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Can a Contact be connected automatically to an Account?

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  • Can a Contact be connected automatically to an Account?

    Hello C&P Support,

    I am emailing on behalf of a client who is trying to setup an event for which they want to collect the "Organization Name" of the contact. Is it possible to ensure that the contact record that is created when a person registers, automatically links to the appropriate "Organization"? Currently Contacts are just created as individual contacts and there's no connection to the Organization/Account record.

    Look forward to hearing from you.

    Thanks,
    Ronak.

  • #2
    Good day @Ronak,

    Sorry at this time it cannot do this as we don't have access to the account lookup. It is a feature we are working on with a different feature which eventually evolve to this request. At this time this feature is not available.

    Sorry that we can't offer this exact feature for now.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thanks for letting me know. Is there a timeline for this feature?

      Best Regards,
      Ronak.

      Comment


      • #4
        Ronak,

        The feature is the feature-list of Release 10 for 2016-Q1 release. We will keep you posted.

        The release 10 features are all identified but in what order they are released depends on the underlying requirement. The releases will start in Q1.
        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
          Thanks for the info.

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