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SALESFORCE RELEASE NOTES

Updated

To request an update please have a System Admin grant account login access to "Click & Pledge Support" for 1 week, and post your request here: Installation/Upgrade Request

Supported:


Support Ended:

Salesforce Click & Pay Suite 10.240700xx: July 9, 2024

Release Date: July 09, 2024
Version: Click & Pay Suite v10.240700xx

To request update please grant "Click & Pledge Support" access, through an Admin User, for 1 week and post your request, including your Salesforce Organization Id to request your free upgrade

 

Updates:

  • Salesforce Summer '24 API Compatibility
  • Got ideas?

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Got ideas.jpg

  • Product name customization

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Product creation.jpg

  • Store calendar sorting with date range

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Store product tickets date range sorting.jpg

  • Store - Email messages, Patron Notification messages
  • Store - Notifications

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Store-Notifications.jpg

  • Store - Ticket - Add to Calendar option

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Store-Ticket-Add-to-Calendar.jpg

  • Temporary settlement page - order hyperlinked to 'C&P Transaction' detail page

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Temporary settlement page - order hyperlinked.jpg

  • Autoresponder Clone

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Autoresponder clone.jpg

  • Settings >> VT >> Additional Questions >> Option type >> Addition - Currency, Date, Number Decimal (16,2), Number (18,0)

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-VT Additional Questions OptionTypes.jpg

  • Recurring Updater at admin

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Recurring-Updater.jpg

  • Recurring Updater at, Patron portal

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-Recurring-Updater-Patron-portal.jpg

  • 'C&P pledge' - Batch upload

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-CnP-Pledges-CSV-Upload.jpg

  • 'C&P Pledge', related opportunities upload

ReleaseNotes-SF-ClicknPaySuite-v10-240700xx-CnP-Pledge-related-opportunities-upload.jpg

  • No-cache for about C&P Apps
  • Various bug fixes & UI enhancements

Salesforce Click & Pay Suite Release v10.24030325

Release Date: March 28, 2024
Version: Click & Pay Suite v10.24030325

To request update please grant "Click & Pledge Support" access, through an Admin User, for 1 week and post your request, including your Salesforce Organization Id to: request your free upgrade 

 

Updates:

  • Addition of attendee report

ReleaseNotes-SF-v10-24030325-Store-attendee-report.jpg

  • Addition of Store calendar sorting

ReleaseNotes-SF-v10-24030325-Store-Calendar-sorting.jpg

  • Addition of 'Pending' payment status at, Autoresponder

ReleaseNotes-SF-v10-24030325-Autoresponder-payment-pending.jpg

  • Auto Settlement Opportunity: matching against C&P contact/primary contact. Read more
  • Various bug fixes & UI enhancements

Salesforce Click & Pay Release v10.23090215

Release Date: September 20, 2023
Version: Click & Pay Release v10.23090215

Updates:

  • Auto-assign Existing Opportunity: Launcher >> Settings >> Opportunity >> Opportunity Settlements

ReleaseNotes-SF-v10.23090215-auto assign existing opportunity.jpg

  • Compatibility with Google reCAPTCHA v3: Launcher >> Settings >> C&P Security >> reCAPTCHA

ReleaseNotes-SF-v10.23090215-reCaptcha.jpg

  • At Virtual Terminal addition of, CONNECT Team and Fundraiser: Launcher >> Vault >> Virtual Terminal >> CONNECT

ReleaseNotes-SF-v10.23090215-VT CONNECT Team n FR.jpg

  • Assign CONNECT campaigns to store: Launcher >> STORE/EVENTS >> Store Settings >> Stores >> Locale >> C&P Account

ReleaseNotes-SF-v10.23090215-Store CP Account n Campaign.jpg

  • Enhancements of allowed file types (Most formats are supported, except .exe) : Launcher >> STORE/EVENTS >> Catalog >> Downloads
  • Supported file types: .csv, .doc, .docb, .docm, .docx, .dotm, .dotx, .gif, .jpeg, .jpg, .mp3, .mp4, .pa, .pdf, .png, .potm, .potx, .ppam, .ppsm, .ppsx, .pptm, .pptx, .sldm, .sldx, .svg, .txt, .wll, .wwl, .xla, .xlam, .xll, .xlsb, .xlsm, .xlsx, .xltm, .xltx, .xlw.

ReleaseNotes-SF-v10.23090215-store download products.jpg

  • And various bug fixes & UI enhancements are made in this update.​

Salesforce Winter '24 Compatibility Release

Release Date: October 25, 2023

  • Click & Pay Suite Version # 10.231002xx
  • Event Management Version # 9.231000xx

Updates:

  • Salesforce Winter '24 API Compatibility
  • Event Management v9.231000xx compatibility release
  • GL Report addition

ReleaseNotes-SF-Oct-25-2023-GL report.jpg

  • Addition of, ‘Is Salesforce Campaign Id’ option for Tracker

ReleaseNotes-SF-Oct-25-2023--Tracker.jpg

  • Various bug fixes & UI enhancements are made in this update​

Salesforce Click & Pay Suite Release (February 29, 2024)

Release Date: February 29, 2024
Version: Click & Pay Suite v10.24020309

To request update please grant "Click & Pledge Support" access, through an Admin User, for 1 week and post your request, including your Salesforce Organization Id to: request your free upgrade

 

Updates:

  • Salesforce Spring '24 API Compatibility
  • Stand-alone Patron Portal

ReleaseNotes-SF-v10.24020309-Patron Portal.jpg

  • NPSP Recurring LINK, with C&P Recurring

ReleaseNotes-SF-v10.24020309-CnP-NPSP Recurring Link.jpg

  • Autoresponder new merge tag is added for Internal links <@CnP_InternalLink>

ReleaseNotes-SF-v10.24020309-Autoresponder-Internal links.jpg

Salesforce Click & Pay Suite Release (December 12, 2023)

Release Date: December 12, 2023
Version: Click & Pay Suite v10.23120240

To request update please grant "Click & Pledge Support" access, through an Admin User, for 1 week and post your request, including your Salesforce Organization Id to: request your free upgrade

Updates:

  • CONNECT, link added to launcher

ReleaseNotes-SF-CONNECT-Login-from-C-amp-v10.23120240.jpeg

  • Various bug fixes & UI enhancements

Salesforce Summer ‘22 PaaS Compatibility Release

Release Date: July 27, 2022
Version #: 9.2112290001

Updates:

  • Salesforce Summer ‘22 API Compatibility
  • Bug fixes & UI Changes
  1. Multi currency amount issue at opportunity in transaction detail page, Recurring and Invoice.
  2. Creating campaign member when Opportunity created with amount zero. (Requested feature)
  3. Campaign member created when transaction decline case in beta its not created.
  4. Transactions from (checkout pages) Item ID is 0 in this case Primary Campaign Source is getting same for all Opportunities (not working as per Item SKU). (Reported by: Our Lady of Divine Providence House of Prayer Foundation)

Salesforce Spring ‘22 PaaS Compatibility Release

Release Date: February 28, 2022
Version #: 9.2112280009

Updates:

  • Salesforce Spring ‘22 API Compatibility
  • Added Transaction Campaign at settings
  • Added "Is Salesforce Campaign Id" in the filter option at Transaction Campaign and Primary Campaign settings
  • Bug fixes & UI Changes

Salesforce Click & Pay Maintenance Update

Release Date: August 1, 2023
Version: Click & Pay Release 10.23080000

Complete feature description: Click & Pay Suite (Salesforce App) (clickandpledge.com)

Updates:

  • Various bug fixes & UI enhancements are made in this update.​

Salesforce App Winter 2022 Release

Release Date: January 19, 2022

API Class Library Version #: 9.22010102

  • Salesforce Winter ‘22 API Compatibility

PaaS Version #: 9.2112270007

  • Salesforce Winter ‘22 API Compatibility, ICU locale Compatibility
  • "C&P Settings >> Opportunity >> Primary Campaign Source", moved to "C&P Settings >> Campaign", with enhancements
  • Salesforce Campaign, updating with CONNECT Campaign Alias, Start date, End date, Expected Revenue, Type, C&P account number, URL
  • CONNECT 3.0 Compatibility, with Teams, CONNECT Campaign SKU, Form SKU, and Custom Domain
  • C&P Settings >> Contacts & Accounts >> Match mode >> Fully-automatic Contact Creation [Process existing Temporary Contacts as NEW contacts, if maintenance is enabled]
  • Bug fixes & UI Changes

Event Management Version #: 9.22010103

  • Salesforce Winter ‘22 API Compatibility
  • Minor bug fixes & UI changes

Salesforce PaaS Release 2021

Release Date: September 16, 2021
Version #: 9.2109260103

Minor Bug fixes:

  • Updated Permission sets for fully automatic contact creation mode
  • Resolved an issue with legacy NPSP 2.0 compatibility with the new NPSP 3.0 primary Contact field in the Opportunity record
  • Resolved an issue with updating a cancelled recurring transaction
  • Resolved an issue with displaying the primary currency when Multiple Currency option is enabled

UI Updates:

  • Label change at C&P Setting->VT -> “Send Receipt” to “Send Email to patron” to ensure consistency

Salesforce PaaS Summer 2021 Release

Release Date: August 16, 2021
Version #: 9.2108260004

Updates:

  • Compatibility release with Salesforce Summer '21 release.
  • Resolved an issue with multi-currency conversion with transaction currency and conversion based on Salesforce's default conversion rates. [Reported during Live Support]
  • Resolved an issue with Opportunity reversal (chargeback) and assignment of the NPSP primary Contact and Account field in the new Opportunity.
  • Multiple minor UI issues and enhancements

