Manual Opportunity Settlement

[lshramko]

I'm trying to implement the Manual Opportunity Settlement to neatly tie up existing pledges in Salesforce. But It is not showing up in my instance of salesforce

I followed the directioins in this document: https://support.clickandpledge.com/s...ual-settlement and read some forum posts that were related, but still no luck. All I see in the C&P Miscellaneous visual force page is Credit Card Transactions and Connections.

Any ideas of what I can do to get the Opportunity Settlement Feature to work? I've granted access and my org id is 00Dd0000000gsEP

Thanks,
Liam

[CnP.Support.AM]

Good day @lshramko

Would you please share the Opportunity name and its related Contact so that we can review it?

Looking forward to hearing back from you.

[lshramko]

The "Opportunity Settlements" section is not showing up at all for any opportunity/contact. You can look at any contact to see what I'm talking about. I moved C&P Miscellaneous onto page layout, but it is not displaying an "Opportunity Settlements" section. Again, I followed all the steps in this doc: https://support.clickandpledge.com/s...ual-settlement.

Also, our opportunities are named in the following fashion: Household name, $$ amount, Opportunity record type. So I'd prefer not to share that information on a forum. If you go to Opportunities and click on the "Pledges" view, that should give you a large list of opportunities that should be eligible to show up in Opportunity Settlements.

Liam

[CnP.Support.AM]

Good day @lshramko

We reviewed and found that the opportunity doesn't have Contact assigned which is the reason it is NOT showing in Opportunity Settlement in the Contacts page.

See Example:


If you want to settle the opportunity then you should assign contact to opportunity. If you want to assign the existing opportunities to the pledge, please click on new opportunity pledge button and select desired pledge from look up and enter opportunity amount.

Hope that helps. Let us know if we can be of any further assistance.

[lshramko]

Thanks! That should help a lot.

One additional question: say we have an existing opportunity and then the donor goes to our online donation page to pay all or part of that opportunity. Is there a slick way to somehow merge the pre-existing opportunity with the one that was created from the online form?

thanks!

[CnP.Support.AM]

Good day @lshramko

Sorry that is NOT possible. Opportunities cannot be merge. It will create the opportunity and attach to the respective Pledge.