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Item Campaign Missing from C&P Virtual Terminal in SalesForce

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  • Item Campaign Missing from C&P Virtual Terminal in SalesForce

    I would like to be able to link custom donations made through C&P Virtual Terminal to subcampaigns in C&P (made with Connect). My default settings show that I have Item Campaign checked in order to have the field to enter an Item Campaign in the Virtual Terminal. However, there is no field showing. Thanks for the help!

  • #2
    Hi Marie,

    Could you grant us access to Salesforce so we can review why the Item Campaign is not available in your Virtual Campaign tab?
    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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    • #3
      Hello - Please be advised that Roksana Pirog, a SalesForce admin for our organization, has granted access and you should use her account (rpirog@cradlestocrayons.org) to login as you investigate the issues. If possible, please expedite this as I have donations that need to be entered through the Click & Pledge Virtual terminal using the Item Campaign feature. Thank you!!

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      • #4
        Good Day @mmckenney

        Thanks for granting access. We investigated and found that the Opportunity Product is enabled in C&P Settings > Opportunity > Opportunity Products which is why the Item Campaign is not showing. So please disable the check-box.

        Click image for larger version

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        Opportunity Products are specific type of opportunity where regardless of the number of items in the basket, only one opportunity will be created.


        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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