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  • Temporary Contacts

    I'm having trouble getting rid of my temporary contacts.

    Order Number: 38184-170511142829225
    Organization ID: 00D6A0000002gwX

  • #2
    Good day AlexSH

    May I ask what you mean by "getting rid" of Temporary Contact?

    Not sure what you mean.. please elaborate.
    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


    • #3
      Order Number: 38184-170511142829225
      Organization ID: 00D6A0000002gwX
      I have granted you access

      there are temporary contacts that I can not delete or merge because I keep getting different errors. Is there a way for them to delete them on their end

      Comment


      • #4
        Good day @AlexSH

        The order number in the question is NOT in temp contact, it has been processed from temp contact. Would you please share the temp contact order number as well as the ContactID you would like to merge with?

        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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        • #5
          Hi There,
          We are having some issues with several temporary contacts not processing into salesforce.
          Our Organizational ID is : 00D80000000bBqK
          I have grated you access.

          Thank again!

          Comment


          • #6
            Good day @tab85

            Would you please share the temp contact order number as well as the ContactID you would like to merge with?

            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


            • #7
              Good Morning,
              Thank you for your reply. Here are the order numbers along with the Contact ID's

              33225-1705191943265644451 33225-1705191819588687758
              0031A000027DgA9QAK

              33225-1705191817592222728
              003C000001TT8oNIAT
              33225-1705191811401572035
              003C000001SIJjJIAX

              33225-1705191806027154525
              NEW CONTACT

              33225-1705041457207560306
              0031A00002AjudsQAB

              33225-1704231412335552128

              Comment


              • #8
                Good day @tab85

                We don't have access to your instance. Please grant us login access so that we can review it.

                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


                • #9
                  Good Morning,
                  Access has been granted. Thanks!

                  Comment


                  • #10
                    Good day @tab85

                    We reviewed and found that the reason you see that error because of the custom validation you have on Opportunity object:

                    Click image for larger version

Name:	Validation on opportunity.jpg
Views:	31
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ID:	33233

                    You will need to deactivate the above validation and process the 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

                    Comment


                    • #11
                      Awesome. It worked! Thank you for your help.

                      Comment

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