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  • Temp Contacts

    Org id is - 00D0b000000uTCM - and login access has been granted.

    One of my clients is using both event management and donor management. The temp contacts feature shows both mixed toghether. Is there a way to add an additional field, say campaign name, to make it easier to distinguish between an event contact and a donor managment contact?

    I see where you can see event registrants/attendee info, but I don't see where you can isolate donors...

    I also notice a subtle color difference between event attendess... is this supposed to help?

    Chris


  • #2
    Good day @ctugwell

    There is a view at the top shows you that they are attendees from Events. Registrants is nothing but payers.

    Click image for larger version

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    Regards,
    Click & Pledge Support Department

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    • #3
      correct, but I guess what my client is wondering is there a way to setup a view that shows only those that submitted via a donor management form? A view that doesn't include event management attendees or registrants???

      Thanks,

      chris

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      • #4
        Sorry, as of now, there is no such view.
        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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