Release Date: October 18, 2024
Version #: 10.241000xx
Description:
The latest release of the Salesforce Click & Pay Suite brings a number of features requested by our clients as well as the Recurring Updater and intelliBooster. The following is the list of new features:
- Recurring Updater Change Log (refer to CONNECT release notes)
- NPSP Integration:
NPSP Recurring is now integrated with Click & Pledge's automatic recurring, bringing total automation to what used to be a completely manual process. By enabling the setting C&P recurring transaction will create an NPSP recurring automatically and update the recurring for all future transactions.
- NPSP Pledge:
For Opportunities that are set as Pledge, transactions done through Click & Pledge will locate the matching Pledge and create an automatic payment under the matched Opportunity. Based on the settings, the existing Payments will either be left as they are or will be deleted. If partial payments are made, a Payment record will be created for the remainder and set as NOT PAID. Each follow up payment will create a Payment entry and change in the remainder payment.
- Mass Update Temporary Contacts
By selecting the Temporary Contacts to be processed as a group, the selected Contacts will be processed as "Fully Automatic", as a background process, one at a time.
- Matching Contacts:
By clicking the button, the number of potential matches for each Temporary Contact will be calculated and shown. This feature helps with identifying those Contacts that have no potential matches and may be processed in a fully automatic mode.
- Virtual Terminal Account selection
A payment may be processed using an Account as the basis for the Contact. If a Contact exists with multiple Accounts, e.g. Corporate and Household, the payment may be processed using the Account as the basis for transaction.