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All online donations are going to "temporary contacts"

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  • All online donations are going to "temporary contacts"

    Hi,

    Somehow all of the online donations are going to "temporary contacts" even those that match existing donors first, last & email.
    I thought I set it up for "Semi-Automatic" contact using the default settings matching (First, Last, email) and C&P Alias (First, Last, email) ~ see attached.

    Also, when I've merged contact/account to match an existing donor, then next time they donated it went back into temporary contacts
    What am I missing? Thanks!

    .Click image for larger version

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  • #2
    Good day @Monique

    Would you please grant us login access to your Salesforce account and share the order number so that we can review it?

    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

    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


    • #3
      Access granted
      two recent examples
      Order # 60252-1908010800139273421
      Order # 60252-1908121818533904108

      Thanks

      Comment


      • #4
        Good day @Monique

        We just reviewed and noticed that the C&P Settings were not updated. We have updated the settings, moving forward you should not see that issue.

        Please let us know if we can be of any further assistance.
        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


        • #5
          awesome, thanks!

          Comment

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