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Is C&P right for me?

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  • Is C&P right for me?

    I have for many years been a summer resident of a little island in Maine which has two 501( c)(3)s for which I have been essentially the IT guy.. I built their websites, implemented Salesforce instances to record and track donations, etc., generate household mailings, etc.

    I am trying now to make things usable by anyone without professional training; to that end I’m switching from hand-built websites to those that are created with Wordpress. I have used batch data entry to update SF but as people become more willing to make donations on-line, I have realized that the ability to link the donation (USUALLY a membership renewal, NOT usually a new membership altogether) to SF without my having to manually make the entry would make my job (and that of anyone succeeding me) easier.

    So I looked at C&P. Had no problem following the directions to set it up in either of the SF instances. And then I had a problem. I realized I didn’t understand some fundamental things. SO hence my questions:

    a) C&P REPLACES the standard Opportunity, right? Is there any way to import into it the entries made over the past five years? Or should I start anew this year with C&P, and produce reports for the past few years the traditional way but regard it as history. If I do NOT, will C&P “find” the existing contacts and accounts?

    b) About half of the donations are from people with no email address and their payments will be made by mailed check. I started entering the data on them using the imbedded Virtual Terminal in a contact’s record. There is a “Payment For” and a blank to fill in. Is there any way to make this a checklist, “donation” or “membership” - the options available in the Easy form that the donors will go to? How do I do this? I know how to modify objects in SF, but I can’t FIND the c&p objects. I know how to modify page layouts but where are they?

  • #2
    Good day!

    I hope the following answers helps you with understanding the process. Please note that the C&P application may be set up and be fully operational with default values in less than 5 minutes. We have a lot of customizations that you may take advantage of.

    a) C&P REPLACES the standard Opportunity, right? Is there any way to import into it the entries made over the past five years? Or should I start anew this year with C&P, and produce reports for the past few years the traditional way but regard it as history. If I do NOT, will C&P “find” the existing contacts and accounts?

    REPLY: NO we don't replace the standard opportunity, we use the standard opportunity. Every item or donation will be posted as Opportunity (ies). The import may be done using our Data Importer in version 7 which is due out on February 18, 2013.

    b) About half of the donations are from people with no email address and their payments will be made by mailed check. I started entering the data on them using the imbedded Virtual Terminal in a contact’s record. There is a “Payment For” and a blank to fill in. Is there any way to make this a checklist, “donation” or “membership” - the options available in the Easy form that the donors will go to? How do I do this? I know how to modify objects in SF, but I can’t FIND the c&p objects. I know how to modify page layouts but where are they?

    REPLY: The payment form is a lookup field. It looks up previous opportunities and will display them. The autocomplete feature is part of release 6. What version are you? & you should not be using the embedded virtual terminal for anything- that feature was designed for programmers to use inside their own programs as a native payment form. You should use the Virtual Terminal tab for what you are trying to do.

    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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    • #3
      I am using v. 6.9, installed last week.. I put the embedded virtual terminal there because that was in the instructions to do.

      Okay. I still have to work some things out but I think I now understand. thanks

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