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Error in Box Office event registration

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  • Error in Box Office event registration

    We are experiencing an error when registering individuals for an event through the Box Office. Click & Pledge is attributing the Registrant to an unrelated Contact with completely different data that the data entered in the registration fields. I have granted login access.

    Sample of Transaction ID's showing incorrect Registrant:
    Order Number = 160811103310709
    Order Number = 160811085701064

    Steps to reproduce:
    1) Login to Salesforce, click on Events Management
    2) Click on event named "A Summer Evening on the Farm"
    3) Click on Box Office
    4) Add Attendees (required fields are First Name, Last Name and Email address). In this step we are including staff's email address in the Email field so that the Attendee does not get an emailed notification. Click Process.
    5) Registrant information entered as:
    First Name = Josie
    Last Name = Kaufmann
    Phone Number = 5082407873
    Email = [email protected]
    Address = 3 Main Street, Eastham, MA, 02642
    Payment = Invoice
    6) After submitting, a Transaction Order is produced that is attributed to an unrelated and pre-existing Salesforce Contact named Deanna Ruffer.
    This Contact does not have any contact information that matches the data entered.

    Please advise as this is causing great concern.

    I imagine that I will also need to get the latest update in which case, I have granted login access and our Org ID is 00Di0000000H8fk.

  • #2
    Good day!

    Based on our review all is working as expected.

    Please see the C&P Data of order#160627145403304

    Click image for larger version

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    This order number has been processed from C&P Temporary Contacts and attached to the contact Deanna R** manually. Since the information is different for both contacts it has been created Alias for Josie K*** under the contact of Deanna R**

    Click image for larger version

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    Since the contact information is in C&P Alias under Deanna R** contact, based on the settings it is creating Alias for Josie K*** under Deanna R** contact.

    Hope that answers your question. Please check and let us know if we can be of any further assistance.

    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

    Comment


    • #3
      Good day!

      We have upgraded your Salesforce instance as requested.

      It is ABSOLUTELY IMPORTANT that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts no longer are needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the portal & re-establish connection. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

      Release notes:
      API Class Library 4.3000: http://cnp.mn/1S5jL0v
      Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

      PaaS 9.5011: http://cnp.mn/2a9a0SH
      ​Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

      Event 4.3007: http://cnp.mn/2a9bQDh
      ​Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

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

      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

      Comment

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