Rob Vap

Hello Jillian Adkins I confirmed with our developers that Author Apex is not required for Virtual Terminal access but it is needed for the Connected User.Please let us know if you have any questions.

Hello Jillian Adkins For Virtual Terminal, the users will need View All Data for Contacts, Accounts, and Opportunities. Customize Application should not be needed as long as the Click & Pledge perm...

Hello Jon,Thank you for attending Live Support on Friday. Just to follow up on this post, we will be addressing your concerns regarding the list showing 0 contacts before sending with our developer...

Hello @Daniel Lerch Thank you for bringing this to our attention and for sharing the examples. You’re absolutely right, the placeholder text should be pulled from the Label rather than the Item Nam...

Hello Jillian Adkins,Our developers are currently researching why the date cannot be changed through the recurring updater process in Salesforce. However you should be able to change the next payme...

Hello Jillian, The most recent patch should have resolved the Birthdate field requirement. Can you please extend access to the Salesforce instance so our developers can determine why it is still re...

Hello Shari,Click & Pledge is designed to process donations from individual donors. Because of this, there is no dedicated field for a company or organization name. Custom questions can be used to ...

Hello Jillian, We have seen some Event Registration sites showing a “URL No Longer Exists” error. To correct this, we have a new version of Event Management that can update the URLs, however the ne...

Hello Jaxsen,At this time the Birthdate field cannot be removed from the C&P Alias process, however this dependency is being removed in a future update. The permissions can be separated into differ...

We will contact you on Monday and assign a developer to help you with this development.  APM's require test platform setup that can only be done by us with each APM provider, e.g. PayPal, etc.  The...