Announcing Salesforce PaaS Spring 21 Update

Release Date: April 06, 2021
Version #: 9.2104250027

To request update please grant "Click & Pledge Support" access, through an Admin User, for 1 week and post your request, including your Salesforce OrganizationId to: request your free upgrade

Updates:

  • Compatibility update with Salesforce Spring '21 API
  • Salesforce's State and Country/Territory Picklists Compatibility
  • Security compatibility update with Spring '21 standards and changes
  • Resolved an issue when more than 200 autoresponders are present. [Yes! we have a client with over 200 autoresponders.. how they can possibly keep track of it.. is beyond me)
  • Auto trimming the opportunity name when more than 80 chars
  • Temporary Contact potential match disabled when more than 100 scheduled jobs are present. [& yes.. the issue was reported by a client that has created more than 100 jobs]
  • Assigning the required permissions to the default record owner of the Site guest user, through, "C&P Settings >> Maintenance >> Assign Permission to the Guest User"
  • Data Repost / Re-process and maintenance deletion of an order number will now delete the associated C&P Contact Alias.
  • Addition of a new field to the "C&P Autoresponder Log Details" for Order Number. This field is a TEXT field to help with deletion of transactions and orders, allowing for tracking of already sent Autoresponders.
  • To avoid errors, when proper permissions are not assigned to the user, the Process button for the C&P Temporary Contact page will be hidden with a message indicating which permission sets are missing. The user processing the C&P Temporary Contact has to have the following permission sets assigned:
    • Either PS-CnP-PaaS-ONLY-TemporaryContact OR PS-CnP-PaaS-All-Permissions
    • Standard object permissions for the following objects: Contact, Account, Campaign, Opportunity, Product, Price Book.

Salesforce Donor Management Release: Winter 21 Update

Release Date: December 17, 2020
Version #: 9.2012240006

To Upgrade: Please submit a free upgrade request here: request your free upgrade [& make sure to include your Salesforce Organization Id and grant Click & Pledge Support access for a week]

IMPORTANT NOTE: This update is required for instances that use the Autoresponder or Event. Releases prior to this release will no longer be able send email since the provider has been updated to enhance stability.

New Features:

  • C&P Settings > Opportunity > Create an Opportunity for Reversals (Default value unchecked): If checked, a negative opportunity will be created for the net amount credited transaction. For disputed transactions that have incurred a fee by the gateway, an opportunity will be created with a negative amount for the charged fee. The opportunities are created when the gateway deposit information posts to Salesforce. Stages for both of these opportunities are set as customized in the C&P Settings > Opportunity > Stage section.
  • Autoresponder may be set to not send email to contacts who have opted out of receiving email. A new field has been added to the Autoresponder setting with the label "Do Not Send Email if Opt Out. The Contact > Email Opt-Out field will be checked by the Autoresponder and if the field is checked, the Autoresponder will not be sent. The value for this field for all existing Autoresponders is set to Un-checked for backward compatibility. (Client Requested)
  • Compatibility with the latest Double The Donation (DTD) 360MatchPro: Integration with DTD has changed due to the company's product update. The free integration no longer works as the company has stopped offering the feature. Organizations interested in using the DTD matching gift features need to apply for the 360MatchPro product. For pricing & setting up an account please contact Double the Donation for details. Once the DTD account has been set up please go to the CONNECT 3rd Party integration and re-establish the Salesforce connection. Read more: Double The Donation
  • C&P Settings >> Virtual Terminal >> Payment Methods >> Payment Methods >> Card On-File: The new feature allows for hiding the Card-on-File from the Virtual Terminal when processing a transaction. Organizations have asked for this feature so their volunteers cannot use the feature when processing credit cards.

Enhancements & Updates:

  • Enhancing post-installation steps by automating majority of the steps through the Settings > Maintenance feature.
  • Settings >> Maintenance >> Assign permission to the Guest User: The new enhancement makes assigning permissions to the site guest user easier when a new site is created.
  • Switching the email provider to enhance stability. The switch requires all instances that use event registration email or Autoresponder to upgrade immediately. Prior releases will no longer be able to send emails.
  • Bug fixes & UI enhancements

Salesforce PaaS Update: Summer 2020 release

Release Date: September 29, 2020
Version #: 9.2009230016

To request upgrade assistance please post the request here: request your free upgrade

New Feature:

Updates:

  • Addition of Zoom Meetings/Webinar information in C&P Transaction
  • Addition of Asynchronous processing of Temporary Contacts when any of the Account, Contact, or Opportunity objects include more than 100 custom fields. Asynchronous processing is automatically set during post installation if the count of custom fields is greater than 100 for any of the stated objects.
  • Bug fix: Issue credit in a recurring transaction with expired credit card. Some banks allow for credit to be issued on an expired credit card. With this update, recurring transactions whose card have expired may be credited back.
  • Update to the GoToWebinar API
  • Addition of new ProPay settlement reports
  • Additional Site Guest User permission sets as required by the new Salesforce security standards.
  • Behavior Change:
    • Opportunity name customization will work for the opportunities created for Tax, Shipping, Discount, Convenience Fee, with SKU BLANK condition.

Bug Fixes:

  • Bug fix: Default record type for the Account. (Client Reported)
  • Various UI changes, bug fixes and performance enhancements.

Post install steps:

  • To complete the post-installation steps, it is required to click on the ‘Sync for Updates’ button at C&P Settings >> About C&P Apps.

Salesforce PaaS Update: Spring '20 Release

Release Date: March 31, 2020
Version: 9.2004220013

Release Notes:

  • It is important that connection is re-established after the upgrade. Important information is exchanged between Salesforce & CONNECT as part of this update. To establish connection, please follow the steps listed in the KB article: https://support.clickandpledge.com/hc/en-us/articles/36951519191195-CONNECT-Third-Party-Integration#Salesforce
  • C&P Data will be processed AFTER INSERT, processing as Queueable handler, as compared to BEFORE INSERT in the prior releases. This change ensures all data post to Salesforce prior to any action or triggers acting on the data.
  • C&P Data will no longer be inserted in Salesforce by CONNECT but will post to a trigger that manages all external / internal interactions with C&P apps.
  • C&P Data Re-post: Prior to this release the C&P Data was being deleted and re-inserted for Re-Processing of the posted data. This action was changing the Record ID of the C&P Data. In this release the data will not delete but will re-process ensuring the Record ID is intact and as such matches the record originally saved in CONNECT. Addition of "Replace answer with blank" as a condition in the custom question mapping.
  • Maintenance > Auto process C&P Temporary Contacts if Contact exists: Change of processing interval from 3 hours to 5 minutes.
  • C&P Data Re-Post: Prior to this release duplicate posts were being ignored. In this release a duplicate will force delete the existing data and re-processes the transaction.
  • C&P Account: The notification list and other account information will post from CONNECT. Error notifications will be sent through Salesforce using the email list as provided in CONNECT. To change the notification list, the update needs to be made in CONNECT.
  • C&P Recurring > Edit Credit Card Info: Option to send a receipt with $0 pre-authorization to the card holder.
  • C&P Temporary Contact > addition of the C&P Data Info to help with reviewing any errors that may have occurred during processing. The information also includes a link to the C&P Data record.
  • C&P Data > addition of the C&P Temporary Contact as a related list to help with cross checking of created records.
  • C&P Transactions > Issue Credit: Prior to this release expired cards could not be credited as it was assumed that the credit will not work. Some issuing banks allow for expired cards to be credited and while it is not possible to know with 100% certainty which cards allow for credit to be issued when expired, trying to issue credit will either authorize or decline.
  • C&P Data > Custom Question nodes: Addition of CDATA tag to the custom question nodes allowing for special characters, e.g. &, in the answers.
  • C&P DATA new nodes added: New nodes added for ProPay (ONLY) settlement report information as well as bounced and ACH returns for eChecks transactions.

HTML Code:

<BatchSummary>
<Deposit>
<SweepBatchID>2370901</SweepBatchID>
<TransactionDate>2018-06-04 14:51:38</TransactionDate>
<FundDate>2018-06-05 01:05:15</FundDate>
<SweepDate>2018-07-20 00:00:00</SweepDate>
<GrossAmount>1.00</GrossAmount>
<DiscFee>-0.04</DiscFee>
<PerTrans>-0.35</PerTrans>
<NetAmount>0.61</NetAmount>
<ResponseCodeDescription>Approved and completed.</ResponseCodeDescription>
</Deposit>
<Refund>
<SweepBatchID>2370901</SweepBatchID>
<TransactionDate>2018-06-06 14:24:49</TransactionDate>
<FundDate>2018-06-06 14:24:49</FundDate>
<SweepDate>2018-07-20 00:00:00</SweepDate>
<GrossAmount>-1.00</GrossAmount>
<DiscFee>0.00</DiscFee>
<PerTrans>-0.37</PerTrans>
<NetAmount>-1.37</NetAmount>
<ResponseCodeDescription></ResponseCodeDescription>
</Refund>
</BatchSummary>
  • Cosmetic: Change of C&P Data > C&P Data ID > Display Format from "Transaction-{auto number}" to "CnP Data-YYMMDD-{auto number}". The change will help with identifying C&P Data records in the recycle bin, if deleted.
  • Cosmetic: Coloring a deleted mapped record in red to help with identifying missing maps.
  • Optimization for Salesforce Spring '20 release
  • Legacy connection to Salesforce using UserId, Password, and Token will no longer be supported. Backward connectivity with legacy portal will be removed.
  • Additional permissions added to the Site Guest User permission set to accommodate the new Salesforce security features.
  • Salesforce Site's new "Site Guest User Default Owner" field will pass to the transaction as the "Processed By" user.
  • Invoice: Items with zero quantity will not post for processing and will be ignored.
  • Invoice: Invoice Date & Due Date will no longer show time as part of the format.

