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Opportunity gone missing after credit issued

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  • Opportunity gone missing after credit issued

    Good morning. I'm having several problems issuing a credit. First, I tried to do it from the admin portal using the Virtual Terminal. I used to issue credits here, but the virtual terminal menu options are no longer coming up in the portal. So I went to Connect to find and credit the transaction - there used to be a search capability on the transactions page, but it's no longer there (?), so I nexted through the pages to find the transaction, opened the transaction, and issued a Credit.

    I thought the donation had gone missing, but I found it in the company recycle bin - someone had deleted it by mistake. I did another test and it worked fine. Transaction was credited, and the donation is still there, with stage Refunded. But I still have the question about whether I should have been able to credit from the portal VT? and where the search capability is in Connect -> Transactions. Thanks!
    Last edited by snesson; 06-15-2016, 08:38 AM. Reason: Opportunity is not missing! But I still have questions about crediting ...

  • #2
    Good day!

    We reviewed the case and here is our finding:

    1: The Order Number

    Click image for larger version

Name:	detail.jpg
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ID:	24397

    2: The C&P Data posted shows the SKU = 90300

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Size:	13.5 KB
ID:	24398


    3: The SKU is being renamed according to the C&P Settings for the SKU

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ID:	24399


    4: The opportunity is in the Recycle Bin

    Click image for larger version

Name:	recycle.jpg
Views:	6
Size:	48.1 KB
ID:	24400


    I hope that has answered your question.

    Please let us know if we can be of more 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/
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    • #3
      Yes, I had updated my post to say that I found the opportunity in the recycle bin. My only remaining questions are: 1) is the credit feature still available in the admin portal - I cannot see it under VT, 2) in Connect, is there a search feature to find a transaction to credit, eg., searching by name or amount. Thank you.

      Comment


      • #4
        Good day snesson

        Yes it is available. May I have the Order Number?

        also please confirm that your account # is per your profile: https://forums.clickandpledge.com/me...-snesson/about
        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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