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  • #16
    When I process a temporary contact and merge it, I noticed that it no longer automatically selects Merge Account when I click on the merge Contact bubble, is that intended? Also, when I process a temp contact and it creates a new one the Updated/Created contact is still blank. If I merge contact, then it show the contact, but if I click on the link, I get a page that says:
    Page CnP_DynamicRedirectPage does not exist


    The url is: https://cafe1040--partial.sandbox.my...Dw00001Q1GhxIA F

    Then, when I process the next temporary contact, it still shows the above contact in the Updated/Created contact, not the new one that should have been created. It is also mapping the alias to the contact that was used before, not a new contact. It doesn't change until I merge with another contact. For example, this contact: https://cafe1040--partial.sandbox.li...1Q1GhxIAF/view

    I merged a temporary contact, then processed a new temporary contact and it merged to the contact above instead of creating a new contact.

    Comment


    • #17
      Good day @Cafe1040IT

      We have upgraded your instance with the latest release which addresses the above issue.

      Please test it and let us know if you find any issues.
      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


      • #18
        I'm still experiencing the issue where if I select a contact and process, then the next temporary contact that I create will be linked to the previously linked contact. For example: https://cafe1040--partial.sandbox.li...1Q2Ib7IAF/view

        Comment


        • #19
          Good day @Cafe1040IT

          Would you please share the temp contact order numbers including ContactID you would like to merge with or New contact and allow us to process them? Also, we need your permission to process a couple of test transactions in your sandbox instance to debug the issue.

          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

          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


          • #20
            First, I matched order #60282-230810084511975​ to an existing contact (003Dw00001Q2Ib7IAF). Then, I tried to process 60282-230810083939402​ as just a new contact and it made it an alias linked to the same contact as the first one. Finally, I tried processing 60282-230810083135884​ and it did the same thing.

            You have my permission to test in the sandbox. Please try to replicate it by merging a contact, then processing the next contact by just pressing process. If there isn't a contact for the first one that matches, you can match it to any suggested contact or create one before processing the temp contact, that's fine, it's just a sandbox.

            Comment


            • #21
              Good day @Cafe1040IT

              We reviewed and identified the issue. Hopefully, in the next release, we are going to address the above issue.

              Sorry for the inconvenience.
              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


              • #22
                Great, thank you! I look forward to the update.

                Comment


                • #23
                  Have you released an update that will resolve this issue? If so, can you update our sandbox for testing?

                  Comment


                  • #24
                    Good day @Cafe1040IT

                    Yes, the issue has been addressed but waiting for the latest version to be released next week. Once released, we will upgrade your Sandbox instance and will update you next week.
                    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


                    • #25
                      Fantastic, thank you!

                      Comment


                      • #26
                        Good day @Cafe1040IT

                        We have upgraded your Sandbox instance with the new release which addressed the above issue.

                        Please test it and let us know if you find any issues.​
                        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


                        • #27
                          Ok, I've tested it and it seems that it should work for our usage. I'm ready to upgrade in production. Can you please upgrade me in production for org: 00DA0000000YPsk

                          Comment


                          • #28
                            Good day @Cafe1040IT

                            We recommend you wait until the next release. The version we have upgraded in your Sandbox instance is the Beta version. We have scheduled a release for Production that addresses all of the above issues. Hopefully, the release will be out by next week.
                            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


                            • #29
                              OK great, then yes, let's wait until next week when those updates are made in the production version. Thanks for letting me know!

                              Comment


                              • #30
                                Good day @Cafe1040IT

                                We have released a version for the Production instance that addresses the above issues. Please let us know if you want us to proceed with the upgrade into your Production instance with Click & Pay Suite.

                                We are 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

                                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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