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Missing transactions; bank connection; email notifications

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  • Missing transactions; bank connection; email notifications

    Helping Monterey Bay Fisheries Trust (00D36000000sFEK) set up C&P, we've run into a few challenges:

    We ran two test transactions, each $1, using C&P Virtual Terminal in Salesforce. We found one bug in the Virtual Terminal: When auto-filling a credit card, the browser fills the card expiration date into the Charge Date fields instead of the Expiration Date fields. Second, we ran a test transaction and set the charge date to today. However, neither transaction appears in Salesforce. We checked both C&P Transactions and C&P Data and found nothing. Yet, the latter transaction did charge the credit card.

    Where would these transactions have gone? What happened to the data trail?

    Sherry wanted to verify that C&P has the correct bank info on file to deposit donations. Where is this setting located? Is it somewhere in Connect?

    Finally, we need to change who gets notified of new donations. Where do we set email notifications?

  • #2
    Good day @wtben

    The reason for not posting data to your Salesforce instance is because you have NOT enabled the "Enable post to Salesforce" under 3rd Party Integration >> Salesforce. Please see:

    Click image for larger version

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    Please enable it so that moving forward all of your transactions will get post your instance.

    The notification email list can be managed under Receipt Settings as shown below:

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    Regarding the autofill, I have forwarded it to our team to review the case.
    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

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    • #3
      I just went to enable post to Salesforce and found it already enabled. You instructed me to check the box. Did you end up doing it for me?

      Comment


      • #4
        Ah, Yes! we did and moving forward all of your donations will post to salesforce automatically.
        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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