Release Date: September 29, 2020
Version #: 9.2009230016
To request upgrade assistance please post the request here: request your free upgrade
New Feature:
- Introducing Shoutout. Read more: https://clickandpledge.com/news/shoutout/
- Shoutout logs may be added as a related list to: Contact and Opportunity layouts.
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.