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Unable to view temporary contacts or create new contact from temporary contacts

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  • Unable to view temporary contacts or create new contact from temporary contacts

    Hi there,

    After the initial set up of the SF integration, all of the new donors that came in were sent to temporary contacts. I've since adjusted the settings so this wouldn't occur, but I am unable to move the temporary contacts into actual contacts within Salesforce. Each time I click on a temporary contact, I receive this error: "Page temporarycontact does not exist". Please advise.

  • #2
    Good day @kkosak

    It seems that you are trying to open the C&P Temp Contacts in Lightning interface. That is a known issue in the current release. We are working on compatibility with Classic and Lightning views and will be fixed in the upcoming releases.

    However, as of now you may open the temp contact in the new window instead of opening on the same.

    Sorry for the inconvenience.
    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


    • #3
      Thank you, this is helpful. Last question - when I hit "process" on the temporary contact screen, this is only processing the contact into Salesforce, correct? The follow up screen makes it seem as though it is processing the transaction a second time. Please confirm.

      Comment


      • #4
        Good day @kkosak

        That only process the contact information into Salesforce.
        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
          New issue - now I'm not even able to view the temporary contacts section in Salesforce Lightening.

          Comment


          • #6
            Good day @kkosak

            We reviewed your instance and found NO issues with opening temp contacts section:

            Click image for larger version

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            However, as stated above, we are working on compatibility with Classic and Lightning views for upcoming releases.

            Sorry for any inconvenience.
            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
              There is something in Chrome that is causing this error. I was able to open in Safari. Does C&P have any known issues with Chrome?

              Comment


              • #8
                Good day @kkosak

                We have tested in Chrome and found NO issues. It might be issue with you browser cache. Please test it by clearing the cache of your browser.
                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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