Hey there,
I am using the C&P event management page inside of Salesforce to sell free tickets/RSVPs to an event. I cloned the event, so the config should be good, but I noticed all the customers who don't make an additional donation (i.e. don't input any payment info and have a balance of $0) are showing up in Salesforce as opportunities where the stage reads "pledged" instead of "received".
- The same thing occurs if I run a free transaction through a different event, AND if I run a free transaction via the standard general C&P terminal (i.e. not an event)
- BUT it does NOT happen if I 'discount' a transaction that initially was not free - that rolls up correctly as "received".
- I duplicated the event from an older event so the config should be fine.
- I checked in C&P settings/opportunity, and “free” transactions are set to populate as “received”.
- I can’t find any SKU mapping or workflow rules that indicate $0 transactions should be marked ‘pledged’ instead of ‘received’.
Has there been an update that effected this field? Am I missing some config somewhere?
Thanks!
Access granted
Org ID: 00Dd0000000i8lD
I am using the C&P event management page inside of Salesforce to sell free tickets/RSVPs to an event. I cloned the event, so the config should be good, but I noticed all the customers who don't make an additional donation (i.e. don't input any payment info and have a balance of $0) are showing up in Salesforce as opportunities where the stage reads "pledged" instead of "received".
- The same thing occurs if I run a free transaction through a different event, AND if I run a free transaction via the standard general C&P terminal (i.e. not an event)
- BUT it does NOT happen if I 'discount' a transaction that initially was not free - that rolls up correctly as "received".
- I duplicated the event from an older event so the config should be fine.
- I checked in C&P settings/opportunity, and “free” transactions are set to populate as “received”.
- I can’t find any SKU mapping or workflow rules that indicate $0 transactions should be marked ‘pledged’ instead of ‘received’.
Has there been an update that effected this field? Am I missing some config somewhere?
Thanks!
Access granted
Org ID: 00Dd0000000i8lD
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