Announcement

Collapse

Information Needed

See more
See less

2 Issues with Temporary Contacts

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • 2 Issues with Temporary Contacts

    EDIT: The new update addresses one of the original issues

    I'm noticing a major oversight when using the search function in temporary contacts, virtual terminal and box office:


    It does not show contacts with a middle name or initial in the dropdown
    For example, if I search for Jonathan Smith in our system, his contact does not populate because he has an "R" in his middle name field. No matter how I search (with or without the middle initial), it does not show up.

    Click image for larger version  Name:	Screen Shot 2017-11-13 at 10.29.32 AM.png Views:	1 Size:	30.8 KB ID:	36078

    The only way it will show other contacts is by searching only the last name, but it doesn't work if there are too many names:

    Click image for larger version  Name:	Screen Shot 2017-11-13 at 10.29.52 AM.png Views:	1 Size:	93.7 KB ID:	36079
    Last edited by cbarton; 11-13-2017, 02:08 PM.

  • #2
    Good day @cbarton

    As we have upgraded your instance with latest release, 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/0F980000000CjpC

    Comment


    • #3
      That corrected it! Thank you so much!

      Comment

      Working...
      X