Matched Contacts Produce No Opportunity upon Repost because Campaign was missing

[CnP.LiveSupport.AB]

Yes, that is the best course of action.

[[email protected]]

Ha! Did you hear my palm hit my forehead? I do regret making campaign required but it would be chaos for posting pledges without it.

So the issue still remains that we can't repost a trans that was entered before the campaign was added to the event. Right? Is my only recourse to delete and reenter the trans?

[CnP.LiveSupport.AB]

I checked with our team and in version 10, scheduled to be release Q1 2019, you would add these custom payment types individually, rather than entering in a text area separated by semi-colons. Under this situaton, there should be no misunderstanding with extra spaces.

[CnP.LiveSupport.AB]

Dan,

You are not creating Opportunities for CHECK because your C&P Settings are:



So you are creating Opportunities when they have a custom payment type of " CHECK", not "CHECK". I modified this and tested with order number 50661-180907164235356, and the Opportunity was created appropriately.




I will report this so the Developers can add code to strip any space characters from the front and end of the string, but for now I have left the change I made to your settings, and your reposts should start creating Opportunities (as long as they have a Campaign- you may end up cursing the day you decided to add that validation)

Hope that helps, Amanda

[[email protected]]

Hi, Amanda. My repost test produced this error message. It appears you can't just repost and pick up the campaign. probably need to modify the XML.

"Upsert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Primary Campaign Source is required.: [CampaignId]"

[CnP.LiveSupport.AB]

Thanks for testing that Dan, I will take a look today. ~ Amanda

[[email protected]]

I tried reposting a CHECK matched contact and it didn't create an opportunity. I also noticed that campaign wasn't listed on the new transaction.

[[email protected]]

Amanda, I think I understand why no opportunities were posted. I only had produce opportunities for BILL ME and these are CHECKS. I'll try reposting and let you know. Thanks

[[email protected]]

This is a continuation of a discussion with Amanda Byrne.

Hi, Amanda. I have granted you access already.