Box office entry did not add opportunity

[[email protected]]

We used Box Office to add a ticket buyer to our event who paid by check , but it did not add an opportunity to his SF record. Is there a way for that to happen or is there a better way we should add people who pay by check?

[CnP.Support]

Good day!

It must do it .. that is how it should work.

Are you sure it is not in the temp?

[[email protected]]

Nope, not in temp. Is there some setting we forgot to do when we made our event maybe?

[CnP.Support]

Good day!

Please grant us login access so we can review your event. Also we have a new release and we can upgrade you to the latest release.

Note- behavior is not dependent on the method of payment. All registrations, etc. should work the same regardless of the payment method.

[[email protected]]

I have granted you login. Our org id is 00DA0000000Zunn, JoyRide Center, Inc. And now we have been informed of another problem. Some are having problems buying tickets to the 2015 Jamboree event from our C&P event page that is on our website. When they access it from their iPad, and click on "add" it sends an error message about "authorization required". Maybe the upgrade will solve that?

[CnP.Support]

Good day!

The issue you are having is related to post-installation and permission settings which are not set per our requirements.

We will login, review and upgrade you while reviewing your instance.

Please allow 24 hours for our process.

[CnP.Support]

Good day!

As requested we upgraded your instance to all the latest releases, reviewed the post installation, and resolved a number of issues with permissions which were incomplete.

Please review & let us know if we can be of any further assistance.

[[email protected]]

Just tried a test ticket purchase in Box Office, and still not showing up in that contact's opportunities, nor did it send a receipt to the purchaser. Ideas??

[CnP.Support]

Good day!

Your emails are not active.




You need to make the emails active.

Please try that and let us know.

[[email protected]]

Still not showing up in Opportunities. And if someone sends in a check to buy a ticket, we don't have that choice of payment types in Box Office. Just echeck, invoice or CC. So I used invoice, but that sends something called "invoice" to the purchaser and doesn't really show that they have paid. We want to just send one receipt with a thank you message on it showing what they bought. That is how it works with every other donation in C&P. Getting frustrated here!

[CnP.Support]

Good day!

Please see the payment options that you have for the event and the default settings. Each event has its own payment method and the default settings set the default values for the Box Office.

Videos for the event are at: http://forums.clickandpledge.com/art...-management-aa

I suggest you join the office hours so we should you how the platform works.