Salesforce Donor Management

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Closed, Sticky: Donor Management Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 12:38 PM	0 responses 1,857 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 574 views 0 likes	Last Post by CnP.Support 02-16-2014, 03:34 PM
Creating tasks based on recurring credit card expiration by kkosak Started by kkosak, 06-19-2017, 03:59 PM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 06-22-2017, 05:37 AM
All recurrings getting "out of sync" by seedsysdev Started by seedsysdev, 06-15-2017, 11:49 AM	4 responses 61 views 0 likes	Last Post by seedsysdev 06-20-2017, 12:12 PM
Receiving email notices for other organizations' donations by Caren Mulford Started by Caren Mulford, 06-19-2017, 02:02 PM	3 responses 50 views 0 likes	Last Post by Caren Mulford 06-20-2017, 11:21 AM
Payment Type string too long error by cnpuser Started by cnpuser, 06-15-2017, 01:16 PM	6 responses 129 views 0 likes	Last Post by cnpuser 06-19-2017, 12:20 PM
Other field radio button for payment form duplicates as item name in receipt by Marger Started by Marger, 06-15-2017, 07:38 PM	3 responses 47 views 0 likes	Last Post by CnP.Support.AM 06-19-2017, 01:46 AM
MailChimp Integration data in C&P by [email protected] Started by [email protected], 06-12-2017, 04:29 PM	6 responses 117 views 0 likes	Last Post by [email protected].com 06-16-2017, 11:05 AM
Temporary Contacts Mailing State Error by DNewland Started by DNewland, 06-07-2017, 02:49 PM	8 responses 148 views 0 likes	Last Post by CnP.LiveSupport.AB 06-16-2017, 08:37 AM
Additional Fee from Connect coming in as 2 opportunies by kmorgan Started by kmorgan, 06-14-2017, 02:44 PM	1 response 36 views 0 likes	Last Post by CnP.Support 06-15-2017, 07:52 AM
Connecting C&P to Membership Records by rickytherhino Started by rickytherhino, 06-14-2017, 01:57 PM	2 responses 45 views 0 likes	Last Post by CnP.Support.AM 06-15-2017, 05:05 AM
Change the account on a transaction by seedsysdev Started by seedsysdev, 06-08-2017, 12:18 PM	5 responses 59 views 0 likes	Last Post by CnP.Support.AM 06-15-2017, 02:18 AM
C&P Refunds removing Primary Campaign Source from related Opportunity by mlregal Started by mlregal, 06-08-2017, 09:02 AM	1 response 24 views 1 like	Last Post by CnP.Support.AM 06-12-2017, 02:00 AM
Direct Debit transactions in Canada by seedsysdev Started by seedsysdev, 06-06-2017, 02:21 PM	9 responses 62 views 0 likes	Last Post by seedsysdev 06-09-2017, 09:31 AM
C&P Temporary Contacts not available in Salesforce1 app by CarolLanger Started by CarolLanger, 06-07-2017, 02:55 PM	1 response 31 views 0 likes	Last Post by CnP.Support.AM 06-08-2017, 04:57 AM
Temporary Contacts Mailing State Error by DNewland Started by DNewland, 06-07-2017, 02:43 PM	0 responses 22 views 0 likes	Last Post by DNewland 06-07-2017, 02:43 PM
Recurring Gifts and New Credit Card Information by Erin McLean-Purdon Started by Erin McLean-Purdon, 06-05-2017, 02:53 PM	13 responses 163 views 0 likes	Last Post by CnP.Support 06-06-2017, 02:56 PM
ACH Transaction Returned but in NPSP = Received by mjokiman Started by mjokiman, 05-30-2017, 04:31 PM	2 responses 39 views 0 likes	Last Post by CnP.Support 06-05-2017, 03:07 PM
Temporary Contacts by AlexSH Started by AlexSH, 05-24-2017, 12:52 PM	10 responses 78 views 0 likes	Last Post by tab85 06-05-2017, 09:02 AM
Salesforce Data Storage Strategy by dstephens Started by dstephens, 06-02-2017, 07:49 AM	1 response 31 views 0 likes	Last Post by CnP.Support.AM 06-05-2017, 04:31 AM
Using the Virtual Terminal and applying a payment to an current Opportunity by [email protected] Started by [email protected], 06-02-2017, 11:15 AM	1 response 41 views 0 likes	Last Post by CnP.Support.AM 06-05-2017, 02:37 AM
ACH transactions rejected in TransFirst by mjokiman Started by mjokiman, 05-17-2017, 01:06 PM	9 responses 129 views 0 likes	Last Post by mjokiman 05-30-2017, 03:49 PM
Donor registration and login by rcaustria Started by rcaustria, 05-24-2017, 10:59 AM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 05-26-2017, 04:33 AM
Error in "Custom Mapping" by unionsettlement Started by unionsettlement, 05-23-2017, 09:49 AM	1 response 43 views 0 likes	Last Post by CnP.Support.AM 05-23-2017, 10:11 AM
Autoresponders not sending after My Domain enabled by Caren Mulford Started by Caren Mulford, 05-16-2017, 10:41 AM	8 responses 110 views 0 likes	Last Post by Caren Mulford 05-23-2017, 07:00 AM
SKU not tracking to correct Opportunity Record Type by BeverlyMIS Started by BeverlyMIS, 05-19-2017, 10:30 AM	0 responses 44 views 0 likes	Last Post by BeverlyMIS 05-19-2017, 10:30 AM
