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  • Auto Creation of Contact and Accounts

    Hi There

    We are using automatic creation of contacts and accounts for our Salesforce Donor Management. Both contact and account should have a specific record type (C&P Online) that we have defined in the C&P settings.

    This works perfectly when the payments are made through credit card. But if a transaction is processed through virtual terminal, this record type is not defaulted on new contacts and accounts.

    is there any way we set things up that contacts and accounts created through virtual terminal are also defaulted to C&P online record type?

    Thanks, Gaurav

  • #2
    Good day @gmalik

    Would you please grant us login access to your Salesforce account? We need to review your settings.
    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
      access granted for 3 days

      Comment


      • #4
        Good day @gmalik

        Would you please share the order number of the transaction which NOT assigned the C&P Online as record type?

        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

        Comment


        • #5
          order numbers:

          25211-170425162940404
          25211-170425162525120
          25211-170425161910203
          25211-170425161128721
          25211-170425160137558 For all these, i changed the record type to C&P online later. Unfortunately, I don't have a case where the record type is still wrong.

          Comment


          • #6
            Good day @gmalik

            You may need to include below condition under C&P Settings:

            If WID is: (leave it blank)
            Click image for larger version

Name:	Record Type.jpg
Views:	5
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ID:	32684

            Please test it 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

            Comment


            • #7
              Thank you.. It worked.
              Would you mind explaining what WID is?

              Comment


              • #8
                Good day @gmalik

                WID stands for Window ID which is the page identifier. It is a unique number set for the page.

                Hope that answers your question. 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

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