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Addresses not carrying over to SF?

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  • Addresses not carrying over to SF?

    What dumb thing am I not doing where the contact info does not carry over into the contact when creating new clients or updating clients in Event Management registrations?


    I would think it is a choice (selection) somewhere - I have checked C&P Settings and the Event settings with no luck?

    Thank to the best support team ever!

    Miami

  • #2
    Good day!

    What is the account number or Org ID?

    Is this related to: Foundation for Exceptional Warriors as your profile states?

    Please let us know the Salesforce Org ID and the Click & Pledge account # so we can review the setting.
    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
      SF ID for paws4people.org

      Good morning!

      00DG0000000liy2
      I granted access as well is yo need it.

      Thanks!

      Comment


      • #4
        Good day!

        There was an issue with the C&P Setting which was not saved correctly.

        We removed all posts and re-posted all transactions resolving all issues.

        You should not have any problems moving forward.

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

        BTW: Love to know what you think of our Salesforce apps: Rate us on AppExchange:
        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 help!

          So to be clear - are you saying the addresses will carry over from now on? Or are they supposed to be in there now?

          Thanks

          Comment


          • #6
            Good day!

            We fixed them all for you and all transactions are correctly posted.

            Please go to the Registrants tab and click on the Temporary Contacts and resolve the attendee temporary contacts. See below:

            Registrations > Manage Temporary Contact
            Click image for larger version

Name:	9493-Event-Temp-Step1.jpg
Views:	1
Size:	117.3 KB
ID:	15731


            Go to the Attendee list and process the temp.
            Click image for larger version

Name:	9493-Event-Temp-Step2.jpg
Views:	1
Size:	104.3 KB
ID:	15732

            All transactions are posted and simply need to be managed as temps if needed.

            Hope that answers the questions.
            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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