kwclick5
Member
Last Activity: 10-22-2020, 11:30 AM
Joined: 03-17-2020
Location: Seattle, WA, United States
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esowers Thanks for weighing in on what process you have. It's helpful to learn that you're doing a flow on the C&P transaction and that it seems to... -
Yes, you’re right. It’s easy to think of a seemingly simple solution that would work great for a particular use case, but not realize the...Leave a comment:
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Update C&P Transaction Fields by SKU
It would be helpful to be able to update C&P transaction fields by SKU. Ideally we would to be able to set the Campaign like we can do to Primary... -
Yes, I guess that will be the best way to do it at this point. That's helpful to know how the C&P transaction campaign is set.
I think...Leave a comment:
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Where does the C&P Transaction record get its connected Salesforce campaign?
We’re using C&P Autoresponder for our receipts and we have some fields pulling onto that email from the campaign.
Most of our campaigns... -
Differentiating Future Single Date Gifts from Recurring Gifts
I understand that future single date gifts use the parent object C&P recurring. It’s unfortunate they use the same object as recurring gifts... -
Hmm... It looks like this is the same response as above. But, I'll just start a new topic with my one remaining question so we can start on a clean slate....Leave a comment:
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That’s not a problem - I appreciate you taking the time to respond! I’ll keep that in mind to separate out topics in the future.
...Leave a comment:
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Yes, I do see that in theory it doesn’t matter which data object is the transaction or the line item. But, we have other considerations that play...Leave a comment:
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I see where the confusion was. I was loading a blank form and pressing Give Now and not seeing that box highlighted red. But, if I fill out the rest of...Leave a comment:
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Extra Opportunity for Additional Fee, Single Future Date Gifts, and C&P Autoresponder
I have a few questions about a couple different topics that I’m including in this post. I can also make two or more separate topics if that is a... -
Hmm. I went in to edit them, but I'm still not seeing an option to force a value to be picked when no option is selected as default. I think we may be...Last edited by kwclick5; 10-08-2020, 10:48 AM.Leave a comment:
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Hi, I wanted to check in on this again. We upgraded to the new version of Connect, but this issue doesn't seem to be fixed. Has it been pushed to the...Leave a comment:
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I've reconnected Connect to Salesforce. Thanks for upgrading us!Leave a comment:
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Please Upgrade Salesforce
Please upgrade our Salesforce instance. Access is granted. Org ID is 00D6g0000023NkX. Thanks!
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