Announcement

Collapse

Information Needed

See more
See less

Event Attendees temp contacts not working correctly post-upgrade

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Event Attendees temp contacts not working correctly post-upgrade

    We recently upgraded C&P Events, and now when an individual registrant registers multiple attendees for an event, the temporary contact pages for all the attendees malfunction.

    So, in our instance, TC-0593 and TC-0594 say Diedre ... (the registrant and one of the attendees). TC-0595 is Jess ... and TC-0596 is Becky ... - in the TC listing tab.

    BUT, click on Tc-0595, and you see Diedre (NOT JESS); same with TC-0596, Diedre (NOT BECKY).

    Basically, click on any attendee, and you get the *registrant's* temp contact, not the attendee's.

    Help.

    OrgID 00Dd0000000ej33, set 3 days access for you to take a look.


  • #2
    Good day!

    All Temps are now in the same place. They are all correct so if you go to Temp and see the filter on attendee or registrant you will see them.

    Please note this important point. If a person is NOT in your contact they are not going to be found in each of the steps. When someone registers themselves for an event and they are both attendee and registrant we create a temp for them as the attendee since when trying to create the attendee we cannot find them and then later when they pay we cannot find them when processing the payment.

    You have the option to ask different questions from the attendee or registrant so there is no way for us to determine they are the same person.

    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


    • #3
      We understand that all temps are in the same place, and we can filter and see which ones are the attendees and which are the registrant temp records.

      However, when we click on the TC-0595 link associated with Jess (for instance) we get the opportunity ONLY to handle the record for the registrant Diedre.

      It really is malfunctioning.

      New bug noticed: As well, if we try to merge a registrant TC, it works fine. If we try to merge an attendee TC, it simply doesn't and reloads the same page.

      Thanks.

      Comment


      • #4
        Good day!

        One of our test engineers will review and figure out what is going on.

        We will be in touch shortly.
        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
          Good day!

          We have reviewed your instance & have observed the following:
          • You have created a VIEW at the Temporary Contact OLD TAB which opens when you open any record and it redirects to the PaaS Temp records not the Event temporary contacts. In other words you are forcing the view to go to the PaaS records and not Event records. Hope that makes sense - your view is causing this issue.

          Click image for larger version

Name:	2016-02-18_7-29-22.jpg
Views:	13
Size:	74.9 KB
ID:	22170


          The View has no parameter to identify the Event attendees as these parameters are not available. The link from event adds parameters that filters on the event.

          Click image for larger version

Name:	2016-02-18_7-30-22.jpg
Views:	8
Size:	81.1 KB
ID:	22171


          If you see your tabs by clicking on the + sign you will see 2 tabs for C&P Temporary Contacts:

          Click image for larger version

Name:	2016-02-18_7-33-12.jpg
Views:	8
Size:	23.8 KB
ID:	22172


          You have renamed our C&P Temporary Contacts to "C&P Temporary Contacts Terminal". The old tab has been deprecated and should be deleted. The new tab is the one above it, titled: C&P Temporary Contacts. The post-installation has a note about deleting this tab.
          • Your instance is not at the latest release - please see below:
          Click image for larger version

Name:	2016-02-18_7-21-46.jpg
Views:	8
Size:	26.8 KB
ID:	22169

          In the latest release we have a custom Temporary Contact tab which is no longer the standard tab and is a Visual Force page to easily separate the event from PaaS.

          If you wish we can upgrade you and you will be able to take advantage of the new tab.

          I hope that answers your question. Please let us know if you wish for us to review your post-installation and upgrade your instance.
          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

          Working...
          X