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  • #16
    Thanks for the thorough explanation Amanda. However, as I explained before, I would not be able to identify if there's an issue like this one. I just so happened to notice there are 2 donations, and I saw that they had the same order number which is a red flag. If I didn't notice there are 2 donations, this issue would not have been discovered.

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    • #17
      mjokiman
      Senior Member
      mjokiman,

      If you like, I can edit the page layout on the donation so that the Order Number field is read only. Users would not be able to remove the Order Number from the field, so we can know that our app will be able to find any related donation records it might need to if the transaction is reprocessed.


      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

      Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
      Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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      • #18
        You can go ahead and mark the Order number field as read only. Although as of now, I'm the only one who goes through the temp contacts and manage all C&P transactions. No other user would edit C&P transactions, especially removing the order number.

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        • #19
          mjokiman
          Senior Member
          mjokiman

          I've done that for you.
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

          Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
          Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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