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All online donations are going to "temporary contacts"
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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.
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Access granted
two recent examples
Order # 60252-1908010800139273421
Order # 60252-1908121818533904108
Thanks
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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.
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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!
.
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