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Matched Contacts Produce No Opportunity upon Repost because Campaign was missing

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  • CnP.LiveSupport.AB
    replied
    Yes, that is the best course of action.

    Leave a comment:


  • dan@buffalo.com
    replied
    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?

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    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.

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    Dan,

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

    Click image for larger version

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    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.

    Click image for larger version

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    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

    Leave a comment:


  • dan@buffalo.com
    replied
    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]"

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    Thanks for testing that Dan, I will take a look today. ~ Amanda

    Leave a comment:


  • dan@buffalo.com
    replied
    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.

    Leave a comment:


  • dan@buffalo.com
    replied
    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

    Leave a comment:


  • Matched Contacts Produce No Opportunity upon Repost because Campaign was missing

    This is a continuation of a discussion with Amanda Byrne.

    Hi, Amanda. I have granted you access already.
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