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  • Contact record type being changed

    Hello,

    I'm finding that when existing contacts donate through Click & Pledge, their contact record type gets changed to the default record type for my profile (I am the sys admin connected to the C&P integration) and it is causing issues. There is no contact record type defined in C&P Settings.

  • #2
    Good day @Regina Hodge

    Would you please grant us login access to your Salesforce instance and share the order number 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/
    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


    • #3
      Granted access. The order number is 28833-2005141718237110224. The record type change can be seen in 0033700000brS7rAAE's contact history at 5/4/2020 3:34 PM.

      Comment


      • #4
        Is it ok for you if we repost the above order number by keeping autoresponder=OFF? Also, please let us know which record type you are expecting to assign?
        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
          Yes, it's fine to repost that order number. I would like the contact record type to stay as it is now (MRNY Staff).

          Comment


          • #6
            Ah, we just reviewed and found this:

            Click image for larger version

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            Because of the above settings, the contact record type is getting changed to "Non-Program".



            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
              Thank you, I removed the setting.

              Comment

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