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Release 4.31: Resolving an issue with recurring transactions

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  • Release 4.31: Resolving an issue with recurring transactions

    Release date: March 27, 2012
    Version #: 4.31

    New Feature:
    • N/A

    Bugs & Changes:

    A special condition existed with the prior release where a recurring donation initiating from the Salesforce Virtual Terminal was creating inconsistency with future installments when a contact did not have email. The following illustrates the condition:
    1. Setting up C&P Settings to NOT CREATE a Contact
    2. Initiating a recurring transaction using the Virtual Terminal using ONLY first and last name and NO email address
    3. Allowing for 1 or more future recurring transaction(s) to process
    4. Changing the C&P Settings to CREATE a Contact

    Upon STEP 4 the system was losing track of the recurring transactions and related transactions.

    The current release will resolve this issue by maintaining relations across all transactions with or without a Contact.

    All clients are encourage to update to the latest release immediately.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the weekly educational webinars: http://clickandpledge.com/webinar/
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