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Contact Settings section on Temporary Contact layout is blank
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Good day @RBirmingham
Would you please grant us login access to your Salesforce account and share the Organization ID so that we can login and review whats going on?
Looking forward to hearing back from you.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 -
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Good day @RBirmingham
We reviewed and found that the Contact which was associated with the above recurring has been deleted which is the reason you don't see any option to process:
You need to assign the Contact to above Recurring ID in order to get the option to process with under C&P Temp contact.
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👍 1Comment
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Good day RBirmingham
The new update which went live today has solved this issue so this cannot happen again. Once you update the next transactions will self fix.
The update went live today so you may request an update and we will update it by tomorrow.
see release note https://forums.clickandpledge.com/fo...s-enhancements
In the bug fix area you will see a reference to this post.Regards,
Click & Pledge Support Department
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/Comment
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Good day @RBirmingham
We have upgraded your Salesforce instance as requested.
It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce
Release notes:
API Class Library 5.1612000002
Release notes: http://cnp.mn/2dhYZPt
PaaS 9.1612080007
Release notes: http://cnp.mn/2czxK2H
You may also join our Power of Us Hub: http://bit.ly/1cO852O
We also love to know what you think about our platform. Please review our apps on AppExchange:
Payment: http://bit.ly/cnp-paas-review
Please 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/0F980000000CjpCComment
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