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  • C&P Temporary Contacts Insufficient Privileges

    Hello,

    I have a user who is getting these 2 errors when trying to resolve Temporary Contacts:

    Insufficient privileges - CREATE: Opportunity.TotalOpportunityQuantity
    Insufficient privileges - UPDATE: Opportunity.TotalOpportunityQuantity

    I saw this thread: https://forums.clickandpledge.com/fo...ent-privileges of someone with a similar issue but the explanation only covered the Campaigns part, not the Opportunity issue. This user has "All Permissions" Permission Sets for C&P as well as the two "TemporaryContacts" Permission Sets. My org ID is 00D3t000001Mz7S an I have granted login access but I would prefer to make the change myself so I know what is required. The user is ID: 0053t000006k5tVAAQ

    Thank you!

  • #2
    Good day @SG Admin

    For users to process Temporary Contacts, you will need to review the field level settings for these standard Opportunity fields:
    • Account Name
    • Amount
    • Lead Source
    • Primary Campaign Source
    • Quantity

    To do this:
    1. click the Setup gear icon
    2. click Object Manager tab
    3. type Opportunity in the Quick Find. (in some instances, it may be Donations instead)
    4. Click Opportunity
    5. Click Fields & Relationships
    6. Type the specific field (one of the ones listed above) in the Quick Find box
    7. Click the chosen field
    8. Click the button to "Set Field Level Security"
    Make sure the Field Level Security is set to visible for all profiles that may need to process Temporary Contacts.

    Repeat for all the fields listed above.

    Click image for larger version

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    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      Thank you that solved it!

      Comment

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