Salesforce Donor Management

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Closed, Sticky: Donor Management (PaaS) Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 12:38 PM	0 responses 2,611 views 0 likes	Last Post by CnP.Support 01-09-2017, 12:38 PM
Closed, Sticky: Known Issues & Bugs by CnP.Support Started by CnP.Support, 02-16-2014, 03:34 PM	0 responses 627 views 0 likes	Last Post by CnP.Support 02-16-2014, 03:34 PM
Deleted C&P Account by SouthernWord Started by SouthernWord, 06-13-2019, 03:12 PM	0 responses 29 views 0 likes	Last Post by SouthernWord 06-13-2019, 03:12 PM
Transaction not posting to Salesforce by srltsupport Started by srltsupport, 06-12-2019, 09:59 AM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 06-13-2019, 03:50 AM
Payment form not posting to Salesforce by CradlestoCrayonsAdmin Started by CradlestoCrayonsAdmin, 06-10-2019, 09:23 AM	3 responses 43 views 0 likes	Last Post by CnP.Support.AM 06-11-2019, 01:04 AM
ECheck Posting Issue by [email protected] Started by [email protected], 12-11-2017, 02:21 PM	6 responses 136 views 0 likes	Last Post by jhume 06-10-2019, 10:07 AM
Delete temporary contacts in Salesforce by Guest Started by Guest, 11-05-2018, 02:53 PM	21 responses 168 views 0 likes	Last Post by CnP.Support.AM 05-30-2019, 01:51 AM
URGENT: C&P not processing cards and cannot access connect by Kofo Started by Kofo, 05-29-2019, 12:29 PM	2 responses 31 views 0 likes	Last Post by CnP.Support.AM 05-30-2019, 01:44 AM
Update recurring card exp date only and not the full card number? by [email protected] Started by [email protected], 05-28-2019, 01:08 PM	1 response 57 views 0 likes	Last Post by CnP.Support.AM 05-29-2019, 02:21 AM
Transaction authorized and Posted to Salesforce but not in Salesforce by [email protected] Started by [email protected], 05-07-2019, 10:03 AM	25 responses 157 views 0 likes	Last Post by [email protected] 05-24-2019, 12:58 PM
Test transactions always decline by [email protected] Started by [email protected], 05-22-2019, 02:25 PM	6 responses 98 views 0 likes	Last Post by [email protected] 05-23-2019, 11:02 AM
C & P Temporary Contacts in Salesforce by Guest Started by Guest, 05-10-2019, 07:54 AM	16 responses 221 views 0 likes	Last Post by jhume 05-22-2019, 03:07 PM
Two Digit State Validation Rule for Donation Form by donhemrickjr Started by donhemrickjr, 05-22-2019, 03:01 PM	0 responses 45 views 0 likes	Last Post by donhemrickjr 05-22-2019, 03:01 PM
Moved to Propay but still being charged by Transfirst/Merchant Services by Kofo Started by Kofo, 05-21-2019, 01:55 PM	1 response 86 views 0 likes	Last Post by CnP.Support.AM 05-22-2019, 03:36 AM
Declined transaction not posted by mjokiman Started by mjokiman, 05-16-2019, 10:09 AM	3 responses 27 views 0 likes	Last Post by CnP.Support.AM 05-22-2019, 02:49 AM
Autoresponder BCC by wtben Started by wtben, 05-14-2019, 08:33 PM	9 responses 70 views 0 likes	Last Post by wtben 05-20-2019, 12:22 PM
ProPay Account / Portal Access by [email protected] Started by [email protected], 05-13-2019, 02:34 PM	2 responses 117 views 0 likes	Last Post by [email protected] 05-20-2019, 11:01 AM
Update Monthly Donation Amount by [email protected] Started by [email protected], 05-16-2019, 06:34 PM	2 responses 55 views 0 likes	Last Post by [email protected] 05-20-2019, 09:18 AM
