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Event Registrants Can't Be Moved Out of Temporary Contacts

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  • Event Registrants Can't Be Moved Out of Temporary Contacts

    Hello,

    We're experiencing a new problem. It appears that event registrants are getting "stuck" in temporary contacts. Even after I process the temporary contact, the record isn't updated and any related opportunities aren't created.

    Please advise. Thanks.

  • #2
    Good day @lshramko

    Would you please grant us login access and share the Salesforce OrgID so that we can review it? Also, share the temp contact order number with ContactID you would like to merge with?
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      Org ID: 00Dd0000000gsEP
      Access granted for one week.
      :
      The following orders generated a temp contact but after I processed the temp contact, it didn't create a contact:
      CNP:30231-200514112347697
      CNP:30231-200514102336660
      CNP:30231-200514071832191
      CNP:30231-200514064812536
      CNP:30231-200513161820934
      CNP:30231-200513161815507
      CNP:30231-200513150736073
      CNP:30231-200513131200530
      CNP:30231-200513122011499
      CNP:30231-200513120813463
      CNP:30231-200513113115558
      CNP:30231-200513105656528
      CNP:30231-200513103929936
      CNP:30231-200513100848444
      CNP:30231-200512195714873
      CNP:30231-200512165430935
      CNP:30231-200512154310784
      CNP:30231-200512141924805
      CNP:30231-200512140703399
      CNP:30231-200512074640969
      CNP:30231-200511220425532
      CNP:30231-200511214206439
      CNP:30231-200511204205268
      CNP:30231-200511174340439
      CNP:30231-200511155735710
      CNP:30231-200510151547026
      CNP:30231-200508121453048
      CNP:30231-200508104948124
      CNP:30231-200512191542776
      CNP:30231-200512171740072
      CNP:30231-200512171052799
      CNP:30231-200512164734448
      CNP:30231-200512160937467
      CNP:30231-200512152023713
      CNP:30231-200512151635443
      CNP:30231-200512150154207
      CNP:30231-200512123543605
      CNP:30231-200512091124134
      CNP:30231-200511221656283
      CNP:30231-200511184150292
      CNP:30231-200511181059674
      CNP:30231-200511173606099
      CNP:30231-200511172931412
      CNP:30231-200511171443959
      CNP:30231-200511154124709
      CNP:30231-200510152342124
      CNP:30231-200508161751896
      CNP:30231-200508160427077
      CNP:30231-200507145549529
      CNP:30231-200507115106265
      CNP:30231-200507100739877
      I have already tried getting the temp contact record out of the recycle bin and processing them again, but no luck.

      Comment


      • #4
        Good day @lshramko

        It was due to the permission issue. However, we have assigned the permission set to the user and reprocessed all of the above order numbers.

        Regarding the opportunity creation, based on the C&P Settings >> Opportunities, settings for $0 transactions it won't create the opportunity.

        Click image for larger version

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        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


        • #5
          Hello again. I'm having the same issue again this month.
          Org ID: 00Dd0000000gsEP
          Access granted for one week.

          Here are the order numbers:
          CNP:30231-200630161108268
          CNP:30231-200629132103669
          CNP:30231-200629124344376
          CNP:30231-2006291204115217655
          CNP:30231-200629110300243
          CNP:30231-200628212638682
          CNP:30231-2006261214286862007
          CNP:30231-2006261119357108684
          CNP:30231-200626110813817
          CNP:30231-200624204236106
          CNP:30231-200624184808252
          CNP:30231-200624115554597
          CNP:30231-200623115556756
          CNP:30231-200623101436029
          CNP:30231-200619113903961
          CNP:30231-200618125058206
          CNP:30231-200618002454143
          CNP:30231-200617185128778
          CNP:30231-200617163215025
          CNP:30231-200617163208669
          CNP:30231-200617152304151
          CNP:30231-200617145357891
          CNP:30231-2006171438474853111
          CNP:30231-200617143824251
          CNP:30231-2006171424313324699
          CNP:30231-200624102541835
          CNP:30231-2006232120518455465
          CNP:30231-200623155835649
          CNP:30231-200623145751437
          CNP:30231-2006231011272313000
          CNP:30231-200623095514707
          CNP:30231-200619103229008
          CNP:30231-200618124339349
          CNP:30231-2006180935161486235
          CNP:30231-200618092823895
          CNP:30231-200618090442699
          CNP:30231-200618001729686
          CNP:30231-200617181619841
          CNP:30231-200617162942013
          CNP:30231-200617141951700
          CNP:30231-200617000008015
          CNP:30231-200615173031832
          CNP:30231-200615140511207
          CNP:30231-200615114016995
          CNP:30231-200613141240888
          CNP:30231-200615173203324
          CNP:30231-200615104153051
          CNP:30231-200612173011166
          CNP:30231-200604071542764

          Comment


          • #6
            Good day @lshramko

            We have fixed the above order numbers. As stated in the previous post, it is a permission issue. The user who is processing temp contact (in this case, Kelly Rydha) doesn't have permissions. Please note that in order to process the temp contacts, the user must have "Create" permission on Contact, Account, and Campaign object. However, we have assigned permissions to the user.

            There are few temp contacts, please review and process it from there.
            Last edited by CnP.Support.AM; Today, 03:21 AM.
            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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