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Update recurring card exp date only and not the full card number
- It looks like the credit card expiration date of one of our donor's has been somehow updated on the Click & Pledge platform but it's not updated
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Donations captured online are not posting to Connect (or Salesfroce)
I created a ticket and attended live support related to this issue, was told to post here. Looking for a reply ASAP as we are on the last day of a high-volume...Last edited by SpencerGump; 08-31-2020, 12:11 PM. -
Custom form field mapped but not showing on front end
I added a custom field to our registration form and mapped it to a picklist field I created. However, when viewing the form on the front-end, the slot... -
Declined transactions posting to Salesforce
Is there a way to prevent declined transactions from posting to Salesforce? All our donations come into Salesforce with the stage "posted",... -
How to switch the C&P connected user
Hi, we need to switch the connected user for C&P in Salesforce. How do we do that? -
All online donations are going to "temporary contacts"
Hi,
Somehow all of the online donations are going to "temporary contacts" even those that match existing donors first, last &... -
Collect Sponsor Payment within Registration, but not require Attendee Names/Info
Hello,
We have a Registration Page where we are asking for Sponsors at certain levels.
The Registration form is currently providing... -
Custom Question Update to Connect and SF Virtual Terminal
Our executive team recently made a change in our accounting structure to not post donations to Regional Offices.
We built out our Opportunity... -
Salesforce Campaigns not showing on Transaction or Opportunity Records
The last couple days when I posted a donation in the Salesforce Virtual Terminal (check and cash donations) the Primary Campaign Source was not filling... -
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... -
Testing C&P Forms
There are a few threads on this, but I can't find a current, definitive answer - how is it recommended that we test C&P Connect Forms to make sure... -
Create Default Attendee Names for Tickets with multiple attendees?
We have an annual gala where we sell tables as well as tickets. In C&P Events, I currently have the Table levels configured so that they have 10 attendees... -
Virtual Terminal transactions - Error posting data to Salesforce email notice
We have users who are using the Virtual Terminal to process transactions. But due to the amount of workflows/processes that we have on our opportunity... -
Error Transactions not making it to Salesforce
We have had some authorized transactions not make it into Salesforce. They show in Connect as Error. We have tried to re-post them from Connect. We have...