Sandbox Account not Working by Unportant Started by Unportant, 05-10-2019, 03:16 PM	5 responses 54 views 0 likes	Last Post by Unportant 05-17-2019, 11:45 AM
Donations not being mapped to correct Campaign by lsoulet Started by lsoulet, 05-08-2019, 07:07 PM	10 responses 80 views 0 likes	Last Post by CnP.LiveSupport.AB 05-17-2019, 10:27 AM
Additional fees opportunities have no campaign. by CRobi24 Started by CRobi24, 05-14-2019, 12:47 PM	1 response 55 views 0 likes	Last Post by CnP.Support.AM 05-15-2019, 07:51 AM
Donation Processed Wrong Amount and Now Won't Issue Credit by [email protected] Started by [email protected], 05-10-2019, 10:41 AM	4 responses 42 views 0 likes	Last Post by CnP.Support.AM 05-14-2019, 08:07 AM
Donation Rolled into Incorrect Contact of Two Contacts with Same Name by JanetHandy Started by JanetHandy, 05-13-2019, 03:45 PM	1 response 34 views 0 likes	Last Post by CnP.Support.AM 05-14-2019, 02:21 AM
Tie a C&P web payment to an existing Recurring Donation by marcellusw101 Started by marcellusw101, 05-13-2019, 01:44 PM	1 response 30 views 0 likes	Last Post by CnP.Support.AM 05-14-2019, 01:49 AM
Reconcile Donations and Deposits by [email protected] Started by [email protected], 05-13-2019, 11:18 AM	1 response 72 views 0 likes	Last Post by CnP.Support.AM 05-14-2019, 01:29 AM
Incomplete mailing address in Salesforce by Guest Started by Guest, 05-10-2019, 06:39 AM	1 response 29 views 0 likes	Last Post by CnP.Support.AM 05-10-2019, 06:50 AM
Deposits & Settlement Reports by [email protected] Started by [email protected], 05-09-2019, 07:25 AM	1 response 74 views 0 likes	Last Post by CnP.Support.AM 05-09-2019, 07:38 AM
Custom Question Update to Connect and SF Virtual Terminal by [email protected] Started by [email protected], 05-06-2019, 10:50 PM	4 responses 108 views 0 likes	Last Post by [email protected] 05-08-2019, 06:45 PM
Salesforce Campaigns not showing on Transaction or Opportunity Records by [email protected] Started by [email protected], 04-12-2019, 08:33 PM	10 responses 154 views 0 likes	Last Post by [email protected] 05-01-2019, 02:23 PM
Issue with the NPSP address verification and C&P Temporary Contact Apex Jobs by donhemrickjr Started by donhemrickjr, 04-25-2019, 11:24 AM	5 responses 165 views 0 likes	Last Post by CnP.LiveSupport.AB 04-30-2019, 10:00 AM
Process Virtual Terminal Transaction with Account only (not contact)? by [email protected] Started by [email protected], 04-26-2019, 02:33 PM	1 response 30 views 0 likes	Last Post by CnP.Support.AM 04-30-2019, 02:49 AM
Virtual Terminal Troubleshooting by [email protected] Started by [email protected], 04-18-2019, 12:03 PM	7 responses 73 views 0 likes	Last Post by CnP.Support.AM 04-30-2019, 02:36 AM
Additional SKU being added when transactions coming into Salesforce by jasonleming Started by jasonleming, 04-18-2019, 07:24 AM	1 response 31 views 0 likes	Last Post by CnP.Support.AM 04-18-2019, 07:44 AM
Opportunities Split by Brenon Severe Started by Brenon Severe, 04-16-2019, 07:39 PM	1 response 36 views 0 likes	Last Post by CnP.Support.AM 04-17-2019, 02:51 AM