⬆️ Back to Top

Salesforce PaaS Update: Enhancements and Bug Fixes

Release Date: December 16, 2019
Version #: 9.1912210014

Updates:

  • Compatibility with Auctions for Salesforce: Addition of “Opportunity Id” to the URL parameters in the Auction setting. Once added the existing Opportunity will be updated when the payment has been made. This update will not create 2 opportunities as was being done before this update.
  • Embedded Virtual Terminal: A new button has been added to the layout as: “Update AuctionSettings”. Clicking the button will update the auction settings with proper URL parameters.
  • Removal of 100 items picklist limit in the Settings > Custom Mapping.
  • Mailchimp compatibility update for their new API release. (Reported by Client)
  • UI changes and minor bug fixes
  • Compatibility with Salesforce Winter ’20 API

Release Salesforce PaaS: Summer 2019 Compatibility and Bug Fixes

Release Date: July 9, 2019
Version #: 9.1907200001

To request update please post to the upgrade assistance channel: request your free upgrade -- PLEASE make sure we have access to your instance by granting "Click & Pledge Support" access to your instance. We also need your Salesforce Organization ID.

New Features:

  • Compatibility update with Salesforce Summer '19 API Version
  • Resolved an issue with the CK Editor in Salesforce with Summer '19 update.
  • Resolved an issue with the Autoresponder images not loading after Summer '19 update.

Salesforce PaaS Minor Update: MI Not Mapping in Custom Object

Release Date: June 11, 2019
Version #: 9.1905190013

Updates:

  • An issue has been reported about Contact Matching when Middle Initial is being used and mapped to a custom field. This is not an urgent update and there is no need to update to this release if the instance is not mapping the MI to custom fields.
  • Minor UI changes to the Virtual Terminal.

As a matter of policy we will upgrade all new upgrade requests to this version.

Salesforce PaaS Update: SMSgiving and Enhancements

Release Date: May 21, 2019
Version: 9.1905190009

New Features:

  • Addition of default text for issuing credit message.
  • Change of UI position of "Charge Date" in the virtual terminal to remove the options that are not available based on future or past dates.
  • Custom Payment Type: Only past and present transactions are allowed while no future date transaction may be processed.
  • Addition of Order Number to the Contact Alias record. This addition helps with identifying which alias was created based on which transaction.
  • Addition of the credit card decline reason to the C&P Transaction. The new field: "Status Detail" shows the message from the gateway in response to the transaction response. The details of a credit card decline will be listed in this field. [See: https://powerofus.force.com/s/questi...-detail-layout]
  • Resolved an issue with Tax calculations in the Virtual Terminal when a discount was being applied.
  • SMSGiving:
    • Additional information listed in the C&P Transaction for SMSgiving payments.
    • Phone numbers associated with the SMSgiving transactions are mapped automatically to the Contact's mobile phone number.
    • In the absence of email address in the SMSgiving transactions, the contact will be matched based on the last name and mobile phone number.
    • Alias records created through SMSgiving are automatically set to map to the Contact's mobile phone number.

Salesforce Update: PaaS 9.1902180000

*** Starting October 1, 2018 data will NO LONGER post to versions that are more than 1 year behind. Updating to the latest release is free and upgrades are done at no cost. ***

Release Date: February 13, 2019
Version: 9.1902180000

Updates:

Bug Fixes:

  • Opportunity customized name follows the "Opportunity Amount" per settings. In the prior release if the Opportunity Amount was set to be "Amount minus Discount" the customized name was still using the Total Amount. In this update the Opportunity Amount will be set as Amount minus Discount.
  • Invalid Salesforce Campaign ID's posted from external sites will be ignored rather than generate an error.
  • Resolved an issue with the Mailchimp Integration after their release of their new API.
  • Resolved an issue with the assignment of correct stage to Pre-Authorized transactions was being affected by the response from certain gateways.

Salesforce PaaS Release 9.1812170007

Date: December 13, 2018
Version #: 9.1812170007

New Features / Updates:

  • Compatibility update with Salesforce Winter 2019 API
  • Addition of the Salesforce Campaign ID node to Transaction and Item Campaign.
  • ProPay Accounts: Receive daily settlement report for all transactions. Additional fields are displayed in the C&P Transaction page for those transactions that have settled.
  • Addition of 2 reports to the Salesforce standard report for ProPay settlements. The reports are: Daily ProPay Bank Deposit, Daily ProPay Bank Reversal
  • Custom Question & Answer validation allows for all characters except < > ; &
  • Contact lookups allow for searching with the 15- or 18-characters Salesforce Contact ID. This resolves issues when the number of contacts with the same first and last name exceed 20, which is the limit on the number of contacts shown in a pull-down menu. Reported: https://cnp.mn/2EqGp8P
  • Addition of PS-CnP-PaaS-Connected-User-ONLY: Connected User permissions accessing C&P PaaS objects. Additional permissions needed for CREATE / UPDATE / READ to standard objects: Account, Contact, Opportunity, Product, Campaign, Campaign Member.

Bug Fixes:

  • Several minor bug fixes are included in the release.

Free Upgrade & Review:

We love to have our clients upgrade to the latest release and as such we provide free upgrade and review of the account. To request free upgrade to the latest release, please follow the steps listed below:

  1. In Salesforce, grant login access to Click & Pledge support. Read how: https://support.clickandpledge.com/hc/en-us/articles/36983733885339 
  2. In your instance please retrieve the Salesforce Organization ID: Read how: https://support.clickandpledge.com/hc/en-us/articles/36983733885339
  3. Once access has been granted, submit the upgrade request here: request your free upgrade [Make sure to post the Salesforce Organization ID with the post]

In requesting the upgrade knowing your Salesforce Organization ID and having access before posting the request will save a lot of time as without those we cannot find your account and cannot login to the account. Please make sure the information is included with the upgrade request.

Salesforce PaaS Summer 2018 Update

Version #: 9.1808160013
Release Date: August 27, 2018

IMPORTANT NOTE: Starting with this release, per previous announcement, data will no longer post to Payment-as-a-Service app versions that are more than 1 year old. Starting October 1, 2018 data will no longer post to version Release Release Release 9.1709110011 [released September 22, 2017] and earlier.

Updates:

  • New Features:
    • Addition of Salesforce Campaign ID for Line items in the Virtual Terminal: The button used in the Campaign to open the Virtual Terminal will add the campaign ID to the Items as well as the transaction. The new parameter, ItemSFCampaignId, is part of the Virtual Terminal URL and may be removed by creating a new custom button if the campaign is not needed for each item. The item campaign takes priority over the default setting in the virtual terminal, if present.
    • Addition of Transaction Campaign to the C&P Settings > Campaign > Primary Campaign as an option to be customized through various SKU filters.
    • C&P Transaction detail page shows information about pledgeTV transactions
    • C&P Transaction detail page shows details of deposit information for each transaction. This information is ONLY visible for accounts using the ProPay gateway.
    • Two new reports are available for ProPay gateway transactions with details of Deposit & Withdrawal for daily deposits.
    • Addition of the "Recurring Installment Number" to the Opportunity. The information will update all legacy records using the post-install script.
    • Salesforce API version update
    • Addition of Tracker as a filter for C&P Settings > Opportunity: Primary Campaign Source, Customize Name, Record Type, Contact Role customization.
  • Bug Fixes:
    • Resolved a bug in the eVT when the one-to-many account type (bucket) is used in the presence of NPSP.
    • Resolved an issue with processing a transaction when 30K+ contacts with the same name and no email are present and the Contact ID is present in the posted data.
    • Resolved an issue with the campaign lookup not showing correctly when displaying on a low resolution monitor.
  • New Behavior:
    • Transaction campaign from Connect will no longer populate the Opportunity campaign. The new C&P Setting feature will provide a more flexible method for doing this.
    • In the virtual terminal the STATE / PROVINCE is no longer mandatory since some countries do not have any states.
    • Allowing campaign source for Opportunity > Product option. This feature was not available prior to this release but with the new option one may set up the campaign for the single opportunity that is being created.

Salesforce Update: PaaS 9.1804150008

New Features / Updates:

  • C&P Settings > Maintenance: A new feature has been added for processing Temporary Contacts automatically every 3 hours. The new process will resolve the Temporary Contact if the contact is found. A use case includes having a lot of contacts pending processing in the C&P Temporary Contact and manually adding the contacts without processing the Temps. Given the contact exists, the new process will identify the contact and will settle the contact without manual intervention. To enable go to: C&P Settings > Maintenance. The option is not available when the Contact Matching is set to "Fully Automatic" in the presence of NPSP and if the Matching is set to "Manual".
  • Various post-installation steps are now included in the C&P Settings > About C&P Apps. Checking for the new release will check the post-installation to ensure all settings, that can be checked, are correct. It is recommended for the synchronization to be verified after each upgrade.

Bug Fixes:

  • A correction update has been made to the <ChargeAmount> node in the C&P Data. The old node <ChargAmount> (missing e) will be deprecated in a future release.
  • Back dated transactions posted using custom payment type were being posted with conversion to the connected time zone. This had resulted in incorrect conversion. The issue was also present for pre-authorization transactions. These transactions post without any time and are posted as the DATE only. Converting from Eastern Time to other time zones that are behind ET resulted in posting of the transaction as the previous date.
  • Items with NO Salesforce Campaign assigned will NOT be assigned any campaign. In the previous releases the Transaction campaign was being assigned to the Item campaign resulting in inconsistencies.
  • Various UI enhancements & minor updates.

