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When processing temporary contacts with an email and a phone number but there is not a phone number or email in the Saleforce contact that I'm matching the donation for, it does not transfer into the info into it. I have to manually copy and paste the info in in order to keep it. Is this the default behavior and can it be changed? Thankyou.
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Good day!
Would you please grant us login access to your Salesforce account? We need to login and review.
How to grant access: http://forums.clickandpledge.com/showthread.php?t=1065
Please share the Organization ID so that we know how to locate your account and Order number of the transaction your are referring to.
Looking forward to hearing back from you.
Thanks,Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
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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 -
Sorry for the delay - access has been granted for 1 week.Comment
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Good day!
Would you please share the Organization ID so that we know how to locate your account? Also, please share the Order number of the transaction your are referring to.
Looking forward to hearing back from you.
Thanks,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/0F980000000CjpCComment
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I will need to get you an order number
Thank you.Comment
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