Salesforce Campaigns are incorrect since the upgrade by mjokiman Started by mjokiman, 02-21-2019, 11:59 AM	15 responses 139 views 0 likes	Last Post by mjokiman 04-15-2019, 01:01 PM
Virtual Terminal Existing Patron Lookup by HOPEnoelia Started by HOPEnoelia, 04-12-2019, 11:14 AM	1 response 30 views 0 likes	Last Post by CnP.Support.AM 04-15-2019, 03:07 AM
SKU Transaction Quantity by donhemrickjr Started by donhemrickjr, 04-09-2019, 02:52 PM	2 responses 56 views 0 likes	Last Post by donhemrickjr 04-10-2019, 02:07 PM
Transactions not posting to accounts in salesforce by jasonleming Started by jasonleming, 04-09-2019, 03:46 PM	5 responses 53 views 0 likes	Last Post by CnP.Support.AM 04-10-2019, 07:38 AM
Uploaded Transactions Not Showing Donor Names by karenmichael Started by karenmichael, 04-08-2019, 09:56 AM	1 response 21 views 0 likes	Last Post by CnP.Support.AM 04-09-2019, 03:20 AM
Cancellation of Recurring Donations by karenmichael Started by karenmichael, 04-06-2019, 08:49 PM	1 response 33 views 0 likes	Last Post by CnP.Support.AM 04-08-2019, 01:45 AM
Declined transaction posting into Salesforce as closed/won by jkwok Started by jkwok, 03-29-2019, 07:05 PM	3 responses 49 views 0 likes	Last Post by jkwok 04-02-2019, 12:46 PM
Transactions are not posted to Salesforce by khalid Started by khalid, 03-26-2019, 11:45 AM	1 response 32 views 0 likes	Last Post by CnP.Support.AM 03-27-2019, 06:04 AM
Declined credit card in Salesforce but doesn't show in Transfirst by mjokiman Started by mjokiman, 03-25-2019, 04:24 PM	1 response 26 views 0 likes	Last Post by CnP.Support.AM 03-27-2019, 01:41 AM
Reporting for financial reconciliation by OneTenthConsulting Started by OneTenthConsulting, 03-20-2019, 12:34 PM	1 response 36 views 0 likes	Last Post by CnP.Support.AM 03-26-2019, 04:16 AM
Primary Contact, But No Account Contact by Ryan Hollett Started by Ryan Hollett, 03-06-2019, 02:36 PM	11 responses 220 views 0 likes	Last Post by CnP.Support.AM 03-25-2019, 05:38 AM
Opp Record Type Assignment: SKU Option missing? by FunkyColdMedina Started by FunkyColdMedina, 03-20-2019, 08:52 PM	1 response 38 views 0 likes	Last Post by CnP.Support.AM 03-25-2019, 04:04 AM
Donation Amount not posting right on Salesforce by elanrani Started by elanrani, 03-21-2019, 12:46 PM	1 response 34 views 0 likes	Last Post by elanrani 03-22-2019, 03:50 AM
CC transaction shows declined but Transfirst shows Received by mjokiman Started by mjokiman, 03-11-2019, 12:01 PM	5 responses 48 views 0 likes	Last Post by CnP.Support.AM 03-20-2019, 07:21 AM
Match contacts on custom field by stevebackman Started by stevebackman, 03-16-2019, 07:14 PM	1 response 28 views 0 likes	Last Post by CnP.Support.AM 03-18-2019, 03:20 AM
Temporary Contact question by [email protected] Started by [email protected], 03-12-2019, 06:53 PM	4 responses 51 views 0 likes	Last Post by [email protected] 03-15-2019, 12:33 PM
Contact Sync and Temporary Contact Processing by jcastillo Started by jcastillo, 03-08-2019, 12:39 PM	3 responses 112 views 0 likes	Last Post by CnP.Support.AM 03-12-2019, 01:17 AM
Can I show if a Contact has active Recurrings on the Contact record? by jackdunn Started by jackdunn, 03-07-2019, 04:13 PM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 03-08-2019, 12:43 AM

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