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Accidentally chose wrong contact to merge event attendee with

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  • Accidentally chose wrong contact to merge event attendee with

    I have an event running and a new attendee and donor got stuck in temporary contacts. His name is Rick and his sons name is Rich. I accidentally merged his temporary contact to his sons record instead of his. I assume his son has received his receipt. How can I correct this mess? I changed the opportunity and edited the C&P Transaction but the wrong contact is still shown in the event. Also, how do I send the email receipt to the correct person?
    SFID: 00D1a000000Zh2Q
    Last edited by freedomhouse; 05-03-2023, 12:36 PM.

  • #2
    Good day @freedomhouse

    Would you please share the Event Name and order number so that we can review and try to fix it? Also, please share the ContactID you want to change with.

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      The Event name is 2023 Golf Tournament, and the order numbers are 34999-2305031137116389949​ and 34999-2305031137116389949​.
      The person that was charged (the son) is Rich Donoghue and the person that should be charged is Rick Donoghue.
      I have spoken with him and sent him the requested corrected donation letter so best not to send him anything else.
      Thank you!!

      Comment


      • #4
        Good day @freedomhouse

        We have changed the Contact of the Registrant from Rich Donoghue to Rick Donoghue in Events. Since it is an anonymous Event there is no contact associated with Attendee.

        Please check and let us know if we can be of any further assistance.
        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
          Thank you for your help!!

          Comment

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