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Custom Question Map Field Settings - Object field missing

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  • Custom Question Map Field Settings - Object field missing

    The field, Email Opt Out (HasOptedOutOfEmail), does not show for the Contact standard object even though the field exists on the object. The application has been updated to the latest version.

  • #2
    Good day Rex :

    There was an issue with field level security, we set at your instance (Org Id: 00Di0000000KGUs).

    Click image for larger version

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    Please check and let is know for 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
      Hello, I have created a custom question on our donation page and would like to map the answers to the opportunity's "gift notes" field. I tried to use the Custom Question Map Field Settings but it is not showing up in Salesforce. It does however show up on C&P transaction details and receipts sent.

      Org ID: 00Di0000000ccq1

      Comment


      • #4
        Good day @Mike Beck

        I just reviewed your instance and we do not have access to your account:

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        Please grant us access so that we can review it.
        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
          Hello C&P Support!

          I have granted C&P access for one week.
          Org ID: 00Di0000000ccq1

          Thank you!

          Comment


          • #6
            Good day @Mike Beck

            Would you please share the order numbers you are expecting to map to that field 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


            • #7
              I'm not sure I understand what you mean by "order numbers"? The custom question on our donation page asks: "If this is a memorial donation, please provide the person's name and other information below." and allows the donor to write a custom response inside a text box. I would like that text to be added to the "Gift Notes" field in SF. (Right now we have to manually add the responses in that field, so that is what you are seeing in past opportunities.)

              Thank you!

              Comment


              • #8
                Would you please share the "past opportunities" you are referring to so that we can review it?
                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
                  For example:

                  https://na88.salesforce.com/0061Y00000ll46K

                  https://na88.salesforce.com/0061Y00000lkvls

                  Comment


                  • #10
                    Please see this:
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                    Actual Question:

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                    Hope you see why it is not mapping it. It works how we set it to be work. Only a single dot make a lot of difference. We have updated the custom mapping so moving forward it should map accordingly.
                    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
                      Many thanks for this!!

                      Comment

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