The VT "Existing Patron" field is not searching from our Partner Community Portal. I did not have this issue before the latest upgrade.
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VT "Existing Patron" field is not searching from our Partner Community Portal.
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Good day @ndlugajczyk
Would you please grant us access to your Salesforce account and share the OrgID as well as the existing patron name you are searching for?
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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Good day @ndlugajczyk
We reviewed your instance and found NO issues with searching existing patron at VT:
You will need to wait for couple of seconds in order to get the result.
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/0F980000000CjpCComment
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In our Partner Portal? or in the full licence site? In Salesforce.org we have no issue. It is in the partner portal that we have issues, which we did not have before we did the updates.Comment
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Good day @ndlugajczyk
We see what you are referring to. In order to debug the issue we need your permission to process a test transaction from VT.
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/0F980000000CjpCComment
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Good day @ndlugajczyk
Would you please grant access to "Salesforce Support"? We need to raise a case at SF Support and work with them in order to debug the issue.
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/0F980000000CjpCComment
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Good day @ndlugajczyk
Are you having issue with searching existing patron at partner community portal after login into the instance or without login?
Please note that without login it won't search for the existing patron due to security reasons.
We navigate to the following location and it works without any issues:
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/0F980000000CjpCComment
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Good day @ndlugajczyk
Please follow the steps below:
Navigate to the Communities: https://na30.salesforce.com/_ui/netw...=SetupNetworks
and from here click on the respective community site URL and on the Process Donation:
We have followed the same steps and it works from our end.
Please check and let us know if you find any issues.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/0F980000000CjpCComment
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Okay, so that is the back end way to get to the portal. So then why when actually logging in to the same exact URL as a community user does it NOT WORK?Comment
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