Behavior Change:

  • Items with NO Salesforce Campaign assigned will NOT be assigned any campaign. In the previous releases the Transaction campaign was being assigned to the Item campaign resulting in inconsistencies. This change may result in a behavior change from past releases if the transaction campaign was considered for item campaign.

Salesforce PaaS Update: 9.1803140100 - Permission Set Site Guest User

Release Date: March 20, 2018
Version #: 9.1803140100

Updates:

  • Removal of the Opportunity Stage for invoice. This was kept as a legacy feature and is no longer supported, given invoice has been moved to the Custom Payment type.
  • Added updating/setting Ownership permission to the site guest user, minimizing post-installation steps.

Salesforce Update: PaaS 9.1803140007

Release Date: March 12, 2018
Version #: 9.1803140007

Updates:

Salesforce Update: PaaS 9.1802140003

Upgrade assistance is available at no cost & typically takes a day to complete. Please submit your upgrade requests to the forum at: Salesforce Upgrade Assistance

Release Date: February 21, 2018
Version #: 9.1802140003

IMPORTANT INSTALLATION NOTE:

Prior to the installation of the PaaS application the following manual changes need to be made. If these fields are not set up the installation will fail.

  • Go to Salesforce Setup
  • Left hand menu: App Setup > Create > Objects
  • C&P Transaction object: edit & check the field for "Track Field History"
  • C&P Recurring: edit & check the field for "Track Field History"

The tracking history for both of these objects will be set for a few specific fields through the post installation script. Additional fields may be added manually if needed, with a maximum of 20 according to the Salesforce limitations per object.

Upon completion of installation of all apps go to C&P Settings > Maintenance and synchronize the update making sure all apps are up-to-date.

New Features & Updates:

  • Salesforce Spring '18 compatibility update
  • Tracking the virtual terminal user processing a transaction. Charges made by a user will track the "User Name" of the user in the transaction record. (Requested by Customer)
    • New fields added to the C&P Transaction object:
      • Processed By: CnP_PaaS__Processed_By__c
      • Credit Processed By: CnP_PaaS__Credit_Processed_By__c
    • The tracking includes:
      • Credit card number update for the recurring transaction
      • Charge Next for the recurring transaction
      • Issue credit
      • Virtual Terminal processing of payment
  • Activity History enabled for the following objects:
    • C&P Transaction
    • C&P Recurring
  • C&P Recurring:
    • New field: Credit Card Expiration Date [CnP_PaaS__Credit_Card_Expiration_Date__c]
      • The new field saves the card expiration date as a date field. Prior to this release the card expiration date was being saved as a TEXT field only given the expiration dates are provided as Month & Year. In this release the date field is being saved as the last day of the month which is a logical choice, even though it is not provided with the card. The post-installation script updates this field for all saved transactions making it possible to run Salesforce reports based on the card expiration date. Moving forward the existing field as well the new field will be updated with each transaction.
  • C&P Transaction:
    • New field: Credit Card Expiration Date [CnP_PaaS__Credit_Card_Expiration_Date__c]
      • The new field saves the card expiration date as a date field. Prior to this release the card expiration date was being saved as a TEXT field only given the expiration dates are provided as Month & Year. In this release the date field is being saved as the last day of the month which is a logical choice, even though it is not provided with the card. The post-installation script updates this field for all saved transactions making it possible to run Salesforce reports based on the card expiration date. Moving forward the existing field as well the new field will be updated with each transaction.
  • Virtual Terminal Settings: The limit for the custom question picklist has increased from 500 to the maximum value of the Salesforce's field character limit which is 32,768 characters. It is important to point out that each option in the picklist cannot exceed 500 characters.
  • C&P Transaction: Owner may be edited and changed to another user.
  • C&P Pledge: Addition of the "Created Date" to the layout
  • Addition of the following application names to the transaction data when transaction is made through the virtual terminal:
    • Single Transaction: Salesforce:CnP_PaaS_VT_Single
    • File Batch Processing: Salesforce:CnP_PaaS_VT_FileBatch
    • Report Batch Processing: Salesforce:CnP_PaaS_VT_ReportBatch
    • Quick Charge through the Contact: Salesforce:CnP_PaaS_VT_QC
    • Recurring transaction Charge Next: Salesforce:CnP_PaaS_Recurring
    • Invoice: Salesforce:CnP_PaaS_Invoice
  • Bug Fixes:
    • Autoresponder: The autoresponder year was previously set to the "Week Year" rather than "Calendar Year". This has been fixed by changing YYYY to yyyy in the application.
    • Invoice: Addition of custom payment type reference to the invoice payment page.
    • Invoice: An issue with defining the custom payment type in the invoice policy.
    • Transactions posting as declined using the custom fraud policy, will post with both the authorization and credit in the same C&P Data This combined post was creating an issue with creating the transaction. The issue has been resolved by tracking both actions.
    • Custom Question Mapping: The transaction date used for Opportunity mapping was using the server time zone (EST) rather than the client time zone as set in the Salesforce User Time Zone for the following user types:
      • Transactions processed by finding the Contact or if in Fully Automatic contact matching mode: The user is the "Connected User" as defined in the Connect platform. The time zone associated with this user will be used for customization.
      • Transaction processed by the C&P Temporary Contact: The user is defined as the processing user that is logged in. The logged in user's time zone will be used for customization.
      • Invoice contact lookup field auto-fill was not matching the C&P Settings > Contacts & Accounts > Mapping Fields.

Salesforce PaaS Update: Middle Initial and Minor Updates

Release Date: December 18, 2017
Version #: 9.1712130006

Updates:

  • Addition of Middle Initial per Salesforce Settings. The update handles the addition of contact's Middle Initial in Connect forms to comply with regulations for charitable contribution in Canada.
  • Addition of recurring report: C&P Recurring Transactions located in the Salesforce standard report > "C&P PaaS Reports" folder.
  • Various bug fixes & UI enhancements

To Upgrade:

Click & Pledge offers free upgrade assistance service. To request upgrade please submit the request to the Salesforce Upgrade following steps outlined in the help article: https://support.clickandpledge.com/hc/en-us/articles/36983733885339-Install-or-Upgrade-Click-Pledge-Apps-in-Salesforce

Release: Salesforce PaaS 9.1711120009

Release Date: November 20, 2017
Version #: 9.1711120009

Updates:

  • Resolving issues with the tabs that were not appearing in the Lightening mode.
  • Minor Bug fixes & UI enhancements.

Release: Salesforce PaaS 9.1710120004

Release Date: October 26, 2017
Version #: 9.1710120004

New Feature:

  • Contact lookup now includes the address & phone number of the contact in the suggestion list in the following sections. [Requested: https://powerofus.force.com/_ui/core/chatter/groups/GroupProfilePage?g=0F980000000CjpC&fId=0D58000003gZfzV ]
    • C&P Temporary Contacts
    • Invoice
    • Virtual Terminal
  • Salesforce Winter 2018 compatibility updates

Bug Fixes:

  • Minor bug fixes & UI enhancements

Salesforce PaaS Release: 9.1709110011

Release Date: September 22, 2017
Version #: 9.1709110011

Important Notices:

  • Canadian Accounts: Due to incompatibility with new features accounts that are using gateways other than iATS will not be able to upgrade to the latest release. Please contact support and start the migration to the iATS gateway by applying for a new account.

New Features:

  • NPSP Integration:
    • Matching Gift: DoubleTheDonation integration values update the NPSP's matching gift fields in the Account and Opportunity record.
    • Household/Account Matching: Temporary Contact now allows for matching the Household of another contact when a new contact is being created. Example: John Smith is a new contact in Temp but his wife, Susan Smith is already in Salesforce and assigned to the Smith Household. John Smith new contact will be assigned to Smith Household when created if matched in the Temporary Contact options.
  • C&P Settings > Opportunity > Custom Name: Addition of the C&P Account Number as a variable.
  • Addition of Account Nickname to the C&P Settings > C&P Accounts
  • C&P Designer:
    • Addition of the C&P Account Description (as added in the C&P Settings > C&P Account) as a variable in the designer.
    • Campaign object is now accessible in the designer for the Transaction Campaign.
    • Connect > Fundraiser: First name, last name, email, and alias available
  • Autoresponder > Mail To: Fundraiser email
  • C&P Account Number Matching [available ONLY with multiple C&P accounts present]: A new option is available for matching Contact, Account, Opportunity with C&P Account Number. This option is by request of clients that act as an umbrella organization for many other organizations, all of whom use the same Salesforce instance. In this use-case each organization needs to see only the contacts and opportunities that are related to payments to their respective organizations. Once activated in the C&P Settings > C&P Contacts & Accounts > Match Mode - all lookups for Contact as well as C&P Temporary Contact and Account will show only those matches that have the C&P Account Number associated with them. This option is ONLY available when multiple accounts are present in the C&P Settings > C&P Account tab.

      The following changes are made to the previous behavior:

    • Upon installation a new field will be added to the Contact, Account, and Opportunity Object

    • The post-installation script will add the C&P Account Number of the last transaction made by the Contact to the Contact record as well as the associated Account. All opportunities will also have their C&P Account Number filled with the transaction account number.

    • Virtual Terminal: Contact lookup will ONLY look up the Contacts that are associated with the selected Account Number.

Bug Fixes:

  • Custom Question mapping field size increased to 200 characters (from previous 80 characters) and the answer field size increased to 500 characters (from previous 255 characters).
  • Primary Campaign Source will be deleted if the opportunity is credited / cancelled.
  • Designer editor image browsing was crashing when more than 1000 files were in the folder. The browse is now limited to the first 1000 files as sorted alphabetically in the folder.
  • Maintenance:
    • Deletion of the orphaned Contact Alias records
    • Deletion of the transaction-less recurring records if the last transaction in the recurring family has been deleted.

