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Excel Sheet Organization

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  • Excel Sheet Organization

    In a past conversation on the support line I commented that the items stored in the excel sheet that gets downloaded when you click on "registrant and attendee information" is not in the order of the questions as seen on the screen. This disorganization makes it incredibly difficult to read and time-consuming to organize. The staffer got back to me stating that this would be fixed in the next release of the system. This item isn't updated so I'm assuming I don't have the latest release. Can you help?

  • #2
    Good day @AlexSH

    Maybe yes. I see you are at outdated versions of our apps for which support has been ended last year. If you grant us access and allow us to upgrade your instance, we will upgrade to latest version of our apps so that you can see the reports.

    Looking forward to hearing back from you.
    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 have granted you access. Please update my instance. Also, can you ask to see if, in fact, the requested functionality that was promised in the update was added?

      Thanks!

      Order Number: 38184-170511142829225
      Organization ID: 00D6A0000002gwX

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      • #4
        Good day @AlexSH

        We have upgraded your Salesforce instance as requested.

        It is highly recommended that you login to the Connect & re-establish the connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

        To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

        Release notes: http://cnp.mn/Salesforce-Latest-Releases

        Regarding the reports, would please share the source where you have requested so that I can track it down?
        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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