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All online donations are going to "temporary contacts"

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  • Monique
    replied
    awesome, thanks!

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


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

    Thanks

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • 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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