Announcement

Collapse

Information Needed

See more
See less

Order number not posted to Salesforce

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Order number not posted to Salesforce

    Hello,
    I created a new payment type (it's called "mailed check") and it doesn't seem like any of them are posting to their account in Salesforce. One order number is 19594-170327182114505. It is in Salesforce as a transaction, but not attached to the Account, Lisa Veale.

  • #2
    Good day @laurenvelardi

    Please see below:
    Click image for larger version

Name:	Custom Payment.jpg
Views:	5
Size:	100.7 KB
ID:	32568

    It has been set to NOT to create the opportunity for Custom Payment Type. You need to check the above box and repost the C&P Data:

    Click image for larger version

Name:	repost.jpg
Views:	5
Size:	108.0 KB
ID:	32569

    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/0F980000000CjpC

    Comment

    Working...
    X