Recurring Giving Regulations

[mjokiman]

Not sure if I'm posting on the right forum.....I came across this article. Wondering if Click and Pledge is addressing this issue or do we (organization)...

[mjokiman]

Hi, please upgrade our instance 00D41000000G4f0. Access has been granted.

Thanks...

[mjokiman]

Access has been granted. Thank you

[mjokiman]

The orange section you're showing is CP Transaction campaign Map. I do not have that section

[mjokiman]

Under CP Settings - Campaign, I don't see that option.

I see this ---Custom Primary Campaign Source Settings. Is that the right one?...

[mjokiman]

access has been granted. we print the SF campaign code on a response device so we know which SF campaign to associate the gift with....

[mjokiman]

Hi,
I've read through the documentation of the new Campaign setup. We do not use SKU at all and we do not want to use SKU. Our current set up...

[mjokiman]

Hi,

We are appending a tracking code on our donation forms, for example: https://urm.org/n/easteremail2022/?t...43741&mwsc=URM...

[mjokiman]

ok so we are back to square one...as I had mentioned, I went to Connect like you asked me to and credited there and I got the message that said Credited...

[mjokiman]

I got confused since you're asking for the order number again...i had posted the correct one when I created the post originally: Not able to Issue Cr...

[mjokiman]

I'm not sure I follow. This post is in regards to this order # 36448-220103091523474 Thus this is the transaction that I credited through Connect as...

[mjokiman]

I was clicking on the Issue credit on the recurring details page, where I would expect to be able to do the refund. That was not happening. So it's an...

[mjokiman]

yes it said
Credited successfully.
But it didn't update the opportunity record in Salesforce.
I have staff members who do not have...

[mjokiman]

Hi, i'm trying to issue credit for this transaction 36448-211203093223304. It is a recurring transaction that we cancelled. We're not able to issue credit...

[mjokiman]

Thank you for the quick response. I really appreciate it. I've brought this issue up to our agency that created the form.