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Please Update C&P - New Admin

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  • Please Update C&P - New Admin



    I am the new admin for Salesforce Org id: 00D4100000080ap

    Please update C&P For salesforce - access granted

    Error on temp contacts layout


    Reoccurring donations do not reliably show up in salesforce org (sample contact: Sally Lipsky), please advise

    Which field denotes total donations from one contact?


    Please evaluate current use of C&P and suggest any best practices to implement

  • #2
    Good day @Rebecca

    It is due to the lack of permission. Now you can view the temp contacts without any issues.

    May I know what is the issue with recurring donations? would you please share the order number and describe the issue in more detail.
    Regards,
    Click & Pledge Support Department

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