Announcement

Collapse

Information Needed

See more
See less

Transaction posting to Salesforce, but not Donations

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Transaction posting to Salesforce, but not Donations

    Hi, we've successfully processed our first two transactions, however, they are not showing up in the C&P Donations tab in Salesforce. They do show up in the C&P Transactions tab. Please help.

  • #2
    Good day Neely,

    What do you mean by Donations? Are you referring to Opportunities?

    - Typically when people say "donations" it means they are using the NonProfit Starter Pack? are you using NPSP?
    - What version of the application are you using? (see latest version)
    - Please check the C&P Data and see if there is an error in the message area of the posted transaction.

    Looking forward to hearing back from you.
    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
      Hi,

      Yes, we have the NPSP, which uses 'Donations' versus 'Opportunites'.

      There are no error messages in the C&P Data tab. I have the following drop down options in the C&P Data tab and none had error messages: All, All 2, and Order View. All the transaction StatusIDs are 1.

      We have C&P PaaS version 4.17

      Thanks!
      Neely

      Comment


      • #4
        Neely,

        It is hard to diagnose the problem through the forum.

        Please upgrade to the latest version and contact support for an online meeting. Please let us know when is a good time to call you.
        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
          Hi, I just did the upgrade to C&P version 4.21. The best time to call me is weekdays between 4PM - 8PM EST. I hope that fits within your work hours. If not, let me know and I'll try to take the call during my lunch break. Thanks.

          Comment


          • #6
            We did the update of C&P to ver. 4.21 and our latest transaction did show up in the donations/opportunities tab. Great! We'll be sure to stay on top of upgrading.

            Thank you!
            Neely

            Comment


            • #7
              Great.

              Please let us know if we can be of any further assistance.
              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

              Working...
              X