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C&P Data tab transaction information not showing up

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  • C&P Data tab transaction information not showing up

    When I check the transactions in the C&P Data tab I find an entry with the order number, however the contact, name, C&P account number, transaction result and total charge are not showing up. The Temporary Contact for that order number has all of the data and it is correct. How can I get the data from the temporary contact to show up in the C&P Data tab?

  • #2
    Good Day @HelpingHands

    Can you please share the Organization ID, order number and grant us login access so that we can review whats going on?

    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

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    • #3
      Thank you! I have granted you login access. The Organization ID is 00DG0000000jpuZ and the order number is 35255-1807112020169450842.

      Comment


      • #4
        Good day @HelpingHands

        We don't have access to your instance:

        Click image for larger version

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        Also, we noticed that you are at outdated versions of our apps for which support has been ended. If you allow us we will upgrade with the latest versions and review whats going on.
        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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        • #5
          Thank you! I just reviewed the Login Access page and granted you access to our account. Also, please update us to the latest versions.

          Comment


          • #6
            Good day @HelpingHands

            The reason you don't see the details of the transaction because the data is still in Temp Contact. Once you process the above order number from C&P Temporary Contacts tab, you will see all the details.

            However, we have upgraded your instance with the latest versions of our apps as requested.

            NOTE: Please note that the Salesforce Campaign defined in Connect (affecting the entire transaction) will be deprecated from Connect. Please review C&P Settings > Opportunity > Primary Campaign rules to ensure Opportunities receive the correct campaign. Check 'Use Transaction Campaign' in your C&P Setting rules to retain the Salesforce Campaign specified in Connect; however, we recommend implementing SKUs as the best long-term strategy.

            SKU Tutorial

            It is highly recommended that you login to the Connect & re-establish the connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

            To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

            Release notes: http://cnp.mn/Salesforce-Latest-Releases

            You may also join our Power of Us Hub: https://bit.ly/1cO852O
            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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