Upgrading from Events 2.6000.7. Able to clone previous event?

[franharrington]

Hello,

We haven't upgraded our Events package since our Conference last year. We are currently running version 2.6000.7. I see that the current version is 4.1028.0. Will we still be able to clone our last event if we update to the current version of the Events package?

thanks,

[CnP.Support]

Good day,

The answer is definitely YES.

If you grant us login access we can have it all upgraded for you by tomorrow.

Just let us know if we can be of more help.

[franharrington]

Excellent. I have just granted access. Our org ID: 00Do0000000bhRv

[CnP.Support]

Good day @franharrington,

We have upgraded you as requested.

It is highly recommended that you re-establish the connection after each upgrade. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

Release notes:

• API Class Library 4.2002: http://cnp.mn/1PXhTsC
  • Previous release notes: http://manual.clickandpledge.com/Salesforce-API-Release-Notes.html
• PaaS 9.3001: http://cnp.mn/1PXhMxh
  • previous release notes: http://manual.clickandpledge.com/Salesforce-PaaS-Release-Notes.html
• Event 4.1028: http://cnp.mn/1PXhztW
  • previous release notes: http://manual.clickandpledge.com/Salesforce-Events-Release-Notes.html

Important Consideration:

The following 2 points need to be considered as part of this update since you may see more temporary contacts than you had prior to this update.

• C&P Temporary Contact: In the 4.1x release Event's temporary contacts are part of the global C&P Temporary Contacts. Any attendee that was previously in the Event's temporary contact is now in the C&P Temporary Contact tab.
• Maintenance: The maintenance self-healing service (C&P Settings > Maintenance) reviews all C&P Data logs and attempts to fix any errors that may have resulted from the post. To resolve the error, the self-healing service will delete & re-posts the prior post. This action in most cases will resolve any error that might have happened due to NPSP's record locks, etc.

You may also join our Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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

[franharrington]

Hello, after the upgrade some of our users are getting: "insufficient privileges" errors when trying to access the Temporary Contacts section now. How do I fix this?

[CnP.Support]

Good day!

We have a family of Permission Sets that you may add to each user. it is easy.

Go to the Settings > Users > Select the User

For the User scroll down to Permission Sets and add the appropriate permission set. They are very granular permission sets as requested by clients.

Here is the list:




If you need help with the assignment please grant us login access and let us know which user and we can add it for you. You may also do the same.

Just let us know if we can be of more help.