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Virtual Terminal and Temporary Contact Issues/Errors

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  • CnP.Support
    replied
    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:

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    I hope this answers your question.

    Let us know if you still require further assistance.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @Heartland Foundation

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

    Leave a comment:


  • Heartland Foundation
    replied
    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.

    Leave a comment:


  • CnP.Support.AM
    replied
    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

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

    Leave a comment:


  • Heartland Foundation
    replied
    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,

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Heartland Foundation
    replied

    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

    Leave a comment:


  • CnP.Support.AM
    replied
    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

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

    Leave a comment:


  • 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!
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