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Resending receipt for event
We need to re-send an event receipt to an individual registrant. Am I correct that the way to do this would be to go into the C&P Transaction record...
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Quick way to see if donor chose to cover fees?
I want to be able to create some sort of report - either within C&P or within Salesforce, whichever is the best place - that shows if a donor chose...
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Error when trying to merge contact in temporary contacts
I had a non-admin user report the following error when they tried to merge this temporary contact. See screenshot. I, as an admin, was able to merge them...
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I tried to have her give C&P login access, but she says that C&P was not an option in the Grant Login Access section. Is there some sort of permission...
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User getting error in C&P Alias screen
Hi there,
I have a non-system-admin user who is getting the attached error message when trying to access a C&P Alias record. I think...
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Validation Rule Preventing Temporary Contact Conversion?
I have a validation rule on the contact record that looks at 3 different checkboxes and confirms at least one of them is checked.
In C&P,...
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Error when trying to view Contact Alias record
Hi there,
I'm getting the following error when trying to view a contact alias record in Salesforce (example record: https://enneagram.li...
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Declined transaction posting into Salesforce as closed/won
Hi there,
I'm having a strange issue with about 4-5 transactions which were declined by C&P, yet showing up as closed/won in Salesforce....
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Confirming merchant fee?
This might be a silly question - I'm helping a client set up a report in Salesforce to reconcile with their bank deposits, per the documentation here:...
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Workato integration?
I have a client that was wondering if there was a way to integrate C&P with Quickbooks Online. I see from this update that some sort of integration...
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Updating Campaign Member Status?
I have an event where registrations are free, so no opportunities are supposed to be created. We have it set up where the registrant is being added to...
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