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No error information provided when salesforce login fails
If login information to salesforce fails to work, in our case login info that had been formerly verified, the Click & Pledge Connect website provide...
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C&P Importer rejects unrelated transactions when a transaction import has errors
When importing a number of transactions with C&P Importer (v 8.9004), if there's an error with one transaction, the same error is reported for an...
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This is a problem for us, as it means we may get a donor name wrong, which is a top priority. Can you replace ampersands with "and" until you're...
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Ampersand dropped from custom questions
When an ampersand, &, is entered in a custom question value, the ampersand is not passed through to salesforce. It does, however, appear in the email...
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Well, maybe the subject line is misleading. I've described two different types of cases where you're assigning the opportunity to an account which has...
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And, we've got another case (happened today), where a new contact & account are created, but the opportunity isn't assigned to the new contact/account,...
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update households has been unselected for some time, we don't use households. we have organizations, patrons, and opportunities checked, "update...
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Well, we have cases where there's an account in our system, with no contact, and the opportunity is being assigned to this account. The account had the...
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Avoiding duplicates
Hi, for the benefit of all, could you list what steps are taken to avoid duplicate accounts when adding a donation? Presumably you check some combination...
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