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Link between transaction and event in contact record

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  • Link between transaction and event in contact record

    Hi

    When someone pays for a registration to an event, a number of related records show up in the contact record- such as C&P Transactions and C&P Data. However, there is no linking that I can find of the transactions/payments and the event that was registered for. How do I determine that from the contact side?

    Also, the record C&P Opportunities describes it as a donation - which isn't accurate. This is a ticket for a event from which the attendee receives value. It is possible to change the way the opportunity name is created? Is there a way to link the payment record to the C&P event?

  • #2
    Hi Bob,

    We discussed in Live Support that our Event Management app manages most of its data in the custom objects that are installed with the C&P Events app, and that information in the Salesforce native objects like Account, Contact, and Opportunities is impacted by the Donor Management (or PaaS) app receiving the transaction data the same way it would receive transaction data from one of our donation forms.

    So other than the transaction data, there's not a lot of relationship between the Opportunity and the Event information unless you customize it to work that way. You can add related Registrants and Attendee lists to the Contact record, or you can configure the Event to assign the Registrant Contact, the Attendee Contact, or the Ticket Opportunity to a Salesforce Campaign.

    We also talked about using SKUs as being an option for easily customizing the Opportunity to hold some of your event information. Here is our documentation on SKUs:https://support.clickandpledge.com/s...e-power-of-sku

    ~ Amanda
    C&P Live Support
    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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    • #3
      so, for a given contact, I can see what events they attended or registered for, but not how much money they have paid for them?

      Comment


      • #4
        You would do that by setting up soft credits on the Opportunities and setting up a custom field on the Opportunity as a lookup to the Attendee Contact. You then make sure that gets populated in the Opportunity/ Opportunity Product Mapping area in Additional Information.

        https://support.clickandpledge.com/s...roduct-mapping
        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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