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C&P Alias "Copy to Contact"

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  • C&P Alias "Copy to Contact"

    Hello,

    When I open an C&P Alias Contact record, the fields available in the "Map to Contact Record" picklists are inconsistent. I would like to map Street to our Primary Street field, City to our Primary City field, and so on.
    However, the Street picklist does NOT include "Primary Street" as an option. It does include Primary City, Mailing Street, Secondary Street, along with many other fields.
    Similarly, the City picklist does NOT include "Primary City" as an option, but does include Primary Street, Mailing City, Secondary City, and more.

    Why is this mismatch occurring, and what can I do to fix it?
    EDIT: I spoke with C&P Live Support, and they asked me to post the issue here.

    Best,
    Amy

  • #2
    EDIT: I spoke with C&P Live Support, and they asked me to post the issue here.

    Comment


    • #3
      Good day @[email protected]

      Would you please grant us login access to your Salesforce account and share ContactID and AliasID so that we can 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


      • #4
        Login access granted for 7 days. Contact ID: 0031G00000q5PHMQA2 Alias ID: a1K1G0000014oC4UAI

        Comment


        • #5
          We reviewed and found that you have changed the label for all the Mailing addresses. Default selected field we manually label as Mailing and that is the reason it is not showing related field.
          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/
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          • #6
            Thanks for responding, but I don't understand what you're recommending. Yes, the field labels may have been edited at some point. That being said, how can we resolve the actual issue?
            I need to the C&P Alias's Street value to map to the Primary Street field on the Contact object. Same for City to Primary City, and so on.

            Comment


            • #7
              Please note that the in your case, Primary Street is nothing but Mailing Street, Primary City is nothing but Mailing City and so on...those are just label changed. You can map to the Mailing Street so that it will store in Primary Street itself. Those are just Labels. Hopefully, in the upcoming release, we will resolve the label issue.
              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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