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  • Attendee Opportunity

    After installing the new version of the Event Management - the attendees that did not "Register" or pay - are not getting an opportunity created. They use to, and I use it for further processing. Is there something that needs to be changed to get the opportunities back?

  • #2
    Good day!

    Nothing has changed- is your account connected?

    Please go to the portal (https://portal.clickandpledge.com) and re-establish connection. You may have lost connection.

    Once connection has been established you can post the data back to Salesforce. We can review it for you but we do not have access.

    Please grant us login access and we can review it for you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    Comment


    • #3
      The opportunities for the attendees that paid are coming across find, so I think I am connected.

      I have given click&pledge 3 day access.

      Please see Zac David as an example of no opportunity for an attendee coming through.


      I have noticed another problem - the opportunities coming through now do not have the payment or amounts. please see Carolina Ashe, or
      Micheal Dernetz

      Comment


      • #4
        Good day!

        May I ask what is the Salesforce Organization ID?

        Your profile shows account name as: Savannah Riverkeeper and in Salesforce we see the Organization ID as: 00D1a000000YOK6 but we do not have access to this account - no login access.

        Please confirm.

        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


        • #5
          I have set access. sorry must of not hit Save this morn

          Comment


          • #6
            Good day!

            Somehow we cannot find Zac in the list.

            Would you please post the Order Number so we can review the transaction.
            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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            • #7
              Zac David is his name. He attended the "SRK Big Float" event in Event Management. The Event is over - so go to All Events, Go to the Registrations (click 2 times to get to lists) - go to Attendees - go to the last attendee. That is Zac David.

              The Order Number is: 1508281945290091008 C&P Data: Transaction-0686

              Jason Tuckett is the Registrant Name under Jason the Opportunity is: "MemberJason Tuckett2015/08/28" - here we do not have the amount of the transaction nor the payment recorded.

              Jason paid for Zac David: with the same order number C&P Data:
              Transaction-0686

              Jason also Paid for
              Gloria Escalante who has the same problem as Zac - no opportunity created.





              If you go into Salesforce you can see that Zac David

              Comment


              • #8
                Good day!

                We reviewed your setting and noticed that you have set up Opportunity > Products.

                Click image for larger version

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                In the presence of that setting only ONE opportunity will be set up for the entire transaction and each item will be set up as a product. The Opportunity name will be set up as the Order Number & all items will be products under that single opportunity.

                With this setting if you have 5 items in the basket / registration you will see only one opportunity and 5 products under that opportunity. Opportunity > Product is a special Salesforce feature using products in the Salesforce environment.

                Any reason why you are using Opportunity > Products? Most organizations do not use this feature of Salesforce.

                I hope that answers your question.
                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


                • #9
                  Why were the attendee's getting opportunities before the update - if this was the process before the update? I have had the product feature clicked for months. When setting up the system - I set up the product feature (which is a lot of extra work if not needed) because I did not have information that it would cause the system to only have one opportunity. Is there an area that gives the pros and cons of turing on this feature? What will happen if I turn it off? What will the levels look like in Salesforce?

                  MAJOR PROBLEM: Why aren't the payments coming through on the one opportunity that is created? It has a blank amount and no payment - but in the C&P transaction for Jason above - the amount charged and paid was $93. Why isn't it coming over to Salesforce?

                  Comment


                  • #10
                    Good day!

                    Someone has changed the setting. Our update does not change the setting - that would be disaster and would have major consequences for all clients.

                    All is in Salesforce but you are set for Opportunity > Products. If you are not using Products please uncheck that box.

                    Opportunity > Products is a feature of Salesforce and is designed for clients using Products & Price Sheets. If you are not familiar with products then you don't need to worry about it. It is a major feature that has major consequences as you are observing.

                    Are you using Products in Salesforce? You may want to read Salesforce documents: https://help.salesforce.com/apex/HTV...oducts_add.htm

                    Let us know if we can be of more assistance.
                    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


                    • #11
                      Thank you, that is the same answer from before - ok I get the product feature but I still need an answer about payments and amounts not coming over to Salesforce - or do I need to open a new question area?:

                      MAJOR PROBLEM: Why aren't the payments coming through on the one opportunity that is created? It has a blank amount and no payment - but in the C&P transaction for Jason above - the amount charged and paid was $93. Why isn't it coming over to Salesforce?


                      Comment


                      • #12
                        Good day!

                        Payments are a setting of the NPSP. NPSP creates the payment for each opportunity.

                        You may want to discuss this on the Salesforce HUB as to why NPSP is not creating the Payments. I wonder if NPSP blocks Opportunity > Products.

                        Payments is outside the scope of what the C&P app does. We simply create the opportunity based on the preferences in the settings and NPSP will do its work per its setting. We do not interfere with NPSP's actions.

                        Hope that answers your question.
                        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


                        • #13
                          No because the amounts and payments were coming over before updating.

                          I do not know what has changed - but I have been spending days trying to figure out what is different between the before and after update - and seem to be getting a dead end here. Is there someone I can talk to - since my whole system is blowing up and I can not seem to get this to work anymore.

                          Mary

                          Comment


                          • #14
                            Good day!

                            You may join our office hours daily from 3 - 4 p.m. or contact our paid premium support.

                            Our free support includes forum and open office hours as well as email.

                            That being said please note that at office hours I will discuss and show you the same thing. We have reviewed your platform completely. You are using Opportunity > Product and nothing has changed with the platform.

                            Let us know if we can be of any further assistance.
                            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


                            • #15
                              Good day!

                              Please see below:

                              Click image for larger version

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                              If an opportunity is an Opportunity > Product the opportunity name will be a number (order number). Please see the above listing of all your opportunities.

                              Please see order #: 150803195624377

                              Click image for larger version

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                              I am just trying to resolve your issue but all evidence points to the options selected.

                              We will post the question to the HUB to see if others can shed some light on how NPSP behaves with products.

                              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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