection after each upgrade. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

    Release notes:
    You may also join our Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    We also love to know what you think about our platform. Please review our apps on AppExchange:
    Please let us know if we can be of any further assistance.



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  • aavgerakis
    replied
    Sorry, Access has been granted

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  • CnP.Support
    replied
    Good day!

    Please grant us login access and an order # so we can review the settings.

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    Your instance is also not in the latest release. We can upgrade you once we have access.

    Leave a comment:


  • aavgerakis
    started a topic Transaction data showing but not donations

    Transaction data showing but not donations

    I recenlty had to disable the
    Enable Opportunity Contact Role Trigger
    in contact settings in order to allow contacts to process but I have been seeing an issue with the last few donations coming in, the gift will process and the transaction data will be correct but it will not record the transaction as a donation in Salesforce like it usually does. What could be causing this error?
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