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No Contact associated when Event Registered Attendee is Created

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  • No Contact associated when Event Registered Attendee is Created

    I just started experiencing an issue when individuals register for an event that a Contact is not being associated with the registered attendee. The Registrant is populated as well as the registered attendee name but there is no associated Contact. I upgraded about 2 weeks ago to the latest event management app so I am not sure if this has something to do with it.

    Thanks

  • #2
    Good day!

    Your attendees are in the Temporary Contact for Event. Please follow the post installation and instructions to get a better idea what is going on.
    In this version if an attendee is not already in the system as a Contact it will be placed in the temporary contact for review.
    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/
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    Comment


    • #3
      In each of these instances an attendee had a contact already created however the individual was not associated with it.

      Comment


      • #4
        The only way this can happen is if something about the contact does not match the matching criteria set in the C&P Contact.

        For example if in the C&P Setting you have: First name, Last name, and Email and if the new contact has one of these different when registered. If the entered values are different then depending your setting (fully automatic, semi-automatic, or manual) the attendees will be associated or not associated with the contact.

        Please review your settings.
        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


        • #5
          Attached is a screen shot of the setting. I have the contact creation set to fully automatic.

          Comment


          • #6
            Even after testing to see if it the contact is showing up in Temporary Contact I get the following:

            Comment


            • #7
              Good day!

              Attendees do NOT show in the C&P Temporary Contact- they show in "Manage Temporary Contacts for This Level"

              Have you followed the post installation steps? http://manual.clickandpledge.com/Sal...fications.html

              see below:

              Click image for larger version

Name:	Manage_Temporary_Contacts.jpg
Views:	1
Size:	56.6 KB
ID:	15125


              The following page is what the Temporary Contact for Event looks like. Your post did not have an image so I don't know if your screen looks like the following:
              Click image for larger version

Name:	Temporary_Event_Attendees.jpg
Views:	1
Size:	104.0 KB
ID:	15126

              Please review the above and let us know if this matches your setting.
              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


              • #8
                Thank you very much for your continue help!
                I am not sure why my picture didn't post but yes this is what my configuration looks like but there are no temporary contacts showing up even when I select manage Temporary contacts for this level under Event Registered Attendees.

                Again, thank you for your assistance. I appreciate it.

                Comment


                • #9
                  Good day!

                  We need to check your installation. Please create the following user and let us know when it is done so we can login and check your setting.

                  UserID: <Your Domain>@CnPCheck.org
                  Email: [email protected]

                  Once we have the info we will set the password and review your account.

                  There is also an update to 1.98 today (1.99) based on an issue discovered yesterday which is not related to your case. Please upgrade to the latest release.

                  Looking forward to hearing back from you.
                  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


                  • #10
                    Will do on the upgrade. Your account has been created.

                    Thank you very much!

                    Comment


                    • #11
                      Good day.

                      Is this the user you created? [email protected]

                      Your forum profile has a different org domain so that is a bit confusing. I want to make sure we are looking at the right account.
                      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


                      • #12
                        Yes this is the one that I created.

                        Thank you!

                        Comment


                        • #13
                          Good day!

                          we will go ahead and create a few events to test. Hope you don't mind.
                          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


                          • #14
                            By all means!

                            Thank you.

                            Comment


                            • #15
                              Good day!

                              We reviewed your account and found out that your UserID & Password in the C&P Profile > 3rd Party Integration > Salesforce is incorrect and the connection fails.

                              Transactions are not being posted to your Salesforce due to incorrect token or password. Please make sure to keep the connection up-to-date or set up a user with a password that does not expire. When our system cannot connect to Salesforce nothing will post to Salesforce and all bets are off.

                              The following is the message we get from Salesforce when we test your connection setting:

                              INVALID_LOGIN: Invalid username, password, security token; or user locked out.

                              Please review your setting and test it again. Let us know if you are still having a problem.
                              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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