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C&P event registrant listed as "donation" opportunity record type instead of "sales"

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  • C&P event registrant listed as "donation" opportunity record type instead of "sales"

    Our event registrants for the Business of Farming Conference are coming through with "donation" opportunity record types instead of "sales". How do I fix that?

  • #2
    Good day @rlenner

    We reviewed your instance and it seems that you haven't updated the C&P Settings which is causing the above issue. However, we have updated the C&P Settings and moving forward it will assign the correct record type to the opportunity.

    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/
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    • #3
      Can you tell me what needed to be updated and where I can do that, so in the future so we set our events correctly?

      Comment


      • #4
        Good day @rlenner

        You may update by going into C&P Settings and clicking on update button for each tab.
        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
          Hello,

          Thanks for your response. Can you be more specific as to what tabs in Click and Pledge settings you were updating?

          Comment


          • #6
            Good day @rlenner

            Specifically I am referring to below tabs in C&P Settings:

            Click image for larger version

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            Hope that answers your question.
            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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