Mapping Field from C&P transaction to Salesforce Opportunity by RMHamdan Started by RMHamdan, 05-18-2017, 04:23 PM	1 response 58 views 0 likes	Last Post by CnP.Support.AM 05-19-2017, 06:09 AM
Credit card transactions declined - do not honor by mjokiman Started by mjokiman, 05-17-2017, 01:19 PM	4 responses 750 views 0 likes	Last Post by mjokiman 05-18-2017, 12:21 PM
I can't see a Salesforce field in Custom Question Map under C&P Settings by [email protected] Started by [email protected], 05-17-2017, 05:55 PM	2 responses 30 views 0 likes	Last Post by [email protected] 05-18-2017, 12:03 PM
correctly mapping checkbox custom question by [email protected] Started by [email protected], 02-16-2015, 08:42 AM	7 responses 384 views 0 likes	Last Post by CnP.Support 05-18-2017, 11:43 AM
Autoresponder email sending repeatedly by snesson Started by snesson, 05-12-2017, 11:54 AM	27 responses 186 views 0 likes	Last Post by CnP.Support 05-18-2017, 11:36 AM
How to edit the C&P Online Record Type Label by atucker294 Started by atucker294, 05-18-2017, 09:37 AM	2 responses 45 views 0 likes	Last Post by atucker294 05-18-2017, 10:13 AM
Refund not in Salesforce - 17514923797438862978 by mjokiman Started by mjokiman, 05-15-2017, 01:19 PM	3 responses 50 views 0 likes	Last Post by CnP.Support.AM 05-17-2017, 05:30 AM
Donor requested email opt out from autoresponder by mjokiman Started by mjokiman, 05-16-2017, 12:26 PM	2 responses 23 views 0 likes	Last Post by mjokiman 05-16-2017, 04:52 PM
C&P Alias by ctugwell Started by ctugwell, 05-12-2017, 05:34 PM	3 responses 51 views 0 likes	Last Post by CnP.Support.AM 05-16-2017, 04:19 AM
SF install by icanaz Started by icanaz, 05-15-2017, 12:46 PM	3 responses 27 views 0 likes	Last Post by CnP.Support.AM 05-16-2017, 03:08 AM
Cannot Connect Click and Pledge to Salesforce by dstephens Started by dstephens, 05-12-2017, 10:28 AM	10 responses 71 views 0 likes	Last Post by CnP.Support 05-15-2017, 04:22 PM
Donations to Separate Bank Accounts by dcs Started by dcs, 03-01-2017, 03:50 PM	3 responses 36 views 0 likes	Last Post by CnP.Support 05-15-2017, 02:49 PM
Auto Creation of Contact and Accounts by gmalik Started by gmalik, 05-08-2017, 01:39 PM	7 responses 52 views 0 likes	Last Post by CnP.Support.AM 05-12-2017, 12:39 AM
Unable to view temporary contacts or create new contact from temporary contacts by kkosak Started by kkosak, 05-08-2017, 12:31 PM	7 responses 127 views 0 likes	Last Post by CnP.Support.AM 05-12-2017, 12:29 AM
Mapping C&P recurring donations to NPSP recurring in Salesforce by kkosak Started by kkosak, 05-10-2017, 04:32 PM	1 response 65 views 0 likes	Last Post by CnP.Support.AM 05-11-2017, 04:08 AM
Additional behavior when matching temporary contacts to existing contacts in SF by [email protected] Started by [email protected], 05-08-2017, 02:03 PM	1 response 38 views 0 likes	Last Post by CnP.Support.AM 05-10-2017, 08:12 AM
All monthly recurring gifts due to run today are declined by Caren Mulford Started by Caren Mulford, 05-02-2017, 07:59 AM	4 responses 51 views 0 likes	Last Post by CnP.Support.AM 05-10-2017, 07:05 AM
auto-responder and temp contacts by Friends of Manual Started by Friends of Manual, 05-09-2017, 10:32 PM	1 response 32 views 0 likes	Last Post by CnP.Support.AM 05-10-2017, 05:40 AM
C&P Event management: complimentary tickets counting as income by [email protected] Started by [email protected], 05-04-2017, 03:53 PM	2 responses 47 views 0 likes	Last Post by [email protected] 05-09-2017, 09:18 AM
Need to create a new contact - error message from Temporary Contact by mjokiman Started by mjokiman, 05-07-2017, 09:26 PM	3 responses 81 views 0 likes	Last Post by CnP.Support.AM 05-08-2017, 09:37 AM
Auto Responder on Recurring Established Date by seedsysdev Started by seedsysdev, 05-03-2017, 02:23 PM	3 responses 40 views 0 likes	Last Post by seedsysdev 05-04-2017, 05:22 PM
Order number not posted to Salesforce by laurenvelardi Started by laurenvelardi, 05-03-2017, 12:09 PM	1 response 26 views 0 likes	Last Post by CnP.Support.AM 05-04-2017, 08:43 AM
Importing existing recurring donors by seedsysdev Started by seedsysdev, 05-02-2017, 10:02 AM	2 responses 69 views 0 likes	Last Post by seedsysdev 05-03-2017, 02:24 PM
Contact Record Type by BeverlyMIS Started by BeverlyMIS, 03-26-2017, 08:46 PM	26 responses 220 views 0 likes	Last Post by BeverlyMIS 05-03-2017, 11:12 AM
Recurring Donation - installments by mmessinger Started by mmessinger, 07-14-2016, 08:18 AM	8 responses 172 views 0 likes	Last Post by CnP.Support.AM 05-02-2017, 08:04 AM
Unable to delete a temporary contact by [email protected] Started by [email protected], 04-28-2017, 08:05 AM	3 responses 29 views 0 likes	Last Post by CnP.Support.AM 05-01-2017, 02:51 AM

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