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  • Transactions from web page creating accounts

    Howdy,

    Out of the blue, 4 new transactions this week resulted in the creation of account records but no contact records for individual donors.

    My org is #00Dd0000000i8lD.

    The donor names are
    A Ohanian R Wilken

    T Appel-Bernstein

    M Griffin

    Please advise.

    Thanks!
    Radha

  • #2
    Good day!

    We have tried to review your account but it seems like we don't have access.

    Please grant us login access so can review the issue. Have you checked the C&P Data and review if any errors have occurred?
    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
      Sorry about that!

      You have access now.

      Radha

      Comment


      • #4
        Good day Radha,

        Strange- we found all these contacts in your recycle bin. Someone has deleted them.

        I can send you images if you want but I am sure if you go to your recycle bin you will see them.

        Please let us know if you need any additional help.
        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
          That is strange.

          SF says those records were deleted under my user name. But I had left the office by the time that happened.

          My user name is also the one that connects SF with CnP. It looks like I managed the temp contacts associated with these records around 4:30 (and they were deleted around 6:40). Does CnP talk to an SF record after the temp contacts are managed?

          R

          Comment


          • #6
            Good day!

            No- we don't touch the contact or anything else.
            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

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