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Salesforce Organization, Contacts Creation Error | Need 4.0 Update

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  • Salesforce Organization, Contacts Creation Error | Need 4.0 Update

    Hello there Click and Pledge,

    here is our problem:

    When a new donor that is not in our Salesforce database donates to us online:
    https://www.womenoftheharvest.com/donate/

    1) It only creates an "organization record" of that new donor but not "contact record" with C&P Transactions.
    2) Sometimes it does not create any "organization record" or "contact record".

    Here is an image sample of our C&P Transaction record in our salesforce:





    When this occurs, our accountant manually have to create a "contact record" of Andrea (from sample).
    Then there is another problem—The C&P Transactions does not link with that particular contact.


    Here are image samples of our C&P Transaction record in our salesforce:







    Here is our Click and Pledge Setting (Note: we use Non-profit Starter Pack, and using 3.7 versioni of Click and Pledge):



    Please help us fix this, only reason why we went with Click and Pledge service is because we did not want double entry with our online donations to salesforce.

    Also, I requested 4.0 upgrade and gave your developer our security code on February 3rd, 2012. It's February 24th, 2012 and we still haven't heard anything from your support.

    Please help us in fixing this problem ASAP.

    Thanks,
    Attached Files
    Last edited by woth; 02-24-2012, 12:47 PM.

  • #2
    Good day!

    Your account is due for upgrade this Monday (February 27, 2012). Sorry for the delay but we have been converting a lot of accounts and your account was a bit down the queue.

    On Monday we can test your account with the new upgrade and see if the issue you are experiencing still exists.
    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
      Good day!

      We tried to update your installation over the weekend but could not login to the account. Support will contact you today to ensure the login still works.
      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

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