Hello!
I had a monthly donor call wanting to increase their monthly donation amount. I could not find anywhere in Connect to update this...
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Update Monthly Donation Amount
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Virtual Terminal Existing Patron Lookup
Hi,
I'm having trouble with the VT existing patron lookup.
When we enter the email or contactid, nothing is found even though... -
C&P Designer Not resizing images
I used a C&P template and uploaded our logo as the image, I resized it and it looks good in Preview but when it is sent via email test the image is... -
"Live Stream" - What is it?
Can someone help me understand what "Live Stream" is? I can't seem to find any documentation on it.
Any help appreciated.... -
Create function to match/apply online donations to already existing records in SF
This would be similar in function to CnP Temp contacts, but in this case - the contact and donation records are already created in SF.
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Custom Mapping Problem? CnP Temporary Contacts
Problem / Difference with Custom Mapping - Causing more contacts to show up in CnP Temporary Contacts.
I've noticed an increase in the #... -
C&P Temporary Contacts
Hello - my question concerns the C&P Temporary Contacts app - this is currently only workable with Salesforce if we switch back to the Classic experience.... -
Donor registration and login
Hello! Just wondering if Click and Pledge allows donors to register when donating so that their relevant info (name, contact info, payment info) can be... -
How to edit the C&P Online Record Type Label
How do we edit the C&P Online Record Type Label?
Please see the attachment for more detail.... -
Issue with custom field mapping
Hello,
We have a custom field mapping set up to complete a field on Opportunity called Medium. The mapping in C&P Settings will only... -
Temp contact match field and processing issues
Hello there.
Our client, Org ID 00DA0000000C8TR is missing the NEW option to process a temporary contact. Also, every contact matches with... -
Several ?s around C&P Recurrings, updating Credit Cards and the new Connect
Now that you have rolled out Connect, I can't find any answers around the nuts and bolts of managing or troubleshooting C&P Recurring transactions.... -
Error Report on payment - not showing in Salesforce but listed as 'posted'
Hi there, I'm having trouble with a transaction from C&P Connect to Salesforce. The transaction - order number 1609121930397296216 - is showing on... -
Assigning / Editing Campaign in a Click&Pledge Recurring Object
Hi there!
I set up a monthly opportunity for a donor, but forgot to assign the campaign when I was setting it up!
How can I... -
What does 'Salesforce post result' field in Connect mean?
Hi there,
I'm going through a huge stack of receipts for transactions from our annual Give Out Day, and came across an order number that...