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Auto-create Contact Roles for Opportunity

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  • Auto-create Contact Roles for Opportunity

    I deliberatly created a PaaS transaction (through a checkout page) using a different email address from the one I knew was in the salesforce contact record (first and last names are the same).

    C&P created a new contact/account - as I would expect (since email address doesn't match), but when it created the contact roles for the opportunity related to this transaction, it created two - one for the OLD (not the same email address used in the transaction) - marked as Primary/Donor and one for the new contact (w/new email).

    What's going on here? Is it because first/last names are the same? How is this supposed to work?

  • #2
    Calista,

    We need to review and get back to you.

    I will keep you posted.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Any updates on this?

      thanks,
      Calista

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      • #4
        Calista,

        We can't duplicate this with version 4.13. What is the version you are running?

        Also are you using NPSP?
        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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