14 results in 0.0043 seconds.
-
Mapping form fields to Salesforce Opportunity fields
I am new to C&P though have used other apps that integrate to Salesforce before. I'm trying to figure out how to map a field on the form to our Salesforce... -
Pre-auth pledges creating duplicate 'paid' opportunity instead of updating pledge
Hi there,
We've had a lot of pledged opportunities come in through Click & Pledge over the past week, all scheduled to be paid today... -
Custom Question on Related List in Salesforce for Opportunity
Custom Questions appear as a related list I can drag into a Contact, but I can't seem to do that for the Opportunity page. Am I missing something? ... -
A way to tell if Opportunity originated through Click & Pledge
Good day,
When an event ticket is purchased, is there a way to tell in Opportunity record that is generated in that process, that the opportunity... -
Link out to contact and opportunity from confirmation page
It's wonderful how easy it is to click a button and have Click and Pledge create a new contact and new opportunity. Hopefully what I'm asking for is... -
Alias info not being pushed to Opportunities as primary donor contact role
Hi! I'm on the bucket model for a client in Salesforce and I'm noticing that when the main contact has made a purchase a contact role as "primary... -
Report needed for daily summary
In an attempt to reproduce a report we use in our legacy system, I'm running up against a problem. The report we need (or at least have become accustomed... -
Invoice processing - Choose existing Opportunity
I have a couple of follow up questions regarding the Invoice Functionality...
1. Is there a way we can use the Manual Oppty Settlement through... -
Linking to related Opportunity from the Autoresponder
I've created an autoresponder that notifies a particular Salesforce user that a specific C&P transaction has been made and that they need to go to... -
Change payment name
Hi all,
Our CnP payments come into Salesforce as an opportunity with a fixed name (“My Donation”).
But, we would like... -
Release 7.3006: Resolving a LOCK_ROW issue with NPSP
Release date: May 31, 2013
Version #: 7.3006
Bug Fixes:- An issue was discovered with NPSP and Salesforce when high frequency posts
-
Where does C&P get the stages for opportunities?
Which sales processes does Click and Pledge use for determining which stages to map to C&P opportunities? I've edited the C&P online sales process... -
Release 5.10: Custom question mapping, opportunity naming, and more
Release date: November 16, 2011
Version #: 5.10
To Upgrade / Install:... -
CnP_PaaS__Contact__c lookup field in Opportunity?
How is the CnP_PaaS__Contact__c field used in the Opportunity? What processes populate it? Can we use it for offline donation entry, such as for checks...