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  • Virtual Terminal and Temporary Contact Issues/Errors

    Receiving the following message when I click on the Virtual Terminal tab in Salesforce.

    Invalid long:

    An unexpected error has occurred. Your solution provider has been notified. (CnP_PaaS)

    When merging Temporary Contacts that have registered for an event online they are not added as a Campaign Member, they are a Campaign Member if they do not go into Temporary Contacts. See example record https://na34.salesforce.com/0036100000Lh4FvAAJ This person was a Temporary Contact and was merged with an assisting Contact. They show up as a C&P Registered Attendee but not a Campaign Member.

    Org ID: 00D61000000Hzv5 Access granted.

    Thanks!

  • #2
    Good day @Heartland Foundation

    We reviewed and fixed the issue with Virtual Terminal. Regarding the Campaign member, it appears that the above contact is added as campaign member:

    Click image for larger version

Name:	Campaign Member.jpg
Views:	17
Size:	73.4 KB
ID:	27610

    Please check and let us know if we can be of any further assistance.
    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/
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    Comment


    • #3

      Tanner Stark was a Temporary Contact registered for the Event.

      I created him as a new Contact. He was not added to the Campaign.

      See attached image.

      Thanks,

      Attached Files

      Comment


      • #4
        Good day Heartland Foundation

        Please make sure he is still not in Temp. If a person register himself and is both the attendee & registrant, he will be in the Temp twice if not already a contact. One Temp is for attendee and one for registrant. You have the option to settle both of them together since they are listed as potential Temp matches.

        I will have our team review this, please make sure we still have access to your account.
        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
          You still have access for another week.

          Tanner Stark is no longer a Temporary Contact. When creating him as a Contact from the Temporary Contact I clicked the checkbox for Create New Contact and the checkbox for Merge with Existing Temporary Contact.

          Thanks,

          Comment


          • #6
            Good day @Heartland Foundation

            We reviewed and found that Tanner Stark is listed as Campaign Member under the Campaign: 2016 Think Ahead Forum: Building Regional CollaborACTION

            Click image for larger version

Name:	Tanner Stark Campaign Member 2.jpg
Views:	15
Size:	42.5 KB
ID:	27684

            Click image for larger version

Name:	Tanner Stark Campaign Member 1.jpg
Views:	15
Size:	65.2 KB
ID:	27685

            Please check and let us know if we can be of any further assistance.
            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


            • #7
              Is there a delay in when the Campaign Member is created? He was not a Campaign Member when I sent the message yesterday, as you can see from the attached image.

              Comment


              • #8
                Good day @Heartland Foundation

                We noticed that there is a delay of few minutes when you process the temp contact using potential match's.
                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


                • #9
                  Good day Heartland Foundation

                  The reason you are not seeing it is because it is already in there. If a contact is a campaign member it will not be added. Please see the images below:

                  Click image for larger version

Name:	Image1.jpg
Views:	30
Size:	61.8 KB
ID:	27735

                  Click image for larger version

Name:	Image2.jpg
Views:	25
Size:	41.6 KB
ID:	27736

                  Click image for larger version

Name:	Image3.jpg
Views:	33
Size:	72.8 KB
ID:	27737


                  I hope this answers your question.

                  Let us know if you still require further assistance.
                  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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