Release Salesforce PaaS 9.1705100003

Release Date: May 30, 2017
Version #: 9.1705100003

New Features:

  • Addition of the Virtual Terminal button to the Salesforce Case layout: Transactions may now be linked to a Case.
  • Opportunity Naming: The following additional fields are now available as part of the naming customization:
    • Amount
  • Recurring Transactions may now be credited for a cancelled recurring.
  • Addition of Custom Question / Answers to the C&P Temporary Contact.

Bug Fixes:

  • Blocking double click for setting the temporary contact.
  • eCheck future date transaction blocks transactions prior to the 7-days blackout period per the NACHA regulations

Upgrade Assistance:

Complementary upgrade assistance is available. Please submit your request using the Upgrade here: request your free upgrade

Announcing Salesforce PaaS Spring 2017 Release

Release Date: March 20, 2017
Version #: 9.1703090007

New Features:

  • C&P Transaction may be edited and an authorized transaction changed to a declined transaction. The update helps with eChecks that may decline after the initial authorization or a disputed credit card transaction.
  • C&P Temporary Account listing is now sorted based on the custom name instead of the account number.
  • Autoresponder send time in minutes has been removed since Salesforce does not offer the precise sending of the emails. The time is now limited to hours.
  • Addition of ItemID to the Opportunity Product object.
  • Removal of Processing Fee node from the C&P Transaction
  • Contact & Account Record Type may be set by C&P Account Number.
  • Addition of a checkbox for sending the autoresponder to C&P Data, in case of a re-post.

Bug Fixes & Enhancements

  • New Order Number compatibility in the C&P Maintenance
  • CK Editor image upload issue after the latest Salesforce update.
  • Updated Salesforce API compatibility
  • Card-on-File listing based on the last used descending order.

Salesforce PaaS Release 9.1612080007: New Features & Enhancements

Release Date: December 22, 2016
Version #: 9.1612080007

Complementary Upgrade Service:

To request upgrade:

New Features:

  • Double The Donation Temporary Account Notification: Notification may be set for "Temporary Account" for matching company names as posted by the "Double the Donation" integration.
  • Connect Campaign: Addition of Campaign forms to the Virtual Terminal. Transactions will post to the selected campaign and the associated form so the transaction is included in the form's statistics. The option is included as show/hide in the VT settings.
  • Pledge Stage: A new field shows the stage of a pledge as either "Not Fulfilled" or "Fulfilled". The fulfilled stage is automatically set when the remaining balance is less than or equal to 0. The stage will also appear in the tab view.
  • Pledge Status: Addition of "Cancelled" as a status.
  • Total Paid field added to the Pledge object allowing for inclusion of the total payment in the report.
  • Alias: Copy to Contact & Delete: The addition allows for copying an alias to the Contact record and automatically deleting it in single action. See: https://powerofus.force.com/0D580000034bCNs
  • Campaign LIFT Links now provide contact information as part of a new set of links titled "Campaign Lift URL Autocomplete". The link provides a link that will autocomplete the form with existing contact information.
  • Addition of Connect Forms for Campaign LIFT

Bug Fixes:

  • Country & State picklist compatibility with the NPSP & Salesforce's country/state picklist.
  • Virtual Terminal validation for card reader data.
  • Recurring detail page: Installment count mismatch in case of a declined transaction.
  • Autoresponder image issue caused by Salesforce's change of service end point with custom domain.
  • Resolving an issue with Custom Mapping when a custom field had the same name as a C&P field.
  • An issue has been brought up for a case where a recurring contact has been deleted and future recurring transactions are posting in the absence of the original contact. The modification will accommodate for this possible scenario.

Enhancements:

  • About C&P Apps: Release date of each app is now being listed helping with identifying each release.
  • SKU field has increased to 255 characters.
  • Several UI enhancements & performance improvements.
  • Application version numbering scheme has changed to the following format:
    • Example: 9.16 12 08 00 06
    • Format:
      • 9 = Main version number
      • 16 = Last 2 digits of the release year
      • 12 = Release month
      • 08 = Minor version number
      • 00 = bug fix release count
      • 06 = Internal release count for each update

Salesforce PaaS 9.7010: Compatibility Release for Connect 2

Release Date: October 5, 2016
Version #: 9.7010

This release includes a number of updates to the emails and logo and as such requires cleanup in various areas in the instance. We ask that you submit a case in the forum in the Upgrade Assistance area so we can review, install, and clean up the instance. Please post your request to the proper channel: https://cnp.ooo/Salesforce-Upgrade

New Features:

  • Advanced feature (developers only): Two new parameters are available for the Virtual Terminal URL. Addition of these parameters to the URL will hide the respective fields from the virtual terminal UI.
    • C&P Account Number: CnPAID
    • Processing Type: ProcessType [single, report, batch]
  • The following fields are added to the Recurring object:
    • Campaign
    • CnP Account Number
    • Account last 4 digits
    • Credit Card Name
    • WID
    • URL Referrer
    • Tracker
    • Payment Type
    • Card Expiration
  • ACH / eCheck pre-authorization is now available for supported gateways.

Enhancements:

  • WID field length increased to 40 characters for Connect 2.x forms WID.
  • Addition of Account to the Opportunity created through the C&P Invoice.
  • Update of the Click & Pledge logo.

Behavior Change:

  • Removal of the C&P Import functionality. This feature will be replaced with batch post through Connect in a future release.

Announcing Salesforce PaaS Release 9.6006

Release Date: September 9, 2016
Version #: 9.6006

Free Upgrade:

  • Free upgrade service is available and may be requested by submitting the request to: https://cnp.ooo/Salesforce-Upgrade
  • Please make sure we have access to your account & also post your Salesforce Organization ID with the post. Instructions are provided at the top of this page.

New Features:

  • Addition of EFT for Canadian clients using the iATS gateway. (Requested by Customer)
  • Autoresponder clone for duplicating an existing Autoresponder. (Requested by Customer)
  • Addition of “Contacts with C&P Contact Alias” in the Salesforce reports
  • Addition of new MasterCard 2-Series Number BINs. See: https://www.mastercard.us/en-us/issuers/get-support/2-series-bin-expansion.html
  • Addition of the account gateway in the C&P Settings > C&P Accounts tab
  • The following 2 fields are added to the campaign member for the LIFT feature.
    • C&P Start Value
    • C&P Increment

Enhancements:

  • Autoresponder will be sent regardless of Opportunity creation option. Prior to this release, if Opportunity was set not be created in the C&P Settings the Autoresponder was not being sent.
  • Connect campaign picklist in the virtual terminal instead of manual typing. Using this feature, all active Connect campaigns will show in a picklist allowing for easy selection. Payments processed will post to the selected Connect campaign updating its statistics.
  • Addition of the phone number to the SMS Autoresponder list view.

Bug Fixes:

  • Resolved an issue with the Temporary Contact settlement with Contact lookup. (Reported by Customer)
  • Matching gift record type was not being set correctly in certain conditions. (Reported by Customer)
  • Opportunity product name customization was not being correctly set in case of a matching gift opportunity with Double the Donation.
  • Recurring installment number was not being updated correctly when recurring transactions were being cleared from the C&P Temporary Contact.
  • Addition of a space after concatenation of Address1, Address2. (Reported by Customer

Announcing Release of Salesforce Payment App. Release 9.5011

Release date: July 27, 2016
Version #: 9.5011

New Features:

  • C&P Designer: Addition of Account fields.
  • Opportunity Stage: Addition of Opportunity Stage for each custom payment type. New stages may be added for any custom payment type with a default, catch all, for the ones not specifically listed.
  • Salesforce Activities: Addition of activity for C&P Transaction, C&P Pledge, and C&P Recurring. The list of all activities added will show as a related list on the page.
  • C&P Pledge: Addition of a standard report for Pledge.
  • Field Sets added to C&P Transaction, C&P Recurring, and C&P Pledge custom VF tabs.
  • Salesforce Report:
    • Pre-authorized future transaction report is now available allowing for filtering based on date.

Enhancements:

  • C&P Settings > Accounts: addition of connection type for multi-account instances. The type includes direct or shared based on C&P connection type.
  • Contact Alias > Graying the fields that are unchecked and not being updated. The UI change is based on customer request to minimize confusion.
  • C&P Settings > Analytics: If disabled all existing Patron Rank values will be deleted.
    C&P Recurring> Modifications in when various buttons are available for updating, charging next, cancelling the recurring transaction.
  • Autoresponder recurring message changed to match the standard receipt
  • Increasing the display limit of Autoresponder listings to 1000.

