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  • Name on Card

    Spoke to Amanda on Monday during office hours about this and don't want this issue to get lost...

    I can't seem to accurately map the "Name on Card" field to a custom Contact field. I've tried every permutation I can think of with that field -- all the different capitalization combinations.

    We really need this to speed up our Temp Contact processing during a VERY busy donation season.

    You have access to TLC's org via my profile, org #00Dd0000000i8lD.

    See attached for current Custom Question Mapping .

    Thanks,
    Radha
    Click image for larger version

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    Attached Files

  • #2
    Good day @Radha

    Since the NameOnCard is NOT custom parameters, it cannot be mapped through Custom Question mapping. You may accomplish the above through workflow but NOT through C&P Custom Question mapping.

    Hope that make sense. 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


    • #3
      I'm not sure I understand.

      If the "Name on Card" field is contained within the XML data field, how would I access it in a WFR?

      Thanks!
      R

      Comment


      • #4
        Good day @Radha

        Name on Card is used in Transaction Object as "Account Holder's Name" and from there you may get it in your workflow.

        Example:
        Click image for larger version

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        Hope that helps. 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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