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How do I delete trial events, registrants, levels?

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  • How do I delete trial events, registrants, levels?

    as I get closer to implementation, I need to clear out all the trial data. How?

  • #2
    Good day!

    TEST transactions and registrations may be deleted using the delete buttons provided in various tabs. See below:

    Registrations >> Delete All Test Transactions

    Click image for larger version

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    You may also delete registrations one-by-one in each registration page:

    Click image for larger version

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    & if an event does not have any registrations you may also delete the level through the Basic Information tab:

    Click image for larger version

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    Hope this 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/
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    • #3
      I APOLOGIZE! I was looking for the little trash can at registrations, and not reading the button above. I'm fine. Thanks!

      Comment


      • #4
        Good day!

        No problem. Please let us know if the usability may be improved in any way. When you do not see something it means it is not obvious and we always try to make sure the design minimizes confusion.

        Glad to see it all working.
        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
          I am again having trouble deleting trial registrations and temporary contacts. There used to be a "delete temporary contacts" button (a month or so ago) in Registrations, but it's not there. I can "Manage" TCs but not DELETE them. There are 50 or so test regs..

          Comment


          • #6
            I have been having quite a few problems, not c&p fault, but there are 50+ temp contacts I need to remove. In order to test things with the Shopp portal I need to use a REAL credit card, and then the registration gets paired with a trial contact, me -- so there are a lot of temps in my name and in madeup names. Gotta get rid of 'em. Can someone go in and remove them sometime before the 15th release of the new iteration? Thx.

            Comment


            • #7
              Good day!

              Sure.. just grant us login access and let us know what to delete. We will have a developer delete them all in a batch.

              Just let us know when you want it done.
              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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              • #8
                You have login access. I want all the temporary contacts deleted. I'll deal with the other objects myself.

                Comment


                • #9
                  Good day!

                  We do not have access to your instance. Please see:

                  Click image for larger version

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                  Please grant us login access so we can review 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


                  • #10
                    Are you looking at the right account? I have two - and i renewed access yesterday. 00D36000000Hnko SF acc't.

                    Comment


                    • #11
                      Good day!

                      As requested we deleted 51 records from your C&P Temporary tab.

                      Please verify and let us know if you need 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/
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                      • #12
                        (there are still 25 there, even after clearing the cache and logging out and back in)

                        Comment


                        • #13
                          Good day!

                          These were related to the "Maintenance" detecting the C&P Data and no contacts. We disabled the maintenance and deleted all temps.

                          Please 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


                          • #14
                            I need you to delete the c&p temp contacts again. You have access. 00D36000000Hnko SF acc't. thx

                            p.s. if you can tell me how to do it next time I won't bother you!!
                            Last edited by briegull; 06-29-2016, 03:45 PM.

                            Comment


                            • #15
                              Good day!

                              There are 27 temp contacts listed. Let us know what to delete. In case of batch delete, it is something you cannot do it yourself. Our developer will delete them all in a batch by running some code. If you have couple of temp contacts to be delete then you may can delete it by yourself through Maintenance under C&P Settings.

                              Looking forward to hearing back from you.

                              Thanks,
                              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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