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Primary Contact field is not being set on opportunity

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  • DWhitig
    replied
    Okay! Well glad it's working.

    Leave a comment:


  • CnP.Support.AM
    replied
    We simply processed a transaction and it worked. We did nothing.

    Leave a comment:


  • DWhitig
    replied
    That's great, did you have to do anything special or did it just start working?

    Leave a comment:


  • CnP.Support.AM
    replied
    We have processed one test transaction order#60289-1908090332523711111 and the primary contact is updated to the Additional Donation Opportunity. Please see:

    Click image for larger version

Name:	Primary Contact.jpg
Views:	31
Size:	81.8 KB
ID:	47910

    Leave a comment:


  • DWhitig
    replied
    I have added the permission

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  • CnP.LiveSupport.AB
    replied
    DWhitig ,

    I notice that your user is not a System Admin. Could you assign the permission sets for PS-CnP-Event-All-Permissions, PS-CnP-IaaS-All-Permissions, and PS-CnP-PaaS-All-Permissions to your user, and create the example transaction for the event so we can review?

    Regards, Amanda, C&P Live Support

    Leave a comment:


  • DWhitig
    started a topic Primary Contact field is not being set on opportunity

    Primary Contact field is not being set on opportunity

    I'm setting up an event and doing some test registrations and the Opportunity Primary Contact field is not being set on opportunity when it is created from the "Additional Payment Option" on an Event. See attached print screen. Can you determine why?
    I have enabled login access for
    Salesforce.com Organization ID 00D2E0000012rpR
    Thanks!
    Attached Files
    Last edited by DWhitig; 08-07-2019, 01:48 PM.
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