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Announcing Salesforce Payment Management 9.1014

Updated

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