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Temporary contacts processed not creating alias record

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  • Temporary contacts processed not creating alias record

    Hi,

    Here's an order number

  • #2
    Good day @mjokiman

    Sorry but I don't see any order number you posted. Would you please share the order number and grant us login access so that we can review whats going on?

    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/
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    Comment


    • #3
      36448-1708211439582820551 Here you go.

      Comment


      • #4
        Good day @mjokiman

        We don't have access to your instance:

        Click image for larger version

Name:	NO Accesss.jpg
Views:	25
Size:	155.4 KB
ID:	34512

        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
          done access has been granted

          Comment


          • #6
            Good day @mjokiman

            May I know under which contact record you are expecting to see the above one as Alias record?

            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
              The contact that's associated with the donation. There's only one contact in that household. Would the alias be in another contact that's not associated with the donation?

              Comment


              • #8
                Good day @mjokiman

                Please note that if the contact didn't exist in the Salesforce instance it will create the contact and that will be the main contact record, next time if this contact come in with different address with the same First Name, Last Name and Email (according to match mode and match fields) in that case Alias will be created under this contact.

                We found NO other Contact with this name in your instance except the contact in the question. As expected it has been created new contact and the donation attached to the contact.

                Contact processed from C&P Temporary contacts:

                Click image for larger version  Name:	CnP Data Created.jpg Views:	1 Size:	126.1 KB ID:	34573

                Contact Created:

                Click image for larger version  Name:	Contact Details.jpg Views:	1 Size:	26.4 KB ID:	34572

                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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