Carl Paulsen
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Recent activity by Carl Paulsen-
Thank you, that's helpful. It seems to be working now.
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This is very helpful, and it's good to know we retain control. I was concerned about conflicts between different apps trying to control the email field, but it looks like we have the final say. I...
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OK, I do have a question. Are you saying “aliasing” and thus any SF field updates only occur when the system is set to create Temporary Contacts (e.g. the Match Mode is set to Manual)? And if Sem...
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Thank you. That's essentially how the Click and Pay Suite works, but I had not been able to follow that in the old app. I'll take a look and get back if I have any further questions. I appreciat...
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Note the Data xml records do exist in the database so the records made it into SF. The records I'm looking at were this week or last.
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One more thing. In the image above, you can set up a default mapping on the Default tab that will set the primary campaign source for cases where there is no Primary mapping that captures the camp...
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Note if this isn't your issue, feel free to post back with more info. C&P support are really helpful, but I may have some practical thoughts that might help.
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Hi Jeff,Here's what I hadn't understood, and where the fix was made (which worked for us). Under Settings and under the Campaign section, there are two places where you can set up the campaign map...
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OK, thank you! Note in this case I was wrong about it being a business gift. It was a couple who wanted both of their names associated with the gift.
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Yes, thank you!