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Errors processing temporary contacts w/ NPSP

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  • Errors processing temporary contacts w/ NPSP

    Hello,

    One of our users is having an issue processing temporary contacts.


    In the Temporary Contacts tab, when they try to create a new contact/account from a temporary contact, an Anonymous Household account is created instead.
    We have NPSP installed, but under new account, there is no "Default to NPSP Settings" option, only "New Account (see image below).

    Click image for larger version

Name:	Screen Shot 2019-08-27 at 3.57.50 PM.png
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ID:	48620


    When I logged into their account, I visited the C&P Settings tab, and they see the following, which is only available for orgs that don't have NPSP.
    Click image for larger version

Name:	Screen Shot 2019-08-27 at 3.55.14 PM.png
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ID:	48619

    But when I log into my System Admin account and visit the C&P Settings tab, this "Account Settings" section is not there.


    We do have NPSP, but for some reason, the C&P app/the user's account is not recognizing that NPSP is in fact installed.

    What should we do to solve this issue?
    (I already requested an upgrade of the C&P app, so if it is an upgrade issue, it should be resolved.)

    Thanks!





  • #2
    Good day @adam_alt

    Would you please share the Username and grant access from that user as well 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

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    Comment


    • #3
      One problem: the user can only grant login access to Salesforce.com support. There are no other options of people to grant access to, including Click&Pledge.
      Click image for larger version

Name:	Screen Shot 2019-08-28 at 9.38.50 AM.png
Views:	12
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ID:	48654
      Should the user be able to grant access to Click&Pledge support?

      Comment


      • #4
        Yes, can you please share username of that user?
        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
          [email protected]

          Comment


          • #6
            Ok, can you please ask them to test now, I have assigned a couple of permission sets to that user.
            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


            • #7
              They're still having the same issue. No "Default to NPSP Settings" option.

              Comment


              • #8
                Good day @adam_alt

                Our developers reviewed the above case and concluded that due to the low profile of that user, it doesn't have access to NPSP hence it is not showing up those settings. However, we are going to address the above in the next release.

                For now, you need to upgrade the profile of that user.
                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

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