Bug Fixes:

  • An issue was reported for a recurring transaction whose contact has been deleted after the first recurring. In the absence of the original contact, the system was throwing an exception. In this update the system will set the contact per C&P Settings, if the original contact is not found.
  • Temporary Contact processing generates an error when the email has an apostrophe. (Reported by Customer)
  • Batch import has an issue with non-US date formats. (Reported by Customer)

Announcing Release of Salesforce Payment App. Release 9.4017

Release date: June 15, 2016
Version #: 9.4017

Preview Webinar:

Upgrade Instructions:

  • You may upgrade the applications through the C&P Settings > About C&P Apps. Click & Pledge also offers complementary (free) upgrade service. To request upgrade please grant us login access and post your request to the Salesforce Upgrade Assistance channel (https://forums.clickandpledge.com/fo...ade-assistance)

New Features:

  • Virtual Terminal > Report Batch Entry: Salesforce reports may be used for processing a new transaction. The Order Number of a previous order may be used as the basis of a transaction allowing for processing using the same payment method used for the previous order to be used for a new transaction.
  • C&P Temporary Contact: Allowing for multiple Temporary Contacts to be settled at once. Once the contacts are selected as matches they will settle in the background with delay to avoid race conditions with NPSP and other apps. The feature helps with the event when the registrant and attendee is the same person.
  • Send SMS to a lead with a mobile phone number.
  • Campaign ID may be used in the URL to the Virtual Terminal to be used as the primary campaign for the transaction. A new Virtual Terminal button has been added to the Campaign layout to allow for processing payments as part of the campaign.
  • Double the Donation: Opportunity setting for Account & Contact
  • Autoresponder:
    • Email:
      • Addition of "Activity History" option with each autoresponder.
      • Addition of "Cancel Recurring".
      • Addition of "*" wildcard covering all custom payment types. Prior to this release autoresponders could have only been set for one custom payment type at a time.
    • SMS: Addition of QR Code for each SMS autoresponder reflecting the setting. QR Code may be shared with patrons for scanning and sending the designed SMS.
  • C&P Settings > Opportunity:
    • Creation of opportunity based on specific custom payment type or all payment types by using the wildcard * (star) as the payment name.
    • Addition of options for creating opportunity if the Amount is 0 based on gross or net amount as listed below:
      • Gross amount = 0
      • Gross amount - discount = 0
    • Opportunity amount be based on gross or net as listed below:
      • Gross amount
      • Gross amount - discount
      • Gross amount - discount + tax
  • C&P Settings > C&P Account
    • Automatically adding the C&P Accounts upon establishing the OAuth connection in Click & Pledge. With this addition there is no longer any need to add the C&P Account manually in Salesforce and as a result the NEW button has been removed.

Enhancements:

  • C&P Designer: Removal of the total for the indefinite recurring
  • Opportunity: Addition of item "Coupon Code" field to the opportunity
  • Recurring: Addition of the first installment date to the recurring record [SPP1280]
  • Payment method: Custom Payment Type > Reference Number has been changed to TEXT from NUMERIC field.
  • Allowing for item campaign to be added, even though the Opportunity creation is not active in the C&P Settings > Opportunity.
  • C&P Settings > Autresponder
    • Email
      • Addition of * (star) as the wildcard for tags. In the absence of any defined tags, the "all tags" option may be used.
  • C&P Temporary Contact:
    • Addition of C&P Account as a view for clients having multiple C&P Accounts posting to a single Salesforce instance.
    • Linking of the Order Number to the C&P Transaction upon completion of the Temporary Contact processing.
    • Removal of the Delete button as it was causing data inconsistency. To delete a temp you may delete the entire transaction using the Order Number in the C&P Settings > Maintenance. [SPP1277]
  • C&P Recurrings: Addition of the following views
    • All Recurrings
    • All Indefinite subscriptions
    • All Subscriptions
    • All Installments
    • Active Subscriptions
    • Ended Subscriptions
    • Active Installments
    • Ended Installments
    • Cancelled Recurrings
    • Past due recurrings

Bug Fixes:

  • Resolving issues with instances that have enabled the Territory Management.
  • Resolving issues with installation of C&P Apps when the Multi-Currency option is active in the instance.
  • Opportunity: Transaction Tax added to the opportunity in case of Opportunity > Product.
  • Custom question mapping when the answer includes 2 words.
  • Custom question mapping to different fields when the question is the same but the answers are different.
  • Convenience fee calculations not being calculated correctly
  • In case of C&P State / Country database being used the state was not being shown with the right case, CA versus ca
  • Cancelling the future date recurring.
  • C&P Settings > Maintenance: Incorrect message was being displayed when an incomplete transaction was being deleted [SPP1278].
  • Resolving a date validation error for February 30. An error that shows up every 4 years. [SPP1288]
    Virtual Terminal:
    • Error was being generated when the Double the Donation company ID was missing in certain conditions. [SPP1283]
    • When card reader is set as the default state the cursor will move to the top of the page.
  • Temporary Contact was generating error during settlement when no opportunity was being created in the C&P Settings for the declined transaction.
  • Finding the correct Contact when a recurring transaction's original contact has been deleted / merged with a new Contact. In case of original contact not being found the Contact assigned to the recurring will be used.
  • Resolving Maximum Viewstate error in case of large number of similar contacts for the C&P Temporary Contacts.
  • Resolving an issue for declined transactions being added to the campaign.
  • Email validation now includes TLD's more than 4 characters long, e.g. photography, business, cloud, etc.
  • Creating a new campaign when a similar campaign exists but is inactive.
  • Updating MailChimp API to match the new 3.1 release.

Other Changes:

  • Deprecated the "C&P Company ID" in the Account object
  • Global removal of "Invoice" and "Purchase Order" as specific payment methods. These 2 payment methods may be added as custom payment type and as such not needed to be explicitly specified.
  • Removal of DELETE button from the "C&P Recurring" detail page.
  • Future date transactions will create a new opportunity for the actual payment. Prior to this update the opportunity created for the pre-authorization was being updated with the new amount. Updating of the opportunity causes a conflict with NPSP, given NPSP does not create a "Payment" record for opportunities with $0 amount.
  • Modifying the behavior of the Virtual Terminal for Pledge payments. Prior to this update the Virtual Terminal initial state matched the default setting in the virtual terminal settings. With this update the default settings will no longer be followed when a Pledge payment is being processed. Pledge payments follow the Pledge settings as set in C&P Pledge tab.
  • Declined transactions will result in:
    • No matching gift opportunity
    • No soft credit
    • No Pledge
    • No GL entry
    • No campaign member

Salesforce PaaS Release 9.3001

Release Date: January 12, 2016
Version #: 9.3001

New Features:

  • Matching Gift as option for Record Type in Contact Role, Customization Name, and Primary Campaign Source
  • Recurring field annotations in the C&P Designer
  • Receipt Number added to the C&P Designer
  • Addition of the "Double the Donation" to the C&P Virtual Terminal
  • Change of the "Charge Date" to Day, Month, and Year pull down menus to comply with international date formats.
  • C&P Temporary Contact allows for filtering of Temporary Contacts based on "Payer" or "Event Attendee".
  • New field added to the Opportunity object:
    • Payment Reference Number: applies to the following payment types  [CnP_PaaS__ReferenceID_GUID__c]
      • Credit Card
      • eCheck / ACH
      • Custom Payment Type
      • Purchase Order
      • Invoice

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Release Salesforce PaaS 9.20: SMS Autoresponder, Campaign Lift, DoubleTheDonation, Manage Recurring, and more

Release Date: December 9, 2015

Upgrade:

Webinars:

New Features:

  • Issue full credit through the C&P Transaction tab.
  • Recurring Management: Change credit card number, cancel recurring, charge next payment ahead of schedule, process a previously declined payment.
  • Integration with DoubleTheDonation.
  • SMS Autoresponder.
  • Campaign Lift.
  • Process Similar Transactions.
  • Integration with QuickBooks Online through Workato
  • C&P Designer:
    • Addition of Transaction date as: Year, Month (text & number), Day as separate fields allowing for custom formatting in any order
    • Addition of Today's date as: Year, Month (text & number), Day as separate fields allowing for custom formatting in any order
    • Addition of Matching Gift information (Employer name, Matching Gift details) as part of the integration with the DoubleTheDonation
  • C&P Autoresponder:
    • Addition of Refund/Credit condition
    • Addition of Matching Gift condition
    • Removal of Salesforce SMTP. For backward compatibility the Salesforce SMTP will work but new Autoresponders will only be set with Click & Pledge SMTP and custom SMTP.
    • Send to a specific email in case no email is provided with transaction
  • C&P Settings > Opportunities
    • Opportunity creation for matching gift
    • Opportunity customized name for matching gift
    • Opportunity primary campaign source for matching gift
    • Opportunity record type for matching gift
    • Opportunity contact role for matching gift

Behavior Changes:

  • Merging of the Event & Payment temporary Contact through a new tab. The standard tab for the "C&P Temporary Contact" should be deleted as it will no longer be used.
  • Removal of Salesforce SMTP from all features due to its limitation. All SMTP connections will be using the Click & Pledge SMTP unless customized in the Autoresponder.
  • Discount opportunity campaign will be set as the Transaction campaign.
  • The patron name automatically populates the "Name on Card" field after contact lookup
  • Autoresponder logs are part of the global log files and will not longer be customized individually. All autoresponders will follow the same default setting.
  • Pledge allocation is now based on Charge Date and not the creation date
  • Opportunity customized name based on the Charge Date
  • UI Changes
    • Custom Question changed to "Custom Mapping"
    • Patron Value Rank changed to "Patron Rank"
    • Patron Value Rank changed to a new tab and in a section titled: Analytics

Announcing Salesforce Payment Management 9.1014

Version #: 9.1014
Release date: August 14, 2015

New Features:

  • Blackbaud (Convio) Luminate Compatibility features:
    • Removal of Account creation option in the C&P Settings > Contacts & Accounts. Luminate creates accounts automatically and behaves similar to the NPSP package. The option will be hidden if Luminate is present in the instance.
    • Addition of Recurring record in the "Recurring Gift" option if a recurring payment is made. The recurring gift ID of Luminate will also be added to the C&P Recurring and all future opportunities automatically.
  • Autoresponder: No Email option allowing email to be sent to a designated email address when patron does not provide an email.
  • Send SMS from the Contact Record using Twilio (http://Twilio.com). Click here to learn more.

