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Multiple Opportunities created by a transaction

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  • Multiple Opportunities created by a transaction

    Hi C&P,

    We recently had a transaction that seems to have created two Opportunities in SF, but there are some oddities between the two opportunities:
    - Both opportunities have the same C&P Payment Reference ID, but only one opportunity has the C&P order number.
    - The C&P Data file has the message "Manually Created" instead of the usual "Successfully transacted"


    What does "Manually Created" mean in the C&P Data? What would cause two opportunities to be created, but with less-than-complete data between the two Opportunities?

    Attached are some screenshots.

    Thank you
    The Seed
    Attached Files

  • #2
    Good day @seedsysdev

    Manually created means, the above transaction was in C&P Temporary Contacts to review and process from there and someone from your organization has been processed it from C&P Temporary Contact whereas Successfully transacted means, based on match mode and match fields settings the contact created/merged automatically into your Salesforce instance.

    However, regarding two opportunities if you please grant us access to your Salesforce instance and share the order number we will review it.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    Comment


    • #3
      Thank you!

      Access granted.
      Org id: 00D36000000bvjx.
      Order number: 37612-1810032240412679532

      Cheers!

      Comment


      • #4
        Good day @seedsysdev

        We reviewed and found only one related opportunity for above order number:

        Click image for larger version

Name:	1opp.jpg
Views:	1
Size:	188.8 KB
ID:	43805
        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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