Emily

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  • in reply to: External Back up? #51467

    Emily
    Member

    Thanks again, Emma! Will take a look

    in reply to: Tracking donations #51386

    Emily
    Member

    Thank you! We are looking into it now

    in reply to: Exporting User Data and Fundraising Donations #50273

    Emily
    Member

    When we export from there it doesn’t work. We get a drop down of each level (we have 16 unfortunately) … and then we get more of an error message in the export excel file. I will send you a photo

    in reply to: Exporting User Data and Fundraising Donations #50251

    Emily
    Member

    Sorry – I guess adding the photos won’t work here… I will send to you another way.

    in reply to: Exporting User Data and Fundraising Donations #50250

    Emily
    Member

    Sorry for the delayed reply… we had some other urgent matters that pulled us away from this.

    We have settings for shipping enabled, however we still are missing something… as we do not get anything like you are showing.

    In IDC > orders … we get this on the screen, but have not been able to export: (The screen below it is from IDCF > orders) … and again have not been able to export this. Maybe we are in the wrong area, but we have looked through users and there doesn’t appear to be anything of help there as well)

    in reply to: Backing up #49369

    Emily
    Member

    Thanks, Emma!


    Emily
    Member

    You are the best – I will have Tam email you now!


    Emily
    Member

    Per your last reply on the subject “Capturing customer detail and email setting page not working” (we cannot reply as the post was closed) Having to start a new topic/thread.

    Your last reply:
    “As long as you do not have the Guest Checkout activated in IDC > General Settings, the supporter must enter their email address as part of the checkout process. This also creates an account for the donor. Shipping addresses are not captured during the checkout but can be captured in the supporter’s account profile page. You need to turn on Shipping Addresses in IDC > CRM Settings. It’s a good idea to include a message in the email template to remind the donor to fill out their shipping address if they are expecting a product to be sent to them. This information will be included in the Data Export.”

    We went through the whole video tutorial again … for the 3rd time (for ID+Membership) and went through the process you list above. We have checked the “shipping” box that was noted from you and ensured we did not have “guest checkout” checked. We still are not seeing the changes we had expected. We cannot tell if it’s us (which we assume is the issue) or if it’s a glitch in the program.

    We are willing to pay an expert to review and fix if you can point us to someone … but are still not up and running as we need to be.

    Payment gateway works fine… but issues still remain where we are not able to capture shipping address for customers. We do not see where an account is being set up for the donor/purchaser as well. (We have tested… everything goes through on PayPal, but nothing comes up in the checkout to fill out any account form. (Again – we need someone to look at it from the back end who is an expert, as this program is new to all of us and we are beyond frustrated at this point.)

    We are using the 500 theme and have ID+Membership.

    What do you suggest? Who can we actually talk to for a quick remedy? Once again, we are willing to pay someone if we can get this attended to quickly… we just need someone to be willing to help.

    Thank you –


    Emily
    Member

    Thank you


    Emily
    Member

    Thank you. I see that this is more complicated than we would like to see. So, my next question would be: If we were to upgrade to your highest level, is there any part of this set up that would make this easier and smoother? We need to ensure we can capture donor information quickly and easily… and also need to ensure PayPal verbiage at check out. AND … if indeed this would be easier at the higher level, if we were to upgrade and use a new theme, would any of this cause us to have to start over? Meaning… would we take a chance of losing any information on the site we have already created?

Viewing 10 posts - 1 through 10 (of 10 total)