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Include Contact ID and Account ID as fields in Virtual Terminal

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  • Include Contact ID and Account ID as fields in Virtual Terminal

    I'm wondering whether there's a way to do two things.

    First, I'd like to have Salesforce automatically populate a person's contact and account IDs into fields on Click and Pledge's virtual terminal inside Salesforce, so that those values are saved and viewable on Click and Pledge's portal. My goal would be to run Click and Pledge reports and include contact and account IDs in the report.

    Second, I'd like to add fields (perhaps as custom questions?) to existing donor profiles so that I can manually enter the Contact and Account IDs for existing Click and Pledge records.

    Is this possible?

    Thanks in advance for your help.

  • #2
    Good day @jywem

    Sorry, it is not possible to inlcude the ID. However, you can create a report in Salesforce on "Contacts and Accounts" where you can include the ContactID as well as AccountID.
    Regards,
    Click & Pledge Support Department

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