Enhancements:

  • The following new permission sets are added
    • PS-CnP-PaaS-All-Permissions: The user may perform all tasks associated with C&P PaaS objects, including by not limited to edit, clone, delete, and create. Additional permissions may be needed for the Salesforce standard objects.
    • PS-CnP-PaaS-ONLY-Invoice: The user may perform all tasks associated with C&P Invoice only. Such actions as C&P Temporary Contact, updating C&P Settings, etc. are not allowed. Additional permissions may be needed for the Salesforce standard objects.
    • PS-CnP-PaaS-ONLY-TemporaryContact: The user may review & match as well as create new contacts through the C&P Temporary Contact tab. Additional permissions may be needed for the Salesforce standard objects.
    • PS-CnP-PaaS-Event-Setup: The user may setup an event but will not be able to process Temporary Contacts.

Bug Fixes:

  • Validation rules blocked adding campaigns with ( ) in the name. With this update the only blocked characters in the name are: < > &
  • Invoice email images were not displaying with Salesforce instances with custom domain enabled.
  • Removal of $0 validation for SKU Mapping.
  • Field mapping of account name with SKU validation problem.
  • Pledge payment matching SKU not associating the correct SKU.
  • Displaying non-SSL SMTP servers in the autoresponder setting.

Additional Changes:

  • Minor UI adjustments

Salesforce PaaS Release 8.9004- Self Maintenance Update

Release Date: April 24, 2015
Version #: 8.9004

Upgrade Assistance:

  • Free upgrade assistance is available - simply ask for it by posting here: https://cnp.ooo/Salesforce-Upgrade
  • For us to upgrade the application we will need access to your account. Please see the following KB article for how to grant us access: https://support.clickandpledge.com/s/article/install-or-upgrade-click--pledge-apps-in-salesforce

New Features:

  • Virtual Terminal: Email may be updated for the looked up Contact. The new email will be added as an alias when data posts back.
  • C&P Data Repost: A button has been added to the C&P Data layout allowing for re-posting of the C&P Data. The action will clean all the previously posted records related the order number and will post the data again. This feature helps with resolving any errors that may occur with external triggers, validation rules, etc. requiring reprocessing of the post.

ReleaseNotes-SF-CnP-Date-8.9004-Repost.jpg

  • C&P Settings > Maintenance: Addition of "Delete Posted Data" to the maintenance tab. Transactions posted to the application create many records based on the post. The delete option will clear all traces of the transaction and updates the calculations in such features as Pledge. - Image below:

ReleaseNotes-SF-CnP-Date-8.9004-Maintenance-Delete.jpg

Salesforce PaaS Release 8.8000

Release Date: April 2, 2015
Version #: 8.8000

New Features:

Bug Fix:

  • Batch upload optimization
  • Minor UI changes

PaaS 8.7012: Bug fixes and Batch Upload Optimization

Release Date: March 16, 2015
Version #: 8.7012

Enhancements:

  • Support of matching of answers for lookup in the custom question mapping
  • Batch upload optimization - allowing for up to 200 entries with basic installation. Due to processing limitations Opportunity > Products is not supported for batch upload
  • Allowing for change of tax deductible as well as other fields when new items are added
  • Allowing for addition of custom fields to the Transaction object
  • Various UI changes and adjustments

Bug Fixes:

  • Swiper1 mapping of null values
  • Blocking eCheck processing for future date transactions as the feature is not supported by gateways.
  • Updating various missing fields in case of manual opportunity settlement.

Post Installation:

  • No post-installation steps are necessary if upgrading from previous 8.x releases.
  • Upgrading from versions prior to 8.x? Grant us login access and post a message to the Salesforce PaaS form requesting upgrade assistance.

PaaS 8.6018- Minor additions, enhancements, and bug fixes

Release date: January 22, 2015
Version #: 8.6018

Installation / Post-Installation: No post-installation changes are needed if upgrading from any of the previous 8.60xx releases.

Need Help with the Update? https://cnp.ooo/Salesforce-Upgrade

New Features:

  • C&P Account Number has been added to the "C&P Temporary Contact" as a static field. The field may be used for customized views.
  • "Connect" comments are now being passed as custom questions & answers to Salesforce.

Enhancements:

  • Temporary Contact: If ContactID is not found the transaction will process and the contact will be placed in the C&P Temporary Contact. This issue addresses a problem with recurring transactions originated in the Salesforce Virtual Terminal by loading a specific contact. In this case the ContactID will be used for future transactions and if that contact is no longer available (deleted, etc.) the recurring transaction would fail to locate the contact and would generate an error. With this enhancement the Contact will be placed in the Temporary Contact for review.
  • Invalid emails were generating error with creation of Contact Alias. The error was reported by clients with custom forms not validating emails prior to posting. With this update when an email is not valid, e.g. john@.com, and cannot be saved in the Contact's Email field the email will be set to NULL and the alias will be created.
  • C&P Data field length increased to 131,072 characters, the new Salesforce limit, from the previous limit of 32,768 characters.
  • Increasing the number of synchronized MailChimp lists to 100 from 25.

Bug Fixes:

  • SKU Mapping error in certain combination of actions.

Salesforce PaaS Release 8.6008 - Bug fixes

Release date: December 24, 2014
Version #: 8.6008

New Features:

  • N/A

Bug Fixes:

  • Batch import: In the presence of ContactID, email field was mandatory. It is now optional.
  • Indefinite recurring: The text now reflects Month, Year, Week instead of Monthly, Yearly, Weekly

Announcing Salesforce PaaS Release 8.6006: Bug Fixes and Performance Enhancement

Release Date: December 17, 2014
Version #: 8.6006

Bug Fixes:

  • Mixing of picklist values when the API names were identical across Account, Contact, or Opportunity.

Enhancement:

  • Custom Question mapping now allows for lookup fields to be mapped for Account, Contact, & Opportunity.
  • Addition of the quantity field in the quick-charge form in the Contact layout.
  • The "Click & Pledge Connection" connected app is now included in the package allowing for remote login to an instance without using a UserID & Password. This app is in beta and soon will be released as part of the Click & Pledge portal. Using this process the connection between Click & Pledge and Salesforce will no longer require a UserID, Password, and Token minimizing issues with expired password.

Announcing Salesforce Payment System Release 8.6003

Release date: December 4, 2014
Version #: 8.6003

New Features:

  • Virtual Terminal default values show/hide option
  • Custom Question mapping optimization (UI changes) resolving issues when large number of maps are adding (>500). Changing the page into 2 tabs for SKU & Custom Question mapping. No change in functionality.
  • Virtual Terminal allows for Quantity to be set to 0 when processing minimizing user interactions. Items with quantity 0 will not post for processing.
  • Virtual Terminal auto-complete options for listing of default items.
  • Transaction > Order Number linked to the C&P Data for the transaction.
  • Addition of "Created date" & "Created By" to the Transaction detailed page.

Bug Fixes:

  • C&P Import was not creating opportunities for existing contacts in case of recurring transactions.

Announcing Salesforce PaaS Release 8.5003: Additional Filters and Bug Fixes

Release Date: October 21, 2014
Version #: 8.5003

New Features:

  • Addition of the following filters for SKU matching: [The additional filters allow for matching against blank SKU. Prior to this release no filters were matching for blank SKU. The existing filter "Any SKU" matched against any existing SKU's and NOT the blank SKU.
    • Is Blank
    • Any SKU + Blank

Bug Fixes:

  • C&P Pledge: Visual Force error was being generated for fresh installations.
  • C&P Temporary Contact: The matching suggestions were returning invalid contacts in case of blank email for the Temporary Contact.
  • Autoresponder resend was generating an error. (Reported by Customer)

Announcing Salesforce Payment System Release 8.4003

Release Date: October 1, 2014
Version #: 8.4003

Watch a video of what is new in release 8.4003: http://www.screencast.com/t/VCZZop9e

New Features:

  • Temporary Contact: Addition of address in the Temporary Contact suggested list
  • Event Management: Additional information sent to Swiper1 for the event management
  • Virtual Terminal: Addition of SELECT as the first option for Country & State picklist in the virtual terminal
  • Salesforce API version upgrade for all pages
  • Designer: Additional CONTACT object fields available in the Autoresponder designer.
  • C&P Settings: Virtual Terminal customization for hiding features not needed.
  • Opportunity Customization: Addition of MM/DD/YYYY (http://bit.ly/1nM7VQL)
  • C&P Settings > Virtual Terminal: Authorization, Decline, Error redirect to a custom visual page with various parameters posted with he response. Designed for advanced users/programmers.

Bug Fixes:

  • SMTP bug fix as reported by a customer.
  • SKU matching bug in the Autoresponder when OR was being used as a logical condition.
  • Batch upload: eCheck missing colon and creating problem when edited in Excel. Addition of : as a prefix to force Excel to treat the field as text and not numeric.
  • URL referrer was not saving when the URL was more than 250 characters. Truncate the URL to 250 maximum characters.

Salesforce Donor Management Release 8.3056: Invoice Bug fixes and VT enhancement

Release date: July 3, 2014
Version #: 8.3056

New Feature:

  • Allowing the first item in the Virtual Terminal to be deleted. The last entry will not have the delete option but any entry may be deleted as long as it is not the last one remaining.

Bug Fix:

  • Invoice: Under certain conditions the card was being declined due to internal error.

Post Installation:

  • No post installation requirement if upgrade from 8.3054 (prior release)

Salesforce Donor Management Release 8.3052: Bug fixes

Release date: June 18, 2014
Version #: 8.3052

Bug Fixes:

  • Opportunity contact role was NOT creating when processed from C&P Temporary Contact. (Reported by customer)
  • Batch import error when one master transaction has several recurring payments included. This case has not been reported and is not practical but discovered during testing of extreme conditions.

Salesforce Donor Management Release 8.3051: Bug fixes and minor enhancements

Release date: May 12, 2014
Version #: 8.3051

New Features:

  • Auction for Salesforce: Batch processing of payments through the Virtual Terminal.
  • Virtual Terminal Batch Upload: The following columns are added: Custom Payment type, Purchase order, SKU, Tax, Tax deductible, Convenience fee , Recurring periodicity WEEK addition, Shipping amount, with address fields, Item Campaign

Bug Fixes:

  • Autoresponder SMTP: In release 8.x new fields were added to the SMTP tab allowing each defined SMTP set up to include its own FROM and SENDER Email address. Instances upgrading from version 7 to 8 experienced an error because of the missing fields.
  • Under certain conditions the virtual terminal transactions were being processed as pre-authorization for $0.
  • Autoresponder conflict when 2 autoresponders were matching where one was being sent to a static email.
  • Recurring transaction: The charge date was showing the processing date from the Temp Contact and not the actual payment processing date when a recurring was placed in the C&P Temporary Contact.
  • Autoresponder layout showing blank conditions when editing an existing autoresponder.

Behavior Change:

  • Connect campaign for fundraiser is set up as a child campaign of the parent campaign regardless of the parent campaign's parent campaign. In the previous version if the parent campaign had a parent the fundraiser campaign was being assigned to the parent's parent campaign rather than the parent's campaign.

Post Installation:

  • No actions required if upgrading from version 8.3042

Salesforce Donor Management Release 8.3042: Patron Value Rank - Predictive Response

Release date: April 19, 2014
Version #: 8.3042

New Features:

  • Autoresponder can send from the Transaction detail page (SPP 998)
  • Patron Value Rank: The global ranking of all contacts relative to various weighing parameters. (SPP993 )
  • Addition of Connect Alias as an External ID to the Contact object for Patron Value Rank calculation.
  • Patron Value Rank reports and integration with the Broadcaster.
  • Connect alias, Link to Fundraisers Global page : https://Connect.ClickandPledge.com/Fundraiser/ - Connect Global Profile
  • Addition of Account to the list of parameters in the Opportunity Naming customization in C&P Settings.
  • ContactID added to the list of merge fields in the Authoresponder.
  • Manual addition of donations to the "Connect" campaign via the Virtual Terminal.
  • Manual addition of donations to a fundraiser's "Connect" campaign via the Virtual Terminal.
  • Integration with Predictive Response (http://www.predictiveresponse.com/)

Enhancements:

  • Bootstrap design for Settings to overcome view limit size exceed issue
  • Recurring Report Templates - add Contact Name and Installment amount (SPP1001)
  • Temporary Contact list includes the total transaction amount.
  • Inclusion of the following parameters in the error email sent in case of any error during the post:
  • Click & Pledge Account name
  • Click & Pledge Account number
  • Salesforce Organization ID
  • Salesforce UserID
  • Inclusion of all Click & Pledge installed app names & versions in the Salesforce error report

Bug Fixes:

  • Listing of additional donations at Invoice Detail Page (SPP 1006)
  • Invoice internal alert not sending alert
  • Version Number at C&P Data for the Invoice Transactions was not posting
  • Temporary Contact not processing when Salesforce campaign is missing- payments from Connect - ( Reported by Customer)
  • Contact Alias address zip code mapping to the state field
  • View limit size error in the Temporary Contact when more than 50 contacts were being found. A client had over 1000 contact with Brown as last name generating the error.
  • Test classes failures issue
  • Person Account - temporary contact was not showing
  • Connect fundraiser donations were not posting to the correct campaign as set in Connect.
  • Invalid date format issue, when US is not the set Locale (SPP341)
  • "Argument 1 cannot be null" when NPSP is installed and shipping country is not mapped in the C&P Settings > Contact & Account. [http://forums.clickandpledge.com/sh...ad.php?t=1703]
  • Pledge amount was not updating after a pledge.
  • Autoresponder "Transaction Date" was not showing the correct time converted to the right time zone as set in the account.
  • Virtual Terminal > Shipping Address > Copy from Billing: Under certain conditions the country does not copy correctly.

Release 8.2000: Connect integration, enhancements, and bug fixes

Release Date: January 17, 2014
Version #: 8.2000

To Upgrade:

ReleaseNotes-SF-8.2000-AboutCnP.jpg

Enhancements:

  • Relationships label was changed to Connections to avoid confusion with the NPSP's relationship feature.
  • Addition of 3 additional VF pages for inclusion in the Contact Listing page: Credit Cards / eCheck, Relationships, and Manual Opportunity Settlement. These pages are in addition to the existing C&P Miscellaneous which includes all the 3 features in one VF page.
  • Connect Relationships: "Connect" platform provides relationship during the donation process. Relationships selected will post to Salesforce and will be created if it does not already exist.
  • C&P Reports - Application Name will list dynamically based on posted transactions. Custom applications will also appear in the list.
  • C&P Settings > Opportunity
    • Opportunity Customized Name - parameters include Fundraiser information
  • C&P Autoresponder:
    • Use Contact info from Transaction instead of Contact. This applies to email only.
  • C&P Invoice:
    • CK Editor for the Thank you and Declined Messages
    • Subjects at Invoice
    • SMTP

Bug Fixes:

  • C&P Custom Question mapping text & label adjustments.
  • C&P Custom Question mapping , Date data type mismatch
  • Argument 1 cannot be null with Invoice as reported by the customer.
  • Temp records limit to 20, sorted according to Last Name / Email randomly [The sorting will change in the next update 8.3 to list email matches first and then last name]
  • Getting VF error when trying to view 'About C&P Apps' [SPP992]
  • Error: SObject row was retrieved via SOQL without querying the requested field: CnP_PaaS__XML_Setting__c.CnP_PaaS__Stage_Invoice__ c [SPP994]
  • Post install script issue with More accounts at Settings -C&P Account

Release 7.4027: Minor bug fixes in import

Release date: August 30, 2013
Version #: 7.4027

On AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO

New Features / Enhancements:

  • AND & OR, text addition at Autoresponder Settings area to further clarify the logic conditions among the terms.
  • Alert text added at opportunity settings: "In the absence of Opportunity no Autoresponder will be sent. Autoresponder requires creation of opportunity'

Bug Fixes:

  • Importer: In certain imports the following error was being reported: SObject row was retrieved via SOQL without querying the requested field: CnP_PaaS__XML_Setting__c.CnP_PaaS__Authorized_Oppo rtunity__c'
  • Transaction detail: Campaign could not be edited and is now enabled.

Release 7.3003: Validation rule behavior change for custom question mapping

Release date: May 24, 2013
Version #: 7.3003

Bug Fix:

  • Resolving an issue with custom question mapping validation rule. (Reporeted by the Customer)

The application is available in the AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO

Salesforce Release 7.3002: Custom Question Mapping, Notifications, and more (May 20, 2013)

Release Date: May 20, 2013
Version #: 7.3002

New Features

  • Notifications & Tasks
  • Virtual Terminal Convenience Fee
  • Opportunity Creation for Shipping, Tax, Discount, and Fees
  • New Account Record Type
  • C&P Settings > Virtual Terminal > Payment method restriction

Enhancements

  • Autoresponder "Not Is" filter for WID
  • Compliance BCC email for disabled BCC: BCC.Disabled@ClickandPledge.com
  • Custom Question Mapping additional supported fields
  • Additional map fields for Person Accounts
  • Contact Alias Preview prior to replacing
  • Allow reparenting of the C&P Contact Alias

Salesforce Release 7.2003: Bug fix release (April 16, 2013)

Release date: April 16, 2013
Version #: 7.2003

Please update to this release at your earliest convenience to resolve a bug which results in issues with converting contacts from the Temporary Contact tab.

New Feature: NA

Bug Fix:

  • Resolving an issue with the Temporary Contact conversion with a recurring transaction when the master transaction is not in the system.

Salesforce Release 6.9: Minor modifications for compatibility with Events 1.75 (January 21, 2013)

In this release a few minor changes were made to help with identifying Attendees & Registrants in the Events 1.75 application. This package is a required install for Events 1.75

Salesforce Release 5.6: Campaign Auto-Complete and VT Parameter Update (October 23, 2012)

Release date: October 23, 2012
Version #: 5.6

New Features:

  • The CampaignID field in C&P Settings > Object Settings tab allows for auto-complete ID lookup based on the campaign name.
  • Roll-up: Version 5.x records the application name for all transactions posted to the C&P Data. The Roll-up updates all prior transactions to include the application name. This roll-up is needed for the upcoming Report 2.0 application to be released in November 2012.

Bug Fixes:

  • Record Type in the C&P Settings area allows for addition of multiple Record Types
    Virtual Terminal button in the Contact record works for contacts with no prior transactions. The button was returning an error if no transactions and credit card were recorded for a contact.

Behavior Changes:

  • Virtual Terminal dynamic setting through URL parameters match the behavior in 4.x Virtual Terminal. A few parameters were missing from the list and are added in this version.
  • Opportunity Record Types listing is increased to 20 from the previous limit of 10.

Salesforce Release 4.32: Addition of 3 New Fields to the Recurring Transactions (March 29, 2012)

Release date: March 29, 2012
Version #: 4.32

New Features:

The following parameters are added to the Recurring Transaction view:

example:

  • Installment Amount $100.00
  • # of Installments 5
  • Total Commitment: $500.00
  • Installment(s) Made 1
  • Total Made $100.00
  • Upcoming Receipts $400.00

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