Somehow all of the online donations are going to "temporary contacts" even those that match existing donors first, last &...
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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... -
[email protected] started a topic Is it possible to add a Salesforce Campaign to a specific fundraiser...in ConnectIs it possible to add a Salesforce Campaign to a specific fundraiser...
So I can map any of the donations made via their appeal directly to their specific campaign in SF? -
Is it possible to create a SKU for a Fundraiser....
So I can map any of the donations made via their appeal directly to their specific campaign in SF?... -
Connected Salesforce User
Hi, our C&P/SF admin recently left the organization, and we need to switch the Connected Salesforce User. Can anyone tell me how to do this? Than... -
Remove workflow action task
Hi all,
How do I remove a workflow task?
Cheers,
Saanvi S... -
Best way to add a payment method in Salesforce
Hi guys,
What would be the best way to add a payment method to C&P from Salesforce? so we can reuse it as a referral transaction on another... -
Reuse existing Payment Method
Hi C&P,
We are continuing in writing our donation submittal integration and we want to implement the reuse